Transforming Financial Services with Behavioral Finance Solutions
We take financial psychology, implement it, and make it a practical process. Learn more about our complete coverage service models below.
Behavioral Finance Resources & Training Subscription
(Coming in 2026!)
Fractional Chief Behavioral Officer (FCBO) for Financial Firms & Institutions (Full Integration)
A La Carte Engagements: Speaking, Training & Family Office Behavioral Consulting
Behavioral Finance Resources & Training Subscription
(Coming in 2026!)
Who It’s For:
Firms/advisors who want ongoing access to behavioral finance resources and support without a large commitment
What’s Included:
Monthly group meetups (training, Q&A, or case consultation)
Access to curated white-labeled resources
Early access to new video trainings and educational content
Practical tools for client conversations
Fractional Chief Behavioral Officer (FCBO) for Financial Firms & Institutions (Full Integration)
Pricing:
Custom, based on firm size and scope
Who It’s For:
Larger firms, financial institutions, and family offices managing multimillion-dollar client bases
What’s Included:
Firm-wide integration of behavioral psychology into systems, processes, and training
Advisor team development and support
Client-level consultation for high-stakes situations (e.g., family wealth transfers, legacy planning, conflict resolution)
Core Value:
A strategic partner embedded into leadership, scaling behavioral expertise across the entire firm
A La Carte Engagements: Speaking, Training & Family Office Behavioral Consulting
Speaking Engagements
Advisor training workshops
Client appreciation events
Custom conference sessions or event presentations
Family Office Support
Half-day, full-day, or multi-day retreats
Multi-generational planning support (Generation 1, Generation 2, etc.)
Facilitated family meetings around wealth transfer, legacy, and communication
Not sure which level of support is right for your firm?
If clarity is needed on which service best fits your goals, our webinar provides a comprehensive overview of how financial psychology is being integrated across leading firms. It’s a practical first step toward deciding what support may benefit you or your team.