Behavioral Finance


Many advisors observe, and would like to address, irrational client investment behavior. However they lack diagnostic tools and application guidelines to employ behavioral finance research with their clients. Our behaviorial finance speakers can help provide you with these solutions.

Jay Mooreland

Providing Financial Advisers the Tools to Anticipate & Manage Client Behavior Through Volatile Markets

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Mark Zinder

“Righting” Your Book following the DOL’s ruling. Helping advisors develop a new value proposition and action plan to become the advisor of choice.

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Michael Carpenter

Helping Financial Professionals Understand & Manage Risk in a Less Certain World

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Kim Ann Curtin

Helps financial professionals accelerate their personal and professional success through consciousness, to help them become as successful on the inside as they are on the outside

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Mitch Anthony

Mitch Anthony is the founder and president of Advisor Insights and the Financial Life Planning Institute, the leading provider of financial life planning tools and programs for the financial services industry.

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Dr. Moira Somers

Dr. Moira Somers is a clinical neuropsychologist & professor who helps financial professionals make positive emotional connections with clients so that they can earn their trust, help them follow through with their commitments, retain them for life, and refer other ‘just-right clients’ to them

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