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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