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)
Who It’s For:
You have $200-$500M AUM with advisors ready to enhance their behavioral coaching skills
You're committed to going beyond technical planning to address the human side of wealth
You want systematic integration (not just one-off training)
You're willing to invest 12 months to see measurable results
You value evidence-based approaches grounded in research
What’s Included:
Advisor Development
Quarterly CE training series with advisor community across BTP partner firms
Monthly case consultation for real-time guidance on complex client situations
Access to client facing tools with scripts, email templates, and activities.
Client Engagement
Monthly white-label newsletter on financial wellbeing topics
Annual custom client education webinar
Partnership positioning materials and advisor introduction scripts
Strategic Support
Firm orientation and integration roadmap
2 strategic planning sessions annually
Introduction video and launch materials
Add-On Available
Direct client support through our financial therapist network (billed separately at $250/hour)
Core Value:
Designed for firms ready to systematically integrate financial psychology into their client experience. A strategic partner embedded into leadership, scaling behavioral expertise across the entire firm. We become an extension of your team by providing ongoing capability building, real-time support, and client-facing differentiation that compounds over time.
Investment:
$2,500-3,500/month + $1,500 setup fee | 12-month commitment
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
Firms working with Beyond the Plan® report:
Deeper client conversations that uncover the real barriers to financial success
Increased advisor confidence navigating emotionally complex situations
Higher implementation rates for financial recommendations
Improved client retention during market volatility and life transitions
Differentiated positioning that attracts ideal clients
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.