Our outcome-driven tools provide insights and strategies that lay the foundation for personalized advising and long term financial growth.
“Articulating to the field and to clients differentiated value for full-service advice is growing harder.”
“Getting Advisors to change behavior and adopt new strategies is difficult.”
“Attracting the next generation and engaging female investors requires a more personal and personalized approach.”
Client- and advisor-specific reports that build understanding and introduce concrete action plans.
Aggregated view of Advisor and Client personas and behaviors.
Supplementary resources, training, and self-directed coaching to help Advisors conduct more personalized behavioral conversations and integrate the solution within their practice.
Differentiate your practice with a nuanced approach that considers the way that each investor thinks and feels about their money.
Character Science based report that highlights decision making styles and communication preferences.
Four investor profiles (Bulls™) and 19,000 report variations to address each client’s fears, needs, strengths, and stress behaviors.
Clear identification of behavioral biases and an action plan for guiding the conversation.
Tools that blend seamlessly with existing strategies for a comprehensive overall approach.
