Guest Expert: Dr. Matt J. Goren, CFP®, CerefiCognitive and emotional biases are deviations from rationality. Almost all discussions of biases in financial planning focus on how to reduce or eliminate them; to be rational decision-makers. Desp...
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The session opened my eyes to expanded lines of client questioning.
- Wayne W.
love the idea of "removing client from decision-making process", through automation, rules, etc.
- Michael H.
"The application of scientific cognitive bias research to financial planning and advisory activities in general.
New perspectives on artificial intelligence. This was an excellent presentation which aligned with some areas I am currently interested in."
- Mark Z.

The session opened my eyes to expanded lines of client questioning.
- Wayne W.
love the idea of "removing client from decision-making process", through automation, rules, etc.
- Michael H.
"The application of scientific cognitive bias research to financial planning and advisory activities in general.
New perspectives on artificial intelligence. This was an excellent presentation which aligned with some areas I am currently interested in."
- Mark Z.