Behavioural Finance and Client Psychology I Roundtable - April 2026
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Learning: Skills & Abilities
Behavior drives returns: Uncover why understanding clients’ money stories may be advisors’ real edge, even as AI changes the game. Join our host Mosidi Modise in this panel discussion with Matthew Marrian, Director, InvestSense, Sharon Moller, Financial Coaching Specialist, Old Mutual Wealth and Rita Cool, Head: Retail Best Practice, Alexforbes
