Less Time Putting Out Fires. More Time Adding Value.

Stop reacting to every headline or client doubt. With proven behavioral training, you’ll help clients trust the plan, stay disciplined, and value your advice more than ever—improving both the client experience and your own.

Soft Launch Price: $499 (thru 9/30)

49 Learning Modules | 22 Advisor-Client Scripts | 7 Behavioral Tools | 13 CE Credits

*Mobile Friendly - Learn & Progress On the Go*

Start For Free Today - (No Credit Card)

THE ACADEMY OFFERS:

Real-World Tools That Transform Conversations

Go beyond theory with scripts, frameworks, and behavioral strategies that calm fears, guide better decisions, and elevate the client experience—financial and emotional.

Behavioral Solutions to AI-Proof Your Human Edge

Master the one advantage no algorithm can match—empathy and human connection in every conversation. Learn several behavioral coaching skills that will make you indispensable in an AI-driven world.

Practical Training With Immediate Impact

Learn it today, use it tomorrow. Each module delivers actionable insights and tools you can apply instantly—taking your advice and service to the next level—while also earning 13 CE credits (CFP, CIMA, CPWA...).

Increase Client Conviction

Utilize proven behavioral techniques & tools that help clients tune out the noise, build stronger conviction, and remain disciplined to the plan — thus reducing client second-guessing.

Differentiate Yourself

Show clients from the first meeting you understand their mindset, motivations, and decision patterns, creating a level of trust and differentiation no competitor can match.

Play Offense, Not Defense

Master behavioral coaching by learning key perceptions and expectations that mitigate biases, reduce anxious client calls, help investors think clearly, and keep them focused on their goals.

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49 Learning Modules

Foundations of Behavioral Finance
1. Genesis of Behavioral Finance
2. 2011 Study - Risk Profiler vs. Behavioral Profiler Findings
3. Flawed Assumption of Modern Portfolio Theory
4. Rationality, Emotions, & Mental Shortcuts

Understanding & Mitigating Common Investor Biases
1. The Unconscious Role of Biases
2. Anchoring Bias
3. Availability Bias
4. Confirmation Bias
5. Endowment Effect
6. Loss Aversion
7. Myopic Investing
8. Outcome Bias
9. Representativeness Bias
10. Status Quo Bias

Scripts: Investment Topics & Strategies Through a Behavioral Lens
1. Concentration & Diversification
2. Defining & Discussing Risk
3. Luck vs. Skill in Investing
4. Passive vs. Active Investments
5. Two Behavioral Investment Strategies
6. Investments with a Guarantee

Scripts: Influencing Investor Perceptions & Expectations
1. Importance of Perceptions & Expectations in Decision-Making
2. Role of Financial Media
3. Uncertainty & The Allure of Forecasts
4. Investment & Advisor Expectations
5. Investing vs. Speculating
6. Focus on the Controllable
7. Keeping Safe from Scams & Fraud

Scripts: Responding to Client Concerns
1. “We are in a Bubble”
2. Buying a Hot Investment
3. Not Comfortable with Volatility
4. Corrections & Bear Markets
5. “Get Me to Safety”
6. “This Time is Different”
7. Disappointed with Performance
8. Tackling Hard Meetings with Soft Skills
9. Firing a Client

Behavioral Tools & Questionnaires for Your Practice
1. Investor Views on Money & Values
2. Speaking Your Client’s Language
3. Behavioral Bias Questionnaire
4. Behavioral Policy Statement
5. Pre-Commitment Plan
6. Mindful Decision Checklist
7. Investor Preference Review

Differentiate Yourself & Grow Your Business as a Behavioral Advisor
1. Defining Your Philosophy & Value
2. Begin Coaching Clients: Thinking, Feeling & Investing
3. Minimizing the Behavior Gap
4. Roboadvisors, AI & You
5. Differentiating Yourself
6. Focus on Client Well-Being