XPX New York | The Advisor Psychology Advantage

This presentation gives advisors the behavioral edge they need to guide founders and business owners through one of the most emotionally charged decisions of their lives. In this fast-paced session, you’ll see how identity, bias, and fear quietly shape founder behavior - and how advisors can skillfully navigate those dynamics to create clarity, alignment, and genuine urgency for forward progress.

If you work with owners who hesitate, stall, or struggle to articulate what they really want, this program delivers practical, immediately usable techniques to unlock better conversations and better outcomes.

Brian Lasher and Dr. Miki Lasher of Euclid Harding introduce actionable behavioral finance tools and advisor ready communication strategies you can put to work right away. You’ll learn how to spot the cognitive biases that surface during transitions and guide founders through ambivalence, denial, or vague “someday” thinking - toward committed next steps and clearly defined success. With Brian’s 25+ years in and around the family office world and Dr. Miki’s 15+ years as a licensed psychologist in private practice, they bring a uniquely integrated approach to business advisory, wealth and investment management, and preparing founders for clear, confident decision making.

Our Speakers:

Brian Lasher
Managing Director
Euclid Harding LLC

Dr. Mikaru Lasher
Behavioral Finance Specialist
Euclid Harding LLC

Registration Fees:

XPX NY and Tri-State Members in good standing are complimentary, so join Today!

Non-members:

$75.00 Early Bird (through 2/23)
$90.00 Regular Fee$100.00 Same Day Registration/Walk-In Fee

XPX Chapter Network Members:

$65.00 Early Bird (through 2/23)
$75.00 Regular Fee
$85.00 Same Day Registration/Walk-In Fee

Breakfast will be provided.

First Time Guest:  Complimentary pass for potential members to a first XPX event.  Member referral is required. Member (not guest) must, email angie@exitplanningexchange.com to register a FIRST TIME guest.