Be the Calm in the Storm with a Behavioral Practice Model

Part 1 of 2 | Behavioral Finance Webinar Series with Envestnet, Swan Global Investments & AthenaInvest

We partnered with behavioral finance thought leaders to help advisors incorporate behavioral finance into their practice.

View this webinar recording to:

  • Learn why behavioral finance is influencing change in the investing industry
  • Explore common cognitive errors, frequent triggers, media influence, and the cost of emotion
  • Benefits of applying behavioral finance throughout an Advisor’s practice
  • Practical steps for incorporating behavioral finance principles into marketing, to client interviews and meetings, client onboarding, and portfolio planning
  • Understand how a needs-based planning eliminates costly behavioral mistakes
  • Grow and differentiate your practice with a behavioral focus

- C. Thomas Howard, PhD, CEO and Chief Investment Officer of AthenaInvest
- Chris Hylen, CFP®, Practice Management Consultant of Swan Global Investments
- Lambert Bunker, Vice President AthenaInvest
- Moderator: John Harris, Managing Director, National Sales, Envestnet



Download the slides.


Register for the Advisor Resource Hub to access part 2 webinar recording, or sign in.