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Behavioral Finance 2.0: Money, Happiness, and the Future of Wealth Management

February 9: 4:00 pm5:15 pm Virtual

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The business of financial advice is evolving quickly as commoditized products and portfolios are yielding to increasingly comprehensive planning solutions and beyond. As advisors struggle to define and defend their value, the effort to deepen and broaden client relationships implicates the need to transform the core insights of behavioral finance from academic to practical. Well beyond lists of biases or quoting well-worn aphorisms, we now have perspectives—informed by disciplines like social psychology and neuroscience—that can help us evolve “goals-based wealth management” from slogan to craft. The era of Behavioral Finance 2.0 is upon us. This implicates not just investment decision-making but also bigger questions like how money fits into a fulfilled life, including consideration of how the quest for “more” can be balanced with the satisfaction of “enough.”
Learning Objectives:

 

  1. Understand the evolution of the financial advice business over the last half-century, where it might be going next, and its implications for the broader financial services ecosystem.
  2. Answer the questions of how is the human brain wired for two distinct experiences of happiness, and why money can “buy” one but not the other.
  3. Understand how the application of behavioral finance insights in practical and scalable ways bodes well for client satisfaction and commercial success.

 

Who Should Attend:

 

  • Wealth managers, Portfolio managers, Financial advisors and Business development people
Speaker:

Brian Portnoy PhD CFA

Brian Portnoy, Ph.D., CFA
Author and Founder, Shaping Wealth

Moderator:
Tom Galgano Jr., CFA
Thomas E Galgano Jr., CFA
Sales Executive, The Vanguard Group
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You may purchase a recording via the ticket below.

 

Please contact events@cfawashington.org with any questions.

 

Details

Date:
February 9
Time:
4:00 pm – 5:15 pm
Cost:
$25
Event Category:

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