Deepen your client relationships.
While most financial advisors function solely as money mangers for their clients, think2perform's Behavioral Financial Advice program elevates your role with clients, establishing you as a trusted, highly valued partner.
Learning and applying the principles of think2perform's Behavioral Financial Advice program helps you deepen client relationships with professional and financial consultation that moves beyond a product focus to effectively influence the spending and saving behavior of your clients – the most important factor in portfolio growth.
97% of advisors report think2perform's Behavioral Financial Advice program increased their production.
73.1% of advisors report think2perform's Behavioral Financial Advice program increased their client acquisition.
By integrating traditional finance practices with psychology and neuroscience, our Behavioral Financial Advice program improves emotional competency and decision-making behavior to increase effective usage of the financial plan for you and your clients. Deliver outstanding service with a measurable impact, thinks2perform's Behavioral Financial Advice program shows you how.