ROI Calculator
Discover the value of behavioral finance conversations with our helpful calculator tool.
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Resources
Supplementary guides and tools that unpack behavioral finance concepts and support
adoption of the Financial Virtues advising model.
Tools
Lead Generation Survey
Quick quiz highlighting common behavioral biases. We can tailor a version of this survey for use on your website as a lead generation tool.
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Sweet Spots & Blind Spots Seminar
Ready-made program that Advisors can deliver for clients. It dives into the behaviors – our sweet spots and blind spots – that help us achieve our financial goals.
Learn MoreWhitepapers
Sweet Spots and Blind Spots
A new road to translate behavioral finance into a financial advisor’s personalized practice.
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Hyper-Personalizing Today’s Wealth Management Experience
Create hyper-personalized experiences and client interactions based on how you communicate and deliver solutions.
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The Past, Present & Future of Wealth Management
Wealth management has evolved from a product focus to a focus on value. How are you adapting to the future of the industry?
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Adapt & Connect
Strategies to create deeper client connections and apply behavioral finance when face to face meetings are not an option.
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Videos
Client meetings
Prospecting
Hyper-personalization
Financial Virtues
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