Equip Your Advisors With Behavioral Skills AI Can’t Replace.

Future-proof your firm with behavioral training that makes advisors indispensable—equipped with the one advantage AI will never match: genuine human connection.

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

*Mobile Friendly - Learn & Progress On the Go*

Preview a Few Learning Modules

THE ACADEMY OFFERS:

Real World Application, Not Just Theory

Real-world scripts and proven behavioral tools to address investor concerns, guide better decisions, and enhance both the client and advisor experience.

AI-Proof Your Practice

Master the skill AI can’t replicate: deep human connection. Learning & practicing empathy - ensuring the advisor's indispensability in a tech-driven world.

Fast, Practical, Impactful Training

Advisors gain practical, actionable skills you can immediately apply to make conversations more impactful. QUALIFIES FOR 13 CE CREDITS (CFP, CIMA, CPWA, RMA, CIMC).

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Increase Client Conviction

Advisors will learn 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 your advisors understand their mindset, motivations, and decision patterns, creating a level of differentiation no competitor can match.

Guide Better Decisions

Advisors are trained to reduce client missteps, frame complex decisions with clarity, and instill discipline. This builds greater trust, retention, and an improved client experience

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