Gain loyalty, earn referrals & grow your practice! 

Ready to make a bigger impact with clients while seeing financial growth?

You’re in the right place!

The number one thing attributed to success in the financial industry is connecting and establishing trust with clients.

It's the secret to building a profitable, thriving business without relying on new client seminars or overselling insurance products.

So, why do so many of us struggle to build genuine client connections? 

The answer is simple. We were taught outdated communication methods and approaches that fail and leave us burnt out and working 24/7 just to scrape by. 

At Financial Behavior Institute™, we're here to help you grow by providing practical communication techniques that will transform the way you work with clients. 

We'll show you how to integrate your communication skills with your technical knowledge to gain clients, deepen relationships and retain existing clients. 

You don't have to figure things out alone. Join our certification program to gain game changing skills to grow your business and help more clients succeed!

By the end of your 12 week course,

you'll be able to ...

• Quickly identify which of the 8 Financial Personality Types each of your clients falls into, and how to connect, communicate and support different personality profiles
• Have a deep understanding of your clients' fears, motivations and money babits and offer personalized advice that guides towards success
• Distinguish yourself amongst peers and attract the type of clients you love to work with
• Establish key practice management tools to help build and grow your practice
• Display and share your certification with peers, colleagues and clients
• Earn 8 CFP approved CE credits
• And, so much more! 

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