VIDEO SERIES

The Behavioral Finance Guide to IPOs

In this free video series, you'll learn why everyone is predisposed to irrational thinking, what cognitive pitfalls may be holding you back and how to employ tools to nudge yourself toward financial success.

What We'll Cover in This Series


We strongly believe that if you fail to plan you are planning to fail. The following videos are a great way to start your IPO planning process.

VIDEO 1

How the Brain Works

Why your brain is really lazy
The two different ways we think
How cognitive bias can hold you back
VIDEO 2

Cognitive Pitfalls to Avoid

Everyone makes mistakes, get over it
The most common mental shortcuts we see
How tools can improve decision making
VIDEO 3

Employing Tools for Success

It's not enough to be highly intelligent
Examples of effective tools you can use
How we believe you are most likely to succeed

ABOUT THE SPEAKER

Hi, I'm Evan Schmidt

 

I help executives and technology professionals transform their equity grants into clear and actionable plans.

Because of this unique focus, I've had the privilege of guiding clients through investment decisions regarding recent IPOs like Snap, Dropbox and Lyft. In fact, many of the insights I share in this video series are inspired by those planning experiences.

My qualifications include an MBA from Duke University, the CERTIFIED FINANCIAL PLANNER™ designation and various industry awards.

 

AS FEATURED IN

Are you prepared for your upcoming IPO?





Schmidt Financial Group, Inc. is a Registered Investment Advisor Firm. Schmidt Financial Group, Inc. does not provide tax, insurance or legal advice. Copyright 2018 Schmidt Financial Group Inc. Privacy Policy. Disclosure.