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Behavioral finance:

Explore values, emotions, and biases

Deliver client-focused solutions

In these videos, some of our own TruStage™ leaders describe what they gained by getting BFA™-certified. See how you can help deliver added value to your clients by engaging more deeply with uncertainty, emotions, biases and irrational behaviors that can derail their financial plans and investments.

Behavioral Financial Advice overview

MARTIN POWELL, BFA™
VP, Head of Annuity Distribution

Behavioral finance advice isn’t just for clients. Learn more about how you can gain deeper insights into your own biases and behaviors to help deliver more value to your full client book.

 

Aligning finances and core values

CHAD MUELLER, BFA™
National Sales Director

When you help clients discover their core values, you help them move closer toward their best selves. See how exploring core values can help you differentiate yourself as a financial professional.

 

The smart money philosophy

ANTHONY KOSOBUD, BFA™
Divisional Sales Director

Learn how the smart money philosophy can help you address the uncertainties clients face, to help mitigate fears and anxieties that can negatively impact decision-making — and portfolios.

 

The certainty of uncertainty

GINA M. RIEPEL, BFA™
VP, Strategic Partnerships

When you come to grips with uncertainty, you can help clients feel better prepared for what’s ahead. How do you address your own fears, and how can you put that experience to work for clients?

 

Moving from money manager to financial professional

JULIE WOODS, BFA™
Sr. Manager, Head of Internal Sales

When financial professionals engage with clients and honor their core values, clients feel heard — and better understand how their investments work. Start exploring core values and building rapport.

 
Uncovering values
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Uncovering values

think2perform® offers an interactive experience you can use with clients to pinpoint the hopes, attitudes, fears and ambitions that can help them live — and invest — in alignment with the things they value most.

Explore your own core values

Get started with our award-winning Behavioral Finance Advice program

Get started with our award-winning Behavioral Financial Advice program by contacting your TruStage™ wholesaler or call

877.345.GROW (4769), option 1.