2026 Series - Episode two: Closing the Money Behaviour Gap Join us on Wednesday, March 11, 2026, from 12:00-1:00 PM (EDT) for a special one‑hour Coffee Talk being held at a new time for this episode only featuring Kelly Keenh, CEO and Director at Money Wise Institute; Dr. David Lewis, MBA, PhD, CFA Consultant and Independent Director; Kelly Ho, CFP, CCS, Partner of DLD Financial Group Ltd.; and Tina Tehranchian, C.M. ,MA, CFP, CLU, CHFC, CIM, Senior Wealth Advisor at Assante Capital Management Ltd. This practical, story-driven conversation will explore a challenge every advisor knows well: clients often understand what they should be doing financially, yet still struggle to follow through. Our panel will unpack the psychology behind the “say–do” gap and share how advisors can close it using empathy, behavioral science, and stronger implementation strategies. Walk away with actionable insights to help your clients move from intention to execution, strengthen trust, and ultimately achieve better financial outcomes.
This is expected to be a content-rich, high-value session, and time may be limited for live Q&A. To ensure your questions are addressed, we encourage you to submit them in advance when completing your Eventbrite registration. Please refer to the chart below for your local timezone: |
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