Behavioral Finance Application For Advisors
Easily Incorporate Behavioral Finance in Your Practice
Expected Outcomes:
- Grow your business
- Improve investor decisions and experience
- Clearly show you are different and superior to competition
- 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 one hour 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)
What the Member Home Page Looks Like
