Unlike most resources, we bridge the gap between education and application by distilling the best insights from the fields of behavior change, psychology, communication into actionable strategies for your practice.
If you’re like most, you don’t need another study helping you diagnose someone with loss aversion. You want to know exactly what to say, how to say it, and what strategies to use when you receive a frantic call from your client in the midst of a plummeting market.
You don’t need another study explaining the value of behavioral coaching in the advice relationship. You need to know the questions to ask, what to listen for, and how to actually change behavior.
You understand the importance of building trust and connection. But, you want to know exactly what to do in order to create instant trust and connection, so your prospective client opens up like a life-long best friend and leaves thinking: “That’s the best conversation I’ve ever had about my finances.”
Through our articles, podcasts, and emails, we equip you with everything you need to master the human side of money, enhance client outcomes, and forever change the trajectory of your advisory business.