A 40-minute view. 

In this very good-humoured session with Brian Portnoy Ph.D. CFA and Neil Bage which forms part of our ongoing Festival of Innovation they both kindly contribute to the debate on Behavioural Science and explain how they are seeking to assist investors by bringing education and insight on behaviour based on the collective experience of the Shaping Wealth team to financial advisers across the world.

They explain how they are seeking to do this via their new venture, Shaping Wealth, delivering video, podcasts, and more in a highly engaging content set encompassing long-form to bite-sized sessions of educational and informative content. Utilising modern learning systems and technology supported by their extensive knowledge.

Speaking of the highly important work done by financial advisers, the feedback they receive from the advice community and how things are moving in the sector there is a lot of ground covered.

We are incredibly grateful to both Brian and Neil for their time, insights, and good humour during this session.

By the way, for those members who have not yet caught up with the Bitesize Behaviour Podcast hosted by Neil, you really should go and have a listen here.

This really is one of those don’t miss sessions in our opinion.