Advisor Foundations: Build Confidence in Behavioral Conversations
Advisor Foundations is designed for firms that want to equip their advisors with the tools and confidence to navigate the emotional and behavioral side of client relationships. This tier gives your team proven frameworks, ongoing training, and ready-to-use resources that help you build deeper trust, reduce friction in difficult conversations, and improve client follow-through.
Why It Matters
Your advisors already know the technical side of financial planning. What they often lack is the language, structure, and support to address what's actually holding clients back: fear, uncertainty, conflicting values, relationship dynamics, and the gap between knowing what to do and actually doing it. Advisor Foundations bridges that gap by giving your team behavioral frameworks they can use immediately, not theoretical concepts they have to figure out how to apply on their own.
What You Get
Quarterly CE Training Series
Four live training sessions annually (60-75 minutes each) that build the 7 Essential Relational Skills your advisors need to navigate complex client conversations. Each session includes framework handouts, implementation tools, and access to recordings so your team can revisit the content. CFP Board CE credits provided (pending approval).
Bi-Monthly White-Label Newsletter
Six newsletters annually delivered ready to send under your firm's branding. Topics rotate through behavioral finance insights, financial psychology principles, mental health and money, and family relationship dynamics. This keeps you top of mind with clients while positioning your expertise in areas that matter beyond portfolio performance.
Thematic Meeting Box Sets Library
Ongoing access to our complete library of meeting frameworks organized around the 5 Domains Beyond the Plan: Security & Freedom, Connection & Relationship, Growth & Discovery, Health & Vitality, and Impact & Legacy. Each box set includes a meeting agenda, facilitation guide, talk tracks with "what to say when" scripting, an 8-12 minute demo video showing the meeting in action, and client-facing worksheets. This is plug-and-play content your advisors can use immediately to create meaningful client experiences.
The Advisor Foundations Difference
Give your advisors the structure they need for the conversations they're already having (or avoiding because they don't know how to navigate them). The frameworks are practical, the training is actionable, and the resources are designed to be used, not filed away. Your team builds capability over time through consistent exposure and real-world application, supported by a community of advisors doing the same work.
Is This Right For Your Firm?
Advisor Foundations is ideal for firms ready to go beyond technical planning and address the human side of wealth. If your advisors are encountering clients who struggle to implement recommendations, couples who can't get on the same page, or emotionally charged situations they don't feel equipped to handle, this tier gives them the tools and confidence to show up differently.
Ready to explore whether this partnership could transform your firm?
Schedule a discovery call to discuss your firm's goals and whether Firm Foundations aligns with where you're headed.