Elevate your role with clients by establishing yourself as a trusted, highly valued partner. The Behavioral Financial Advice program, developed by Kaplan and think2perform®, provides training that deepens client relationships through professional and personal financial planning consultation.
This program will help you mentor and coach your clients in their financial decisions, transition to advice-based fees, and offer a holistic approach to strengthen the advisor-client relationship.
Using an integrated approach founded on self-awareness, we demonstrate how traditional finance practices are influenced by psychology and neuroscience. The Behavioral Financial Advice program improves emotional competencies and decision-making behavior to increase the usage of the financial plan for you and your clients.