THE CITY CLUB Meeting Details

Tuesday, May 8, 2018
11:30 am - 1:30 pm

Topic:
 The New Science of Engaging & Guiding Clients

Speaker(s):
 Shachar Kariv
Chief Scientist of TrueProfile.com & Capital Preferences Benjamin N. Ward Professor of Economics, University of California Berkeley

Thank You to Our Meeting Sponsor:

      

Program Description:
The medical profession has gone through a transformation as a result of sophisticated diagnostic tools, like X-Rays and MRIs, reaching ever-increasing levels of understanding about patients. In contrast, financial advice has arguably stalled, using antiquated questionnaires and surveys that seem to annoy instead of revealing what is true. 
 
In this talk, Professor Kariv will detail breakthroughs in gamified scientific profiling methods, allowing us to understand clients through their decisions, not their words. Professor Kariv will then define the elements of a holistic client profile and show you how to uncover these elements using breakthroughs in applied behavioral economics and gamification. To illustrate, he will use the TrueProfile behavioral economics toolset, which attendees can learn about in advance at www.TrueProfile.com.

Speaker Bio:
Shachar Kariv, Chief Scientist of TrueProfile.com & Capital Preferences Benjamin N. Ward Professor of Economics, University of California Berkeley
Professor Shachar Kariv is a global innovator and former Chair of the acclaimed Economics Department at the UC Berkeley where he now leads the Innovative Advisor Program for Berkeley Executive Education.  As Chief Scientist of technology firms TrueProfile.com & Capital Preferences, his research, and inventions are helping thousands reach a deeper and more accurate understanding of their clients.  Leveraging his team’s breakthroughs in game theory and econometrics, Shachar has invented the only profiling methods to achieve publication in the top scientific journals of the world and to be tested across the most robust research panels in academia.  He is shaping the future of advice-giving around the world - using engaging, gamified experiences for clients that let you predict their behavior in good times and in bad, and working towards a future where Every Client is Understood, and Every Cent Makes Sense.

Meeting Agenda
11:30 am -11:45 am - Registration & Networking
11:45 am - 12:00 pm - Chapter & Sponsor Announcements and Lunch
12:00 pm - 1:30 pm - Speaker Presentation and Q & A
1:30 pm - Program Closes

You may still register online after May 4, 2018, however, you will be charged the Regular Registration price; online registration closes at midnight, May 6, 2018.

*This topic has been approved by the CFP Board for 1.5 hours of CE credit. 

Lisa Aliferis is the founding editor of KQED's State of Health blog. Since 2011, she's been writing stories and editing them for the site. Before taking up blogging, she toiled for many years producing health stories for television, including Dateline NBC and San Francisco's CBS affiliate, KPIX-TV. She also wrote a practical guide on the affordable care act titled Obamacare Explained – A Guide for Californians, produced by KQED News and The California Report. You can follow her on Twitter: @laliferis