Behavioral Alpha: An Advisor’s Greatest Value

Date: Wednesday, July 29, 2020
Time: 3:00 pm - 4:00 pm

Summary

Join Dr. Daniel Crosby, Chief Behavioral Officer at Brinker Capital, for a discussion on the value financial professionals bring to their clients’ overall retirement and estate planning process. You will leave with tangible tools for more meaningful conversations that can help keep clients invested, regardless of what the market throws their way. All the while, strengthening client relationships through conversations centered around individual needs and addressing current and future goals and objectives.

Presented by:

Brinker Capital

Registration Fees

Registration TypeFee
FSI MemberComplimentary
Non-Member$29