Financial Advisor Be-Fi Solutions

PREMIUM MEMBERSHIP

  • Client & Prospect ‘Behavioral’ Content
    • White Labeled – Brand it as Your Own
    • Two Pieces Each Month – One Article, One Video (< 90 sec)
  • Weekly Coaching Messages
    • Timely Client Discussion Points
    • Best Be-Fi Practices
  • Behavioral Finance Slide Decks
    • Easily Coach Principles During Client Reviews
    • Give Behavioral Seminars/Webinars
  • Behavioral Finance Turnkey Tools
    • Behavioral Policy Statement
    • Speaking Your Client’s Language
    • Mindful Decision Checklist
    • BeFi Scripts – Like Having Me in Your Office
    • Risk & Bias Questionnaire
  • Mastermind Groups & Retreats
    • Join a Virtual Group or Just Listen to Recordings
    • Come to In-Person Mastermind Meetings
  • Four Initial On-Boarding Calls
    • Which Tools & Content Are Best For Your Business
    • Using It Efficiently & Effectively (less than one hour per month)
  • On-Going Personal Quarterly Coaching Calls
    • Implementation & Accountability

Schedule a call

Terms of Membership

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.

MEMBERSHIP ADD-ONS

PERSONAL COACHING PROGRAM

  • Biz Plan Driven Coaching & Accountability
    • Strategy, Review & Execution of Plan
    • Work With Partners to Execute Campaigns
    • Monthly One-On-One Coaching Call (50 min)
  • Real-Time Coaching During Crises
    • Having ‘Behavioral’ Conversations 
    • Situational Role Play (anticipate concerns)
    • Text Access – Priority Response & Assistance
  • Framing All Client Communication
    • Onboarding Process & Messaging
    • Advisor-Written Commentary
    • Marketing/Social Media Messaging
    • Business/Operations Changes
  • Other Exclusive Benefits
    • Basecamp – Share & Collaborate w/ Group
    • Additional Content to Use as Your Own
    • In-Person Mastermind Meeting Benefits
      • Pre-Regisitration – Guaranteed Spot
      • No Cost For Longstanding Advisors 

MONTHLY INVESTMENT

$500

3 month minimum, then month-to-month

WEBSITE/BRANDING PACKAGE

  • Easy – I Do Most of the Work
    • What’s Most Important to You
    • Copy & Design Ideas Within Two Weeks
    • Approx. Three Hours of YOUR Time
  • Refine Your Brand & Message
    • Identify Your Branding Statement
    • Control the Perception Others Have of You
    • Build & Engender Trust
  • Website Design & Messaging
    • Psychology of Engagement
    • Effective Calls to Action
  • Email Campaigns & Social Sharing
    • Attractive Emails, Analytics
    • Promote Client Sharing 
  • Optimize OnBoarding Process
    • Setting Expectations, Behavioral Coaching
  • Be Clearly Different & Superior
    • It’s About Value, Not Fees
    • Make it Easy for Prospect to Discern Your Value

ONE – TIME COST

$4,000

Design & messaging only – coding not included

Schedule a call