Overview

Successful investing isn't driven by markets alone—it is often shaped by human behaviour. Emotions, cognitive biases and decision-making under uncertainty can have a significant impact on long-term investment outcomes, making behavioural finance an increasingly important capability for today's wealth professionals.

As market volatility, geopolitical uncertainty and information overload continue to challenge investors, advisers are playing a critical role in helping clients make disciplined, long-term decisions rather than reacting to short-term market events.

This webinar brings together leading experts in behavioural finance, psychology and wealth management to explore how behavioural insights can strengthen client relationships, improve investment outcomes and help advisers deliver greater long-term value.

Key Takeaways

By attending this webinar, participants will:

  • Understand the behavioural biases that most commonly influence investor decision-making
  • Explore practical techniques for helping clients navigate uncertainty and avoid emotional investment decisions 
  • Learn how leading advisers use behavioural coaching to strengthen trust and long-term client relationships
  • Examine how behavioural finance can improve portfolio outcomes beyond traditional investment advice
  • Leave with practical approaches that can be applied immediately in client conversations

Date and Time

19 November 2026

11:00 AM ET | 4:00 PM BST

Duration: 1 hour

Speakers

Greg Filbeck, CFA

Vice Chancellor and Associate Dean of Academic Affairs
Penn State Erie, the Behrend College

Sarah Newcomb

Lead Behavioral Scientist
Edward Jones

Brian Portnoy, CFA

Founder
Shaping Wealth