02-24-2015 Using Brain Science To Enhance Your Clients’ Financial Success & Emotional Wellbeing
Tuesday, February 24th, 2015
Speakers: Arun Abey, Bernie Bolger and Dr. Jay Kumar
An Applied Behavioral Finance and Private Wealth Management group co-sponsored event
The key to optimizing customer relationships requires that you not only manage your clients’ financial wealth, but assist them to link this to a plan that invests in their long-term health and happiness. Led by renowned experts in the respective fields of financial investment (Arun Abey), behavioral psychology (Bernie Bolger) and social neuroscience (Dr. Jay Kumar), this unique seminar draws upon and applies the latest brain science research into actionable strategies to improve your effectiveness as a financial planner and wealth manager. Specifically, the presentation helps you to achieve three goals: 1) empower your relationship with clients as both a respected expert and a trusted counsel 2) align your clients’ financial resources, regardless of market performance, with greater emotional prosperity and 3) implement a value proposition where success is measured not just as a quantitative bank-balance but also as a qualitative life-balance. Ultimately, we provide financial advisors with soft-skills training which allows them to generate two sources of value for their clients: the currency of long-term financial success and that of emotional wellbeing. Discover how this next-generation of wealth management will create sustained value for both your clients and your business.
As a participant in the CFA Institute Approved-Provider Program, the
CFA Society of Los Angeles has determined that this program qualifies
for 1 credit hours. If you are a CFA Institute member, CE credit for
your participation in this program will be automatically recorded in your CE Diary.
Date: Tuesday, February 24th, 2015
Time
Networking: 11:30 am - 12:00 pm
Lunch: 12:00 pm - 12:30 pm
Presentation: 12:30 pm - 1:30 pm
Location: Intercontinental Hotel, Century City
2151 Avenue of Stars
Los Angeles, California 90067
Parking: Valet $12
Dress Code: Business Casual
Payment Information:
Methods of payment accepted: Visa/Mastercard, American Express and Discover. If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number. Mail check to: CFA Society of Los Angeles, 520 S. Grand Ave, Suite 370, Los Angeles CA 90071.
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
