Behavioral Finance Offerings

What You Get:

  • Monthly Client Content
    • Video – plug & play or brand/record as your own
    • Ghostwritten article
  • Weekly Coaching Messages
    • Anticipate & proactively address investor behavior
    • Best practices/implementation of behavioral finance
  • Coaching Webinars
    • Improving your business practice
    • In depth “how to” effectively communicate with clients

Terms of Use
Must use provided copyright mark on all material. Only for subscriber use (not to share with another).

What You Get:

  • Everything in Content PLUS
  • Individual Coaching Calls
    • Scheduled & as needed
    • Best practices/implementation of behavioral finance
  • Behavioral Policy Statement
    • Systematize behavioral coaching
  • Messaging/Branding/Marketing
    • Value statement
    • Website messaging, CTA, engaging clients & prospects
    • Teaching correct perceptions
    • Responding to client concerns
  • Behavioral Finance Slide Decks
    • Client & prospect seminars
    • In-office behavioral coaching aids
  • Behavioral Questionnaires
    • Behavioral biases
    • Framing the portfolio review
  • Speaking Your Client’s Language
    • Communication assessment
    • Advisor & client reports
  • Mastermind Retreats
    • Workshop & Networking
  • Implementation & Accountability
    • Help you get stuff done
    • Follow ups & progress check-ins
  • Exclusive – Only 100 Members

Terms of Use
Must use provided copyright mark on all material. Slide decks, questionnaires and Speaking Your Client’s Language cannot be used outside of an active membership, even if downloaded and branded by firm. 

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

– Anthony Williams, NEXT Financial

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

– Brock Williamson, RIA

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

– Chad Parmenter, Securities America

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

– Esther Szabo, RIA

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

– David Miller, Morgan Stanley

Mastermind Testimonials