Can Behavioral Finance Lead to Better Advice?

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INVEST

June 16-17, 2022
Hilton Midtown, New York, NY

FEATURED SESSION

Can Behavioral Finance Lead to Better Advice?

Applying psychology to investment outcomes has become an ever more popular strategy. As markets fluctuate, financial advisors are increasingly turning to behavioral finance to help clients make investment decisions. But what results does this yield?
In this session at INVEST, hear from two experts in the field about the ins and outs, especially during this ever-changing pandemic era.

View the agenda →

FEATURED SPEAKERS

Daniel Crosby

Chief Behavioral Officer
Orion Advisor Solutions

Sonya Lutter, Ph.D., CFP

Director, Institutional Research and Education Senior Consultant
Herbers & Company

*EXCLUSIVE OFFER FOR INVEST ATTENDEES*

As a registered in-person attendee at INVEST, you will receive a free copy of keynote speaker Ric Edelman's newest book, The Truth About Crypto: A Practical, Easy-to-Understand Guide to Bitcoin, Blockchain, NFTs, and Other Digital Assets, on-site at the event.

Connect with your fellow attendees

The Brella networking app and its matchmaking features help you find like-minded attendees and partners, schedule meetings, chat and meet in person.

Learn more →

SAFETY PLAN UPDATE

Financial Planning and parent company Arizent are constantly monitoring guidance and mandates for in-person events made by businesses and federal, state and local agencies. As a result, we are lifting the vaccine mandate for INVEST— individuals will no longer be required to show proof of vaccination to attend in person. You can read our full safety plan here.

THANKS TO OUR SPONSORS

LET'S GET SOCIAL

#FPINVEST

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Can Behavioral Finance Lead to Better Advice?

Can Behavioral Finance Lead to Better Advice?

Daniel Crosby

Sonya Lutter, Ph.D., CFP

SAFETY PLAN UPDATE

THANKS TO OUR SPONSORS

LET'S GET SOCIAL

Contact us

Teilen auf

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