Keynote - Behavioral Alpha: The Why and How of Giving Advice that Sticks

Many financial advisors have a high level understanding of the power of behavioral finance, but may have difficulty articulating the dollars and cents value of the discipline. Harder still is integrating the sometimes ethereal concepts of behavioral finance into an existing planning practice. In this engaging session, Dr. Daniel Crosby will provide both the rationale and the path for improving client outcomes through the concrete application of behavioral science.

NASBA CPE Credit: 1 NASBA Field of Study: Communications & Marketing