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.

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