Back to Behavioral Advisor Forum

Eben Burr

Co-founder

Behavioral Investing Institute (BII)

Eben Burr is the Managing Director at Toews and a co-founder of the Behavioral Investing Institute (BII). As part of the BII's Managing Investor Behavior program he trains advisors to integrate relational, cognitive, and emotional elements with personal finance to build better plans and stronger bonds. Burr advocates bringing behavioral psychology, introspection, and empathy into portfolio construction, planning, and communication. He lives in Manhattan with his wife, son, and lots of guitars.

Preconference #2: Practical Strategies for Managing Investor Behavior

An ever-increasing amount of information is available about behavioral finance and there’s abundant evidence of the average investor’s poor ability to navigate markets. This session distills a wealth of information about investor behavior into practical tools and processes.

 

CIMA/CPWA/RMA CE:  2 CE credits

Wednesday, May 27, 2020

3:05 – 4:45 p.m.