Whether your expertise is in wealth management, retirement, or portfolio construction, it’s important to turn the theoretical into the practical to become a successful behavioral advisor. Learn real-world advisors' best practices for incorporating behavioral science into their practices from a panel of practitioners.
Advisors often wear different hats when working with clients—consultant, strategist, even therapist at times. To become a successful behavioral advisor, it’s important to turn the theoretical into the practical by adopting powerful best practices. This insightful panel of real-world advisors will discuss how advisors can have an in-depth understanding of behavioral finance, whether their expertise is in wealth management, retirement, or portfolio construction. Join this panel, moderated by Tony Davidow, Schwab Center for Financial Research, as our panelists reveal their best practices for incorporating behavioral science into their practices.
Moderator | Tony Davidow, CIMA®, Schwab Center for Financial Research
Panelists | Harold R. Evensky, AIF®, CFP®, Evensky and Katz/Foldes Financial Wealth Management; Michael Lee, Altium Wealth Management; and Tron Welch, AIF®, CFP®, MBA, Welch Financial Planning
Continuing Education (CE) Credit:
-1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
-Learners must watch the presentation for the required 50 minutes
-Credit is uploaded automatically to your certification record(s) but can take up to 24 hours to be reflected
Expiration:
This program is only available for online viewing for one year.
Special Thanks:
Please join us in offering our thanks to Charles Schwab Investment Management, Inc. for their generous support of this program.