Psychological factors affect financial decisions much more than we often realize. Despite our best efforts, cognitive bias, emotions, and context play a significant role in our choices and can often lead to sub-optimal outcomes for our clients. To help you understand these factors, better guide and communicate with your clients and help them achieve their financial goals, we are hosting a free webinar led by industry experts Brian Pasalich and Shannon O’Malley.
Brian M. Pasalich
Chief Executive Officer & Co-Founder at Syntoniq, Inc.
Shannon O'Malley
Head of Client Experience at BEworks
