9/14/2021 - Behavioral Finance - Robert Montella

Tuesday, September 14, 2021 - Virtual Meeting

Topic:      Understanding & Managing Client Decision Making & Behavior
                 (Accepted for -1- CFP® CE credit -- Program code:  294939)

This interactive workshop on behavioral finance will assist you in understanding what drives client behavior & how to respond in ways which will help retain & expand business.  Grounded in the discipline of behavioral investing, this workshop will cover the ways in which emotions, psychology & bias can drive client decisions;    develop a client communication plan aimed at dealing with & anticipating biases & outside influences; developing the strategies to influence behavior & deeper profiling questions to anticipate client emotions.

  Speaker:  Robert Montella, Senior Strategist -- Goldman Sachs

Rob serves as a Senior Strategist in Business Practices' for GSAM's Strategic Advisory Solutions team. He specializes in the delivery of practice management tools and services designed to improve financial advisors' business efficiency and productivity.

Prior to joining Goldman Sach's, Rob spent 16 years with Ameriprise Financial, most recently as a Managing Partner with RiverSource University. In that role, he was instrumental in the development and implementation of a program that provided performance coaching and practice management consultation to top financial advisors at over 20 firms.

Rob's work in the areas of Emotional Intelligence and Behavioral Finance has been featured in many industry journals and more recently in the book, "Educating Others to be Emotionally Intelligent."  Rob received his Bachelor's degree from the Governor's State University.