Behavioral Advisor Forum



September 10, 2020

Register for In-Person

About the Event

Now more than ever, advisors are turning to experts in the field of behavioral finance to help navigate beyond the post-pandemic landscape. That’s why you won’t want to miss the 2nd annual Behavioral Advisor Forum, powered by UC Berkeley Haas School of Business. It’s the premier educational conference that combines behavioral science and finance. Engineered by the latest research, Ivy-League academics and the best practitioners in the field – we bring together the most sought-after leading experts to help you help you find solutions for the most complex problems of today more holistically.

In today’s fast-changing environment, we continue to offer optimal flexibility, so this hybrid event empowers you to choose to attend in-person or experience it as a livestream, as it happens live, from home.

Event Highlights

Welcome to the new normal for live events! We are at the forefront, leading the way, with you!

The Behavioral Advisor Forum will bring together the top practitioners in Behavioral Finance together with professors from The Wharton School of the University of Pennsylvania and UC Berkeley Haas School of Business to cover the most timely and relevant topics impacting today’s world and economy.

Now, more than ever before, is the time for financial advisors to showcase their value to clients by utilizing the latest techniques in behavioral science and finance to guide clients holistically through turmoil.

Join us at the in-person event to safely network, interact with your peers and enjoy onsite self-reserved seating,  or enjoy an interactive simulcast of the live event from the comfort of your home.

Either way, this hybrid event guarantees interactive experiences via polls, Q & A and more.

Key Takeaways 

  • Remove emotional friction from family planning dynamics
  • Apply behavioral science techniques to create better outcomes for both advisors and clients
  • Add value by building thoughtfully prepared portfolios based on neuroscience research
  • Explore the driving forces behind financial decisions



Institute Members


Early Bird pricing ends August 14

Register for In-Person
Register for Livestreaming

Join & Go


Early Bird pricing ends August 14 

Register for In-Person
Register for Livestreaming



Early Bird pricing ends August 14

Register for In-Person
Register for Livestreaming
  • Day 1

    September 10, 2020

  • Day 2

    September 11, 2020


The Institute will be following local, state, and venue guidelines and will also implement onsite self-reserved seating, prepackaged meals, extra hand sanitizer stations and more!


In Partnership with UC Berkeley Haas School of Business



Thank you to our Partners and Exhibitors:

Gold Partners


Conference Sponsors

schwab Invest Mgmt_logo_web

Bronze Partners 

Thrivent Funds                

Select Sector SPDRs 


RBC US Wealth Management 

E-mail address

Contact us

+1 303-770-3377

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for Exceptional Advisors