Our Packages
By having a great deal of insight about the client, you have the ability to decide if you are a good match. You can demonstrate value at your very first meeting with a strong reasonable basis grounded in research about your client.
Most Popular Plan
SILVER
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50 Clients with whom all four tools can be useds.
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All reports customised with your company logo.
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Access to all online training material.
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Email based system support.
The Ultimate Plan
GOLD
$
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All inclusions in Silver, PLUS
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Four individualised one-on-one coaching in using research on client behaviour to improve your effectiveness in conversion, retention and eliminating compliance risks. All sessions provided via videoconferencing or teleconferencing.
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Pathway to the Certified Behavioural Finance Coach™ certification.
Most Popular Plan
PLATINUM
$
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All inclusions of Gold, PLUS
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One in-person coaching day on behavioural client engagement OR client/investor workshop on a range of unique topics demonstrating how to bring their values and portfolio to alignment.
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Logistics including venue, flights and accommodation (if required) are to provided by organisers or reimbursed.
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Email based system support
Most Popular Plan
ENTERPRISE
$
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For large practices and corporate users who have specific niche requirements or want dedicated pricing arrangements.
