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.

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. Kerry Johnson

Dr. Kerry Johnson speaks on such topics as “How To Read Your Customer’s Mind,” “Marketing to the Affluent,” and ” How To Increase Your Business by 80% within 8 weeks.

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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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JAM Consulting Inc.

With a seasoned team, extensive expertise, and a suite of powerful programs, Jam can help you and your organization be more impactful and competitive in today’s dynamic marketplaces.

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Jim Morel

Jim Morel is the Founder and Chairman of JAM Consulting specializing in helping select sales groups become more impactful in a highly competitive marketplace.

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