How to Use Behavioral Finance to Differentiate Your Firm and Marketing

Thursday, 6/22 at 11:00 am PT | 2:00 pm ET

The competitive landscape of financial advice is evolving, and so are the expectations of your clients. They're no longer just looking for goal-focused, tax-smart financial plans. They crave something more nuanced, more personal - a service tailored to their emotions, decisions, and habits. This is where behavioral finance steps in, setting the stage for superior financial wellbeing.

Introducing the wave of "human-centric" financial advice - a term rapidly becoming more than just a buzzword in the financial world. It's a trend that promises to redefine the face of the advisory sector, but not many firms have managed to weave it into their operations or marketing strategies. And that's exactly where the untapped potential lies.

In this 1 hour workshop, Brian Portnoy, Ph.D., CFA, the Founder of Shaping Wealth, will join Samantha Russell, Chief Evangelist at FMG, to teach advisors:

❓ What do we really mean by “human-centric” advice and how it differs from the traditional "client-centric" approach

💡 How to leverage behavioral finance to enhance your business and client experience

✅  Real-life examples that bring concepts to life

🌟  Suggestions to integrate behavioral finance principles into your marketing and set you apart