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The future of advising in the age of AI

As headlines continue to tout the disruptive power of AI, join experts Brian Portnoy and Dan Egan as they discuss the fast-moving table stakes for setting your practice apart.

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What's on the agenda?

  • Why advisors need to double down on being the most ‘human’
  • How AI and humans can join forces to create better outcomes
  • Leveraging tech to outsource busywork and drive more productive client relationships.

 

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Meet the speakers

  • Dan_Egan_Webinar_Bio

    Dan Egan

    VP of Behavioral Finance and Investing, Betterment

    Dan Egan is the head of Behavioral Science at Betterment. He uses behavioral finance to help people understand how they can make better financial and investment decisions. He is a frequent commentator on investor behaviors, and his research has been published in multiple academic journals and books. He lectures at Columbia University and New York University. Follow Dan on Twitter @dan_bmt.
  • Brian-Portnoy-Head-Webinar

    Brian Portnoy, Ph.D., CFA

    Founder of Shaping Wealth

    Brian Portnoy is an expert in the psychology of money. He is the founder of Shaping Wealth, a coaching and content platform inspiring financial wellbeing globally. Brian’s multiple bestselling books have been published in 8 languages and one of them, The Geometry of Wealth, inspired his current venture. He previously worked for nearly 20 years in the hedge fund and mutual fund industries as investor, researcher, and educator.

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