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This intensive 1-day event brings together North American exceptional advisors, market game changers and financial experts to discuss facilitating sustainable behavioural change.
Behavioral science gives advisors and executives the keys to facilitate change. Like it or not, professional financial advisors are in the business of shaping client behaviour. Knowledge and application of change strategies with clients, with oneself, and within one’s firm or practice, can lead to greater business, professional and personal success. For 37 years the Investments & Wealth Institute has served as the premier association for financial advisors, and facilitated advanced executive education programs featuring Ivy League-quality education with practical application.
Behavioural science gives advisors and executives the keys to facilitating change. Like it or not, professional financial advisors are in the business of shaping client behaviour. Knowledge and application of change strategies with clients, with oneself, and within one’s firm or practice can lead to greater business, professional and personal success.
In times of uncertainty, your clients will look to you, their advisor. Are you prepared with the latest behavioral finance techniques and strategies? Investments & Wealth Forum – Toronto, Facilitating Sustainable Behavioural Change, will equip you with the tools and techniques you need to counsel and advise your clients through a turbulent market.
For 37 years the Investments & Wealth Institute has served as the premier association for financial advisors and facilitated advanced executive education programs featuring Ivy League-quality education with practical application. This forum exemplifies this model with a speaker lineup that includes academic experts and top practitioners.
Who Should Attend
Learning Outcomes
The program will feature leading academics, practitioner consultants and a Women in Wealth panel.
Available until 7 April 2023
2-year membership included
*Signature and Elite Members: Your discounted rates will be displayed in your cart. Not a member? Click here to learn about membership and discounted conference rates.
BOOK WITH CONFIDENCE – Our Protection Promise to You!
To provide you with assurances about your plans to attend future in-person Institute events, we have made several arrangements to give you peace of mind. Requests to cancel or transfer a conference registration must be received in writing at conference@i-w.org. The registration fee less a $50 cancellation/transfer fee will be refunded for requests received by 12 September 2022. A 30-percent cancellation fee will be applied for cancellations between 13 September and 26 September 2022. The Investments & Wealth Institute is unable to provide refunds or transfer registration fees to another event after 26 September 2022. However, you will have access to all recorded sessions through 7 April 2023. You will receive an email from the Institute conference team confirming receipt of your request; if you do not receive an email with this confirmation within 24 business hours, please call 303-770-3377.
Herman Brodie, Founding Director, Prospecta Limited
Warren Berger, Author, Speaker, Questionologist
Lisa Kramer, PhD, Professor of Finance, Department of Management, University of Toronto Mississauga
John Nersesian, CIMA®, CPWA®, CIS, CFP®, Head of Advisor Education, PIMCO
Moderated by Herman Brodie and a panel of executives from Canadian Investment and Wealth Management Firms.
Panelists Include: Polyana Da Costa , Senior Investment Analyst, GQG Partners and Christine Rodrigues, Senior Vice President & Chief Operating Officer, National Bank Independent Network
"Amazing event that was able to be practically applied almost immediately."
"The overall content was packed with strong insight and thought-provoking of what could be brought back to our individual firms."
"I fully enjoyed the day and would recommend this to anyone who is looking for a smoother resolution to their negotiations."
"The tools here are extremely helpful to assist in finding a solution that works for everyone."
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