Client Education Module
Duration: 4 months
- Provides white-labeled documents to brand your service with our materials
- Learn how to instruct so that clients have maximum absorption of principles you believe are important to learn
- Educate clients to have a new perspective on:
- Performance chasing
- Being fearful in bear markets
- Steering away from their overarching plan
Client Communication Module
Duration: 4 months
- Learn about each personality type and bias profile
- Create a system of communication for each style of personality
- Accelerate Trust and rapport with clients (which may lead to more referrals overtime)
- Understand the mechanisms that influence clients decision-making process
- Build systems for client engagement
Advisor Decision-Making, Portfolio Design & Research Module
Duration: 4 months
- Analyze risk-based portfolios addressing behavioral & economic needs
- Differentiate yourself from the market without relying on performance selling
- Create a framework for investment decision making
- Gain conviction behind portfolio decisions
- How risk-managed strategies may achieve low downside correlation with high upside correlation
Full Coaching Program
Duration: 12 months
- Receive extensive training sessions on all 3 modules
- 12 Weeks of weekly Training calls
- 9 Months of monthly Implementation calls
- Constant feedback loop from the team following our scientist-practitioner model