The Playbook for Human Advice
Date & Time
Sunday, March 24, 2024, 2:10 PM - 2:50 PM
Neil Bage Brian Portnoy

We introduce behavioral finance to advisors. We provide the advisor tools to organize their mind and structure their practice to share human-first financial advice. We simplify the subject of behavioral finance and give advisors tactical things to think about in their practice.

Location Name
Mockingbird 1-2
Full Address
Walt Disney World Swan Reserve
1255 Epcot Resorts Blvd
Lake Buena Vista, FL 32830
United States
Session Type
Breakout Session