The Behavioral Advisor
Explore how behavioral biases and sociological influences impact investor decisions, family dynamics, or advisors' practices with this three-part recorded webcast series.
How Behavioral Finance Impacts Investors and Investments
Speaker | Omar Aguilar, PhD, Charles Schwab Investment Management, Inc.
Behavioral and sociological influences may impact your clients’ financial decisions, which can lead to impaired investment results. Advisors can be the difference between investment success or failure – and those who understand behavioral finance principles and how to apply them are better positioned to help clients achieve desired investing outcomes. Join Omar Aguilar, senior vice president and chief investment officer of equities and multi-asset strategies at Charles Schwab Investment Management, as he provides insights into behavioral biases and their impact on investor decisions and market trends, as well as generational dynamics and their influence on investor attitudes and actions.
Applied Behavioral Finance
Speaker | Courtney Pullen, MA, The Pullen Consulting Group
Advisors add significant value by addressing key behavioral dynamics within families as they reach financial milestones, plan for the future, and cultivate thoughtful stewardship. Gain insight into ways an advisor can help clients and their families negotiate the complex emotions surrounding the financial implications of life transitions as Courtney Pullen, president of The Pullen Consulting Group, explains a methodology to help turn dysfunctional family situations into positive outcomes.
Behavioral Best Practices for Advisors
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
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.
Registration & Fees (USD)
- $195 Member
- $395 Join & Learn
Learners must watch each recorded webcast in its entirety to receive continuing education (CE) credit. Credit is awarded one-time, upon successful completion of the full program. The following entities have accepted it for CE credit:
Investments & Wealth Institute®
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