Preet Banerjee

Behavioural Finance Expert

Speakers' Spotlight Showcase 2014

TEDx: Why 2.5 billion heartbeats might change the way you think about money

Introduction to Financial Psychology

Speakers' Spotlight Showcase 2014

TEDx: Why 2.5 billion heartbeats might change the way you think about money

Introduction to Financial Psychology

Originally trained as a neuroscientist, Preet Banerjee now excels within the world of finance. Best known as a financial panelist on CBC’s The National and as a contributor to The Morning Show on Global, Banerjee inspires others to become financially empowered through his world-class expertise and unique ability to take the complexity out of money matters. He speaks on behavioural finance, economics, and personal finance.

Banerjee is currently a consultant to the wealth management industry, specializing in the commercial application of behavioural economics. He is also the founder of MoneyGaps, a hybrid-advisor financial technology startup. Prior to this, he worked in institutional investment sales and product development and as a financial advisor and professor. Banerjee is a Fellow of the Canadian Securities Institute and holds the Derivatives Market Specialist and Financial Management Advisor designations.

In 2009, Banerjee won the inaugural Ultimate W Network Expert Challenge, a reality show competition that led to him being named the host of Million Dollar Neighbourhood on The Oprah Winfrey Network. Since then, he’s been named one of Canada’s Top 10 Financial Visionaries by Advisor.ca, and is a past first-place prize winner in the Portfolio Management Association of Canada’s Excellence in Investment Journalism Awards.

Banerjee currently hosts the podcast, Mostly Money, and is a creator on YouTube with over 115,000 subscribers. He’s also the author of three books, including Stop Over-Thinking Your Money: The Five Simple Rules of Financial Success.

Currently pursuing a doctorate at the Henley Business School in the UK, Banerjee is the chair of the Foundation for the Advancement of Investor Rights Canada, a partner and director with Wealthscope Portfolio Analytics, and was previously a governor of the University of Toronto.

Speaking topics

Presentations listed below include in-person and virtual keynotes, as well as workshops, fireside chats, and other presentation formats.

The Real Value of Human Insight and Advice in a Digital World

Financial consumers need advice more than ever. While a laser-like focus on fees has taken centre stage, the role of value has taken a back seat. Using insights from his doctoral research into the value of financial advice across delivery channels, Preet Banerjee will explain how the industry has faced existential crises before, how they adapted, and what the future looks like for prosperous clients. Combining his background in neuroscience and finance, Preet will examine the two other pillars of value that financial advice providers can deliver: behavioural management, and comprehensive wealth management.

Behaviour management starts with the premise that we are hard-wired to make bad decisions about money. Starting by examining the biological basis for this, strategies are then explained that improve the financial well-being of clients; strategies that advisors can utilize immediately, with demonstrable results.

Finally, and most importantly, Preet will discuss his research which looks at the measurement and value of comprehensive wealth management. Robo-advisors and automated investment portfolios purport to be low-cost, but when measured in the context of all aspects of personal wealth management, may look very expensive compared to a full service advisor who deals with insurance, estate planning, tax planning, and more.

There is real value in real advice.
Behavioural Finance: Why We Are Hard-Wired To Make Bad Money Decisions
Making better financial decisions can lower stress and increase productivity both at home and at work. Bringing together his background in neuroscience, money, and even cars, Preet Banerjee explains how the human brain is hard-wired to make bad decisions about money, and what you can do about it.

Banerjee can customize this talk for any audience including for:
- financial advisors
- human resources professionals
- college and university audiences
Crisis-Ready Personal Finance

The world is experiencing a health and economic crisis this generation has never seen before. In this keynote, Preet Banerjee provides a step-by-step action plan for managing your money.

Get clarity with your finances, create a short-term strategy that accounts for the uncertainty of what’s going on, and learn what mistakes to avoid when it comes to your investments.
Being a Trusted Advisor in Uncertain Times

The value of financial advice is needed now more than ever. With an unprecedented health and economic crisis, all clients are questioning their financial decisions and futures; but good advice doesn’t work if clients don’t follow it.

Drawing on insights from behavioural economics, coupled with his doctoral research into the value of financial advice across delivery channels, Preet Banerjee shares strategies to increase “advice adherence” with your clients, as well as how to use this opportunity to not only prove your value but attract new clients and increase referrals on a regular basis.