The wealth management
industry is quickly evolving its focus from products to service to experiences.
A critical element of this shift is figuring out how money fits into your
client’s overall sense of fulfillment and satisfaction with life. Leveraging
social psychology and neuroscience, we offer an answer that will help you set
clients on a path toward better overall life outcomes and advisors toward
higher margin practices.
Please join Brian Portnoy, Ph.D, CFA, author of The Geometry of Wealth and head of education at Magnetar Capital to learn more. To view the speaker's bio - click here!
Each attendee will receive a copy of Mr. Portnoy's book.