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Financial Psychology

If you're focusing on this Category and want to learn from the best, then check out the content we have for you.

Meet our Speakers

We've gathered some of the top experts in the field to discuss this topic. With years of experience between them, they're well-equipped to offer invaluable insights and perspectives.

Kim Potgieter CFP®

Kim Potgieter CFP®

Chartered Wealth Solutions, South Africa

John Dashfield

John Dashfield

Client Centred Advisers

Sarah Asebedo Ph.D., CFP®

Sarah Asebedo Ph.D., CFP®

Texas Tech University

Chris Budd

Chris Budd

Initiative for Financial Wellbeing

Amy Florian

Amy Florian

Corgenius

Dr. Brad Klontz Psy.D., CFP®

Dr. Brad Klontz Psy.D., CFP®

Your Mental Wealth Advisors

Dr. Moira Somers Ph.D., C.Psych.

Dr. Moira Somers Ph.D., C.Psych.

Money, Mind and Meaning

Neil Bage

Neil Bage

Be-IQ

Andy Hart

Andy Hart

Humans Under Management

Talks

Advisor Success - Braver Conversations

Kim Potgieter

The What, The How and the Why of Financial Wellbeing

Chris Budd

Creating a transformational client experience

John Dashfield

How to Be the Best Advisor in Your Client’s Worst Times of Life

Amy Florian

Financial Psychology for Financial Planners

Brad Klontz

Rethinking Risk Tolerance Assessments

Moira Somers

Providing value when markets are volatile

Sarah Asebedo

Understanding the Human: The power of behavioural insight

Neil Bage

Informed Risk For The Financial Literate

Andy Hart