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Biagnostics™: Where Behavioral Finance Meets Client Experience

Session Speakers
Session Description

Why Attend
Learn how to incorporate behavioral finance into your practice with the Biagnostics™ framework from Charles Schwab Investment Management. 

Session Details
In today’s age of automated investing, a changing fiduciary landscape, and an impending multibillion dollar generational asset transfer, it’s more important than ever for financial advisors to master “human skills.” This brings behavioral finance—a field which seeks to combine psychology with economics to explain why investors make irrational financial decisions—to the forefront. In this session, you’ll learn how to apply Biagnostics, a behavioral finance-based framework to create an emotionally and financially customized client experience. Key learnings and action items:

  • Identify and mitigate client investing biases
  • Incorporate psychological and life stage needs in investing plans and communications
  • Design client experiences that address psychological and financial needs
  • Use Biagnostics tools to foster meaningful ongoing client conversations and long-term loyalty

Additional Information
CIMA-1.5 hrs, CPE-1.5 hrs, CE-1 hr
Education Session
1h 15m
Sponsored By


Booth: 935
Session Schedule