Dollars and Sense

October 23

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Jeff Kreisler’s entire job is studying why people make bad decisions with money. He’s Head of Behavioral Science at J.P. Morgan Private Bank and author of Dollars and Sense.

A former stand-up comedian and founding editor of PeopleScience, Jeff also wrote Dollars and Sense: How We Misthink Money and How to Spend Smarter.

Most people assume their financial choices are rational—they usually aren’t.

Jeff unpacks why people spend, save, and avoid risk the way they do, and where those instincts can steer clients wrong, then shares real research and examples for what to do about it, helping advisors lead clients toward decision-making that helps them choose better.

Speakers

Jeff Kreisler

Head of Behavioral Science
J.P. Morgan Private Bank