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 Director of Investment Education at Virtus Investment Partners to learn more. To view the speaker's bio - click here!
Each attendee will receive a copy of Mr. Portnoy's book.