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)