Financial Advisor Be-Fi Solutions

PREMIUM MEMBERSHIP

Less than one hour per month to get full value

  • Client & Prospect ‘Behavioral’ Content
    • White Labeled – Brand it as Your Own
    • Two Pieces Each Month (article & video)
  • Weekly Coaching Messages
    • Timely Client Discussion Points
    • Best Be-Fi Practices
  • Be-Fi Tools to Easily Coach Your Clients
    • Behavioral Finance Coaching Slide Decks
      • For in-office coaching & giving seminars
    • Scripts – On Demand Coaching Tips
    • Speaking Your Client’s Language
    • Behavioral Policy Statement
    • Mindful Decision Checklist
    • Risk & Bias Questionnaire
    • Money, Vision & Values Questionnaires
    • Behavioral Book of the Month – My Notes
  • Mastermind Groups & Retreats
    • Join a Virtual Group or Listen to Recordings
    • Come to In-Person Mastermind Meetings
  • Two Months of On-Boarding Calls 
    • Which Tools & Content Are Best For Your Business
    • Leveraging Resources to Grow Your Business
    • Posting, Campaigns, Social Media
    • Making it Easy, Efficient & Effective
  • Quarterly Coaching Calls
    • Implementation & Accountability

$599/MONTH

12-month minimum

ELITE – ALL ACCESS

More content, coaching, and accountability

EVERYTHING IN PREMIUM PLUS…

  • Biz Plan Driven Coaching & Accountability
    • Strategy, Review & Execution of Plan
    • Work With Partners to Execute Campaigns
    • Monthly Coaching & Accountability Calls (50 min)
  • Library of 100+ Behavioral Coaching Articles
    • Search by Category or Keyword
    • Use as an Article or Create Video Message
    • Become the Ultimate Thought Leader in Be-Fi
  • Real-Time Coaching During Crises
    • Situational Role Play (anticipate concerns)
    • Text Me – Priority Response & Assistance
  • Framing All Client Communication
    • Marketing & Onboarding Process & Messaging
    • Advisor-Written Commentary / Emails to Clients
  • Refine Your Brand & Message
    • Identify & Promote Your Brand
    • Control the Perception Others Have of You
  • Engaging Website Look & Wording
    • From a Psychological Aspect
    • Effective Calls to Action
  • Other Exclusive Benefits
    • Basecamp – Share & Collaborate w/ Group
    • In-Person Mastermind Meetings
      • Priority Registration, Attend at No Cost

$999/MONTH

12-month minimum

EXCLUSIVE OFFERING: Limited to 100 Memberships

Terms of MembershipS

12 month minimum commitment, then month-to-month. Must leave copyright mark on all materials. All deliverables including Slide decks, Questionnaires, Checklists, Scripts, and Speaking Your Client’s Language are licensed and may only be used with an active membership.