What does it actually look like to embed behavioral finance into the operating system of a wealth management firm?

Frank Corrado scaled and sold his advisory business by prioritizing behavioral insights over market performance, resulting in deeper client ties and a successful leadership transition.

Join us on March 11 as Marla Sofer and Frank Corrado discuss how to embed behavioral finance into a wealth management firm's operating system by prioritizing empathy, discovery, and purpose to enhance client relationships and drive growth. We’ll explore how to operationalize behavioral insights to boost referrals and secure long-term success, making it essential for retention and succession planning.