CONSISTENT CLIENT COMMUNICATION

WITHOUT HAVING TO CREATE IT YOURSELF

CONSISTENT CLIENT COMMUNICATION

WITHOUT HAVING TO CREATE IT YOURSELF

Each month, get ready-to-use behavioral content to keep clients grounded during uncertain markets.

MONTHLY CONTENT TO SEND AS YOUR OWN

$150/month first advisor
$25/month each additional advisor

Advisors know what they want to say.
The challenge is how and when to say it.

Monthly Client Content: Two new, timely pieces each month: one article and one short video to share with clients. View past content.
White-Labeled for Your Brand: Add your logo and make the content your own.
Weekly Coaching Messages: Talking points and perspective to keep you top-of-mind with clients and centers of influence.

👉 Month-to-month. Use it for a month and see if it fits your process.

Best for advisors who want consistent client communication without creating it themselves.

WHAT ADVISORS SAY

Real advisors using Behavioral Finance to deepen trust and drive results.

“Content conveys what I would like to communicate to clients effectively but don’t have the time to do.”

Esther Szabo / RIA

“The behavioral client content engages my clients and they often share it on social media.”

Jonathan Lau / Mass Mutual

“The BFN has taken my game to the next level. I have extreme confidence in my value.”

David Miller / Morgan Stanley

“The coaching, material and help with messaging are a tremendous value add. A complete game changer.”

Anthony Williams / Cetera Advisors

“The behavioral material is timely and relevant. It connects clients back to their plan while making me look good in the process.”

Brock Williamson / RIA

“The coaching tools have helped us communicate better with clients and position us uniquely to our competition.”

Chad Parmenter / Osaic