Some of our own leaders, describe the perspectives they gained by becoming BFA™-certified. See how you can deliver added value to clients by engaging more deeply with uncertainty, emotions, biases and irrational behaviors that can derail clients’ financial plans and investments.

Behavioral Financial Advice: Program Overview

MARTIN POWELL, BFA™

VP, HEAD OF ANNUITY DISTRIBUTION

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

Aligning Finances and Core Value

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 an advisor.

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 Behavior Gap

MATT KHAN, BFA™

DIVISIONAL SALES DIRECTOR

What gets in the way of many clients realizing their investments’ full potential? Often, it’s fear-based mistakes. As an advisor, you can help close the gap between potential and outcome.

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 Advisor

JULIE WINSLOW, 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

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.

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LEARN MORE ABOUT

Behavioral Financial Advice

Get started with our award-winning Behavioral Financial Advice program by contacting your wholesaler or call 847.345.GROW (4769), option 1.

CUNA Mutual Group Annuities team provides THE VALUES CARD EXERCISE in relationship with think2perform®. It is the first step in the application of the alignment model. Ask us about other supporting materials and next steps after THE VALUES CARD EXERCISE. Reprinting is prohibited without the prior written consent of think2perform, Inc. 

For Registered Representative use only. Not to be viewed by or distributed to the public.

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