Scalable, client-ready tools that help Advisors have more personal and personalized conversations
Financial Virtues™ is a behavioral finance survey tool that helps Advisors personalize interactions and better understand each client’s unique needs and preferences.
In-depth CE training to support teeing-up and conducting comprehensive behavioral conversations with actionable tips and data-driven strategies.
The AP Sales Agility® system brings personal coaching and consulting methods typically reserved for Fortune 500 enterprises.
Engaging Keynotes
Dynamic keynotes about behavioral finance theory and the evolving future of wealth management.
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.
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.
Differentiate your practice with a nuanced approach that considers the way that each investor thinks and feels about their money.
