Behavioral Financial Advice and Financial Intelligence

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Recorded On: 05/07/2019

What clients want from their financial advisor is changing. No longer are better technology, economic forecasting and an expansive product set competitive differentiators in financial services. In this workshop, you’ll learn how to apply groundbreaking behavioral finance tools and techniques to improve your clients’ financial decision making and create superior portfolio performance.

Bob Nedbal

CPCC, Senior Vice President

As a Senior Vice President with think2perform, Bob brings 20 years of leadership experience delivering exceptional results in high pressure, high stakes environments with government, military and intelligence clients. He also held leadership roles in national and global nonprofit organizations serving higher education, financial services and technology industries. His life-long study of leadership and teamwork fuels his passion as a coach and consultant working with business owners, executives, and teams.

Bob holds a Bachelor of Science degree in Economics from George Mason University. He is a Certified Professional Co-Active Coach, and has completed programs in Breakthrough Leadership, The Leadership Challenge, and Agile Leadership among others. Bob and his wife, Karen live in Fort Collins, Colorado.

Ryan Goulart

Vice President, Business Development & Marketing

Ryan brings to think2perform first-hand knowledge and experience from the Millennial Generation under 30 years of age, an emerging, key stakeholder to leaders and their organizations.  As Vice President of Business Development and Marketing, Ryan begins by gathering and assessing available data from clients, then blends into that data think2perform’s proprietary analysis of research into similar clients, as well as research from social media and other public sources.  All to assist think2perform in developing tools or programs that effectively engage audiences to meet client needs.

“Men and women in their 20s are evolving their values system and have differing views of work-life balance,” Ryan says.  “For organizations to grow and prosper in the years ahead, leaders have a special challenge and obligation to connect well with younger colleagues today.” Ryan joined think2perform in 2010 as an expert on how the brain influences behavior, following completion of his B.S. degree in Neuroscience from Stonehill College in Easton, Massachusetts. In addition to his work on behalf of clients, Ryan also tracks evolving workplace and leadership trends in support of think2perform’s marketing to new clients. He lives in Minneapolis.

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Behavioral Financial Advice and Financial Intelligence
Recorded 05/07/2019
Recorded 05/07/2019
CE Credit and Certificate
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available You must watch the session recording for a minimum of 50 minutes to receive CDFA CE credit.