Firm Management and Client Relationships

1:00–1:30 pm ET

How Psychological Principles Can Help You Think and Act Your Way through a Financial Crisis and Personal Stress

Daniel Crosby
​Chief Behavioral Officer
Brinker Capital

  • The COVID-19 pandemic is unique in that it threatens our physical, psychological, and financial well-being.
  • Financial services professionals, who often serve as buffers between their clients and bad decisions, can be especially taxed because they must attend to their own needs as well as those of the people that they serve.
  • Hear practical tips for maximizing personal wellness while assisting clients in making sound decisions in uncertain times.

Speaker Presentation
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11:45 am–12:05 pm ET

Thinking in Bets: Making Smarter Decisions in a Time of Uncertainty

Annie Duke
Author and Former Professional Poker Player​

Interviewer: Morgan Housel, Partner, Collaborative Fund Read More