Webinar: Behavioral Alpha: An Advisor's Greatest Value

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29 Jul

Webinar: Behavioral Alpha: An Advisor's Greatest Value

Webinar: Behavioral Alpha: An Advisor's Greatest Value

Wednesday, July 29, 2020 (3:00 PM to 4:00 PM)

Webinar

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Join Dr. Daniel Crosby, Chief Behavioral Officer at Brinker Capital, for a discussion on the value a financial professional brings to his 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 the-client relationship through conversations centered around individual needs and addressing current and future goals and objectives.

Webinar