Vance Barse, AIF®
Wealth Strategist

News

Vance’s Blog

See You at the Toews Behavioral Portfolio Design Workshop

You may know that I have a degree in Neurobiology & Neurophysiology. As you’d imagine, I have a keen interest in how the mind works and the emotions that go into making decisions involving finance. In that regard, I’m happy to be attending the Toews Behavioral Portfolio Design (TM) workshop in San Diego, Tuesday, November 6, 11 AM - 2 PM, at Seasons 52, 789 W Harbor Dr. #134. See the Toews Advisor Training page for more details on the program and CE credits available. Sign-up via Eventbrite here.

In brief, Toews introduces current research on behavioral science to help advisors build a process for training and managing investor behavior. I am always looking to partner with like-minded professionals who can appreciate new and effective ways of serving clients. I look forward to learning more about the Toews approach at the workshop, and networking with like-minded advisors and support professionals.