Behavioral Finance Application For Advisors

Easily Incorporate Behavioral Finance in Your Practice

Expected Outcomes: 

  • Grow your business
  • Improve investor decisions and experience
  • Increase your confidence
  • Spend less time walking clients off the ledge (they won’t get there)

For Advisors Who: 

  • Believe in behavioral finance, but don’t have the time nor desire to “reinvent the wheel” or create their own unique content
  • Leverage your time by using turnkey content and coaching solutions – from a CFP practitioner with over 20 years experience with clients
  • Requires less than 90 minutes each month to get full value
  • Weekly behavioral coaching messages (talking points, best practices)
  • Client ready behavioral content to use with clients (at least 2 per month)
  • Behavioral tools that help you know and connect deeper with clients
  • A real differentiator that adds significant value (and protects your margins)

Investment News Interview:  Applying Behavioral Finance