Operationalizing Behavioral Finance: How to Build, Scale, and Transition a Wealth Practice That Lasts
What does it actually look like to embed behavioral finance into the operating system of a wealth management firm?
Frank Corrado built a successful advisory business, scaled it, sold it, transitioned it to partners, and continues to lead with purpose. His secret was not product selection or performance. It was operationalizing behavioral insight so that client relationships deepened, referrals increased, and succession became real rather than theoretical.
In this conversation, Marla Sofer and Frank Corrado explore how advisors can move beyond talking about behavioral finance and start designing firms where empathy, discovery, and purpose drive measurable growth.
If you care about retention, next-generation engagement, succession, or building an enduring firm, this session is for you.
Four Core Themes
Designing Lives, Not Just Portfolios
Why behavioral finance is not a “soft skill” but a growth strategy
From Philosophy to Process
How to operationalize empathy, discovery, and purpose across your team
Building a Firm That Survives You
How behavioral alignment strengthens succession and continuity
Real Differentiation in a Commoditized World
Why deep discovery is the only durable competitive advantage
Speakers:
Frank Corrado, Principal and Managing Director at Robertson Stephens, CPA, CFP®, RLP®
Marla Sofer, Founder & CEO, Knomee, former Microsoft, BlackRock, JPMorgan, & fintech exec