Behavioral Advisor Forum

September 10-11, 2020 

The Palace Hotel, San Francisco, CA

Register Now

About the Event

The 2nd Annual Behavioral Advisor Forum is the premier educational conference for elite advisors that wish to incorporate the latest research and best practices in the field of behavioral science. Helping clients make better financial decisions is both an art and science, and a way to add significant value as an investment or wealth advisor.

 

Event Highlights

Join 300+ investment advisors, wealth advisors, institutions, academics and more at the world’s premier behavioral finance event. The event is a two-day, multi-track conference that gathers the leading authorities in behavioral economics, neuroscience, human decision-making, and communication. The experience includes discussions, presentations, interactive workshops, Q&A, and networking opportunities, all with the goal of providing elite access to industry leaders and improving financial outcomes.

Highlights include:

  • 8 Engaging Workshops 
  • 7 Impactful General Sessions
  • 11 Institute CE Hours 

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

 

BOOK YOUR HOTEL

Institute Members

$795.00 

 

Early Bird pricing ends August 14

BOOK NOW

Join & Go

$995.00 

Early Bird pricing ends August 14 

BOOK NOW

Nonmembers

$1245.00 

Early Bird pricing ends August 14

BOOK NOW
  • Day 1

    Wednesday
    September 9, 2020

  • Day 2

    Thursday
    September 10, 2020

  • Day 3

    Friday
    September 11, 2020

Thank you to our Partners and Exhibitors:

Gold Partners

RaymondJames_Logo_03072016-1

Conference Sponsors

schwab Invest Mgmt_logo_web

Bronze Partners 

Thrivent Funds                

Select Sector SPDRs 


Exhibitors 

RBC US Wealth Management 

E-mail address

conferences@i-w.org

Contact us

+1 303-770-3377

Top Conference

for Exceptional Advisors