Join The Behavioral Finance Network

ADVISOR TESTIMONIALS

SILVER MEMBERSHIP

Behavioral finance content and discussion points.

Monthly Client ‘Behavioral’ Content

  • Two Pieces Each Month (article & video)
  • White Labeled – Brand it as Your Own
  • See Prior Content 

Weekly Coaching Messages

  • What to Anticipate & Timely Discussion Points
  • Tips on Effectively Implementing Behavioral Finance

Scripts – Situational Coaching Messages

  • Over 30 behavioral talking points

Three On Boarding Calls

  • Best Practices – Posting, Email Campaigns, Social Media

Month-to-Month Membership

$200/month   (Teams additional charge)

GOLD MEMBERSHIP

Behavioral Finance Tools for Your Business

 

EVERYTHING CLASSIC PLUS…

  • 10 Turnkey Behavioral Finance Tools
    • Slide Decks, Scripts, Behavioral Policy Statement
    • Questionnaires, Checklists & Personality Tool
  • Mastermind Groups & Retreats
    • Join a Virtual Group or Listen to Recordings
    • Come to In-Person Mastermind Meetings
  • Regular & Personal Coaching Calls  
    • Implementation – Which Tools are Best for You
    • Quarterly Accountability & Best Practices

$599/MONTH

12-month minimum

PLATINUM MEMBERSHIP

Be-Fi Tools, Mastermind Retreats, Coaching Calls

 

EVERYTHING CLASSIC PLUS…

  • 10 Turnkey Behavioral Finance Tools
    • Slide Decks, Scripts, Behavioral Policy Statement
    • Questionnaires, Checklists & Personality Tool
  • Mastermind Groups & Retreats
    • Join a Virtual Group or Listen to Recordings
    • Come to In-Person Mastermind Meetings
  • Regular & Personal Coaching Calls  
    • Implementation – Which Tools are Best for You
    • Quarterly Accountability & Best Practices

$599/MONTH

12-month minimum

ELITE COACHING

More content, coaching, and accountability

 

EVERYTHING IN PREMIUM PLUS…

  • Biz Plan Driven Coaching & Accountability
    • Strategy, Review & Execution of Plan
    • Monthly Calls, Priority Response Email & Text
  • Real-Time Coaching During Crises
    • Situational Role Play (anticipate concerns)
    • Access Library of 100+ Behavioral Finance Articles
  • Psychology of Marketing Yourself
    • Identifying & Promoting Your Brand (website)
    • Framing All Client Communication

$999/MONTH

12-month minimum

Terms of Premium & Elite 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.