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Sponsored by Orion Advisor Tech |
Hello Voornaam, Clients often know what they should do with their money to maximize their returns and work towards their goals -- but sometimes they don't do it. How can advisors help them hack their own brains to encourage helpful money habits -- even among high net worth investors who don't have to budget for their daily lives? Join two behavioral finance experts to learn more about how to get clients to take the actions they know they should take. |
 | Chana Schoenberger | Editor in Chief Financial Planning | (Moderator) |
|  | Michael Liersch | Head of Advice & Planning, Wealth & Investment Management Wells Fargo | (Speaker) |
|  | Jacquette Timmons | Financial Behaviorist, President and CEO Sterling Investment Management | (Speaker) |
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 | Chana Schoenberger | Editor in Chief Financial Planning | (Moderator) |
|  | Michael Liersch | Head of Advice & Planning, Wealth & Investment Management Wells Fargo | (Speaker) |
|  | Jacquette Timmons | Financial Behaviorist, President and CEO Sterling Investment Management | (Speaker) |
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