Strengthen the Behavioral side of your practice

Assessing risk tolerance? Shape investing behaviors with the Investor Profile.

Latest News & Thinking

Financial behaviors, wealth attitudes, and the science of predicting wealth.

Behaviors drive wealth

Behavioral change is the next frontier of financial planning.
Generate Leads

Generate leads and give actionable insights back to visitors.

Identify & Guide

Uncover your clients’ patterns of financial behaviors. Guide them towards success.

Plan & Coach

Create plans that can impact client behaviors and demonstrate your value over time.

Download our research report, Financial Behaviors & Wealth Potential.