Firm Foundations: Behavioral Expertise as Your Competitive Advantage
Firm Foundations is our most comprehensive partnership tier, designed for advisory firms ready to make behavioral expertise central to their practice identity. This isn't about adding a few tools or attending occasional training. It's about systematically integrating financial psychology into every aspect of your firm, from how you onboard clients to how you develop your team to how you position yourself in the marketplace.
Why It Matters
Most firms treat behavioral finance as something nice to know or use reactively when clients struggle. Firm Foundations flips this approach. When behavioral awareness is woven into your firm's DNA, you don't just respond to emotionally complex situations with more confidence. You create an entirely different client experience that deepens relationships, increases implementation rates, and differentiates your practice in ways that actually matter to the clients you want to attract.
Firm Foundations offers firm-level strategic support that positions us as your Fractional Chief Behavioral Officer. Here's what you'll receive:
Advisor Development
Quarterly CE training series that builds behavioral coaching skills across your entire team
Monthly case consultation for real-time guidance on complex client situations
Access to our complete library of client-facing tools, meeting frameworks, and thematic resources
Client Engagement
Bi-monthly white-label newsletter on financial wellbeing topics that keeps you top of mind
Annual custom client education webinar that reinforces your expertise
On-call access to our financial therapist network for direct client support when needed
Firm-Level Strategic Services
Two strategic planning sessions annually with firm leadership to refine positioning, address emerging challenges, and ensure behavioral integration deepens over time
Enhanced IP license that allows you to customize and adapt our frameworks for your specific client situations and incorporate them into your marketing and communications
Partnership positioning materials that help you articulate your behavioral expertise to prospects and clients
The Firm Foundations Difference
Instead of consulting from the outside, we become an extension of your team. This is ongoing capability building that compounds. You'll learn frameworks, build systems, develop confidence, and create a practice identity that stands out in a crowded marketplace because it addresses what clients actually struggle with: the human side of money decisions.
Is This Right For Your Firm?
Firm Foundations is ideal for practices that are committed to going beyond technical planning and ready to invest in measurable transformation. If you value evidence-based approaches, want systematic integration rather than surface-level adoption, and you're willing to do the work to see results, let's talk.
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.