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Resources

Supplementary guides and tools that unpack behavioral finance concepts and support
adoption of the Financial Virtues advising model.

Tools
Whitepapers
Videos

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.

Give it a try

Whitepapers

Conversation is Key

Macro-economic trends point toward a market correction, and the time to start preparing for these financial conversations is now.

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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