Elevate Your Career with Behavioral Finance
Unlock proven strategies to connect with all types of clients, boost loyalty, attract new ones & grow your practice
GAIN A CERTIFICATION
Set yourself apart by gaining your Financial Behavior Planning Specialist Certification.
GENERATE REFERRALS
Get more referrals by applying communication and connection strategies with your clients and peers.
SCALE YOUR BUSINESS
By applying financial behavior principals, attract and retain your ideal clients.
The Key to Building Trust and Lifelong Clients
Our philosophy is based on financial personalities. Knowing your clients core financial beliefs and behaviors is essential to building trust and connection. Gain immediate access to our masterclass to learn more.
Watch Our Free Masterclass
Become a Financial Behavior Planning Specialist™
Gain your certification to:
- Connect with your clients to build lasting relationships.
- Communicate with your clients to deepen connection.
- Identify your clients' core financial beliefs to create alignment.
- Use personality types to identify and acknowledge client behaviors.
- Attract clients through knowledge & clear communication.
- Identify which clients are aligned with your values and expertise.
Hannah
Plattsburgh, NY
“I am so enjoying this course – you are leading the industry in engaging clients in a way that truly benefits them and makes the world a better place.”
Chelsea
Oceanside, CA
“The content in this course is comprehensive, engaging, and unique. Rather than focusing on technical aspects of financial planning, the course helped me explore values, beliefs, and habits around money. It is obvious that Jackie is highly knowledgeable and experienced in behavioral financial planning. I was able to identify many of my current and past clients using the personalities she presents, opening my mind to planning strategies that I had never considered - prior to gaining this deep understanding of their individual personalities. The Financial Behavior Planning Specialist course will truly transform the way you communicate with your clients and improve the way you plan.”
Jenny
Sackets Harbor, NY
“The FBPS certification has made understanding my clients much simpler. Within minutes, I can identify which personality type my clients and prospects lead with, allowing me to better communicate with them, and address their needs and goals.”
Rheannon
Atlanta, GA
"The Financial Behavior Planning Specialist online program has helped me evaluate both my practice and my own behaviors. The short module format allows me to fit the program into my existing schedule. The workbook really helped me focus on what I’m already doing and what I can do to improve as well as map out a plan to reach my goals more efficiently."
Leah
Riverside, CA
The Financial Behavior Planning Specialist course took my planning process of delivering high quality service to a new level. My overall communication with my clients has improved significantly by integrating this into my practice. I’d highly recommend this course for advisors at any point of their career, but specifically ones who are looking to improve trust and build stronger relationships with their clients to get more referrals and acquire more assets!
