Behavioral finance advice program
Using client behavior to understand their challenges — and uncover financial solutions
When financial professionals and clients both understand the ways emotions, attitudes and impulses affect financial decision-making, they can make more intentional investment choices. That’s why we partnered with think2perform® to create our award-winning Behavioral Finance Advice program and guidance through our BFA™-certified wholesalers.
Use these resources and tools to:
- Help clients be prepared for unplanned life events.
- Improve client decision-making using a rational, values-based approach.
- Differentiate your advisor practice — by becoming a trusted financial professional and coach to the clients you serve.
Our Secure Future Program was nominated as a finalist for a 2023 Award in the Retirement Income category.1