For the DIY Advisor

  • Monthly Client Content
    • White label, video & article
  • Weekly Coaching Messages
    • Best practices, Timely topics
  • Coaching Webinars & Discussion
    • Improving your business 
  • Differentiate Yourself! Module
    • Tips for website, marketing
  • Behavioral Risk Questionnaires
    • Biases, Preferences
  • Initial On-Boarding Call

Accountability & Coaching

  • Everything in Basic 
  • Individual Coaching Calls
  • Mastermind Study Groups
  • Premium Behavioral Tools
    • Behavioral Policy Statement
    • Behavioral Finance Slide Decks
    • Speaking Your Client’s Language
    • Scripts – Behavioral Messaging
    • Mindful Decision Checklist
  • Behavioral Client Webinars
  • In-Person Network Retreats

What You Get

  • REFINE BRAND & YOUR MESSAGE
  • Easy – I Do Most of the Work! 
  • Website Design & Messaging
    • Psychology of engagement
    • Effective calls to action
  • Content Email Campaigns
    • Increase Clicks & Shares
  • Be Clearly Different & Superior 
  • Fine Tune Your Onboarding
  • Attend Mastermind at No Cost
  • Lifetime Discount – Premium

Terms of Use
Must leave copyright mark on all materials. All deliverables including Slide decks, Questionnaires, Scripts and Speaking Your Client’s Language are licensed and may only be used with an active membership.