Resources

We provide financial professionals with valuable insights on behavioral finance, blending them with the latest news so you can help your clients navigate the complex world of finance with expertise and understanding.

Webinar

Conversation is Key: Now Is The Time To Show Your Clients What You Understand About Them

April 26, 2023

Article

Election Homestretch Update

Blogs

Election Homestretch Update

Delve into the influence of presidential elections on the economy and offers actionable recommendations for financial professionals.

The NAR Settlement

New opportunities and challenges await buyers and sellers as real estate agent fees become more competitive.

Loan Term

Explore the challenges faced by small businesses and homeowners whose loans are coming due

Election Uncertainty

Delve into the influence of presidential elections on the economy and offers actionable recommendations for financial professionals.

Home Renovations

Understand what’s driving the renovation spending by homeowners.

Household Dynamics

Understand the complete picture of a household—every member affected by financial planning and decision-making

Webinars

Conversation is Key During Market Volatility

August 25, 2022

Conversation is Key: Know How Your Clients Think During Times of Economic Uncertainty

December 7, 2023

Conversation is Key: Evolving Your Client Experience

September 27, 2022

Conversation is Key: Now Is The Time To Show Your Clients What You Understand About Them

April 26, 2023

Whitepapers

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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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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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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Sweet Spots and Blind Spots

A new road to translate behavioral finance into a financial advisor’s personalized practice.

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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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