Empower your clients and elevate your practice with proven behavioral finance strategies.
Whether you want to deepen your understanding or apply behavioral coaching into daily client conversations, these solutions provide practical tools, CE-accredited education, and ongoing content to help you lead with confidence.
BEHAVIORAL ADVISOR ACADEMY
Build your behavioral-finance expertise with a structured, CE-accredited learning experience.
The Academy helps financial advisors understand how behavioral biases impact decision-making and how to apply those insights to guide calmer, more confident clients.
HIGHLIGHTS:
49 On-Demand Video Lessons — short, engaging modules you can access anytime.
7 Behavioral Coaching Tools — practical applications to use in client conversations.
13 CE Credits (CFP®, CIMA®, CPWA®, RMA®) — earn while you learn.
Access Anytime, Anywhere — flexible, self-paced learning.
BEHAVIORAL FINANCE NETWORK
Turn behavioral insights into consistent client communication and stronger relationships
The Network gives advisors ready-to-share behavioral content, coaching resources, and live guidance to help you calm client emotions, prevent reactive calls, and stay top-of-mind all year.
HIGHLIGHTS:
Monthly Behavioral Content —client articles and short videos you can brand as your own.
Weekly Coaching Messages — timely talking points, perspectives, and practical applications.
Advisor Tools & Scripts — behavioral checklists and conversation guides.
Live Coaching & Mastermind Calls (Premium) — real-world support and accountability.