Be the Advisor AI Can't Replace.
Future-Proof Your Practice with behavioral skills and tools that deepen human connection, guide with empathy, and keep you ahead of the competition. Soft Launch Price: $499 (thru 9/27)
*Mobile Friendly - Learn & Progress On the Go*
THE ACADEMY OFFERS:
Real World Application, Not Just Theory
Real-world scripts and proven behavioral tools to address client concerns, guide better decisions, and enhance their investing experience (financial & psychological).
AI-Proof Your Practice
Master the skill AI can’t replicate: deep human connection. Learning & practicing empathy - ensuring your indispensability in a tech-driven world.
Fast, Practical, Impactful Training
Implement new training, ideas, and proven tools as you learn. Gain practical, actionable skills you can immediately apply to make conversations more impactful. QUALIFIES FOR 13 CE CREDITS (CFP, CIMA, CPWA, RMA).
Deepen Client Trust
Learn proven techniques to ensure clients feel heard, understood, and confident in staying the course (the plan) through the market noise.
Differentiate Yourself
Clearly stand out from your competition by sharing thoughtful and timely perspectives in a proactive and consistent manner.
Guide Better Decisions
Learn how to reduce emotional mistakes, frame choices effectively, and help clients stay disciplined when it matters most.
49 Learning Modules
- Foundations of Behavioral Finance
- Genesis of Behavioral Finance
- 2011 Study - Risk Profiler vs. Behavioral Profiler Findings
- Flawed Assumption of Modern Portfolio Theory
- Rationality, Emotions, & Mental Shortcuts
- Understanding & Mitigating Common Investor Biases
- The Unconscious Role of Biases
- Anchoring Bias
- Availability Bias
- Confirmation Bias
- Endowment Effect
- Loss Aversion
- Myopic Investing
- Outcome Bias
- Representativeness Bias
- Status Quo Bias
- Scripts: Investment Topics & Strategies Through a Behavioral Lens
- Concentration & Diversification
- Defining & Discussing Risk
- Luck vs. Skill in Investing
- Passive vs. Active Investments
- Two Behavioral Investment Strategies
- Investments with a Guarantee
- Scripts: Influencing Investor Perceptions & Expectations
- Importance of Perceptions & Expectations in Decision-Making
- Role of Financial Media
- Uncertainty & The Allure of Forecasts
- Investment & Advisor Expectations
- Investing vs. Speculating
- Focus on the Controllable
- Keeping Safe from Scams & Fraud
- Scripts: Responding to Client Concerns
- “We are in a Bubble”
- Buying a Hot Investment
- Not Comfortable with Volatility
- Corrections & Bear Markets
- “Get Me to Safety”
- “This Time is Different”
- Disappointed with Performance
- Tackling Hard Meetings with Soft Skills
- Firing a Client
- Behavioral Tools & Questionnaires for Your Practice
- Investor Views on Money & Values
- Speaking Your Client’s Language
- Behavioral Bias Questionnaire
- Behavioral Policy Statement
- Pre-Commitment Plan
- Mindful Decision Checklist
- Investor Preference Review
- Differentiate Yourself & Grow Your Business as a Behavioral Advisor
- Defining Your Philosophy & Value
- Begin Coaching Clients: Thinking, Feeling & Investing
- Minimizing the Behavior Gap
- Roboadvisors, AI & You
- Differentiating Yourself
- Focus on Client Well-Being
Scott Schatzle, RIA
"Our practice remains remarkably steady, and I attribute a lot of that to behavioral finance strategies the Academy taught me."
David Miller, Morgan Stanley
"The Academy has taken my game to the next level. I have extreme confidence in my value."
Anthony Williams, Cetera
"The lessons, material, and behavioral scripts were a tremendous value add. A complete game changer.”
Join the Academy Now
Access 49 modules, 22 real-life behavioral scripts, 7 behavioral tools, and earn 13 CE credits in the process.
Enroll in the Academy