Who We Help · Financial

Behavioral Science For Financial Advisors.

Clients don't make financial decisions on a spreadsheet. They make them through emotion, framing, and trust. The advisors who understand the science win more wallet share — and keep it longer.

Three Tensions We Hear

If This Sounds Like Your Team —

Three short videos. The pain you're feeling, and the behavioral science that addresses it.

01

"Our advisors don't fully understand how they can influence client decisions."

Influence isn't pressure. It's the science of how people choose. Most advisors have never been trained on it.

02

"Our advisors struggle to build rapport and lasting trust with clients."

Trust is the asset class beneath every other asset class. There's a behavioral playbook for it.

03

"Our clients often make impulsive or emotionally-driven decisions."

Loss aversion, recency bias, and social proof drive most bad financial decisions. Advisors can be trained to neutralize them.

Our Solutions

Here's How We Can Help.

For organizations like yours, these are the signature talks, workshops, and courses that consistently land. Just pick the format that matches your moment and needs.

Delivered As
Large audience at a keynote event lit in blue

Electrifying
Keynotes

Electrifying, research-backed talks that shift perspectives and introduce frameworks your audience remembers — and uses — long after the applause.

Overhead view of a diverse team collaborating around a table

Interactive
Workshops

Interactive, hands-on sessions where teams build the skills to persuade, motivate, and change behavior — applied directly to their real-world challenges.

Two advisors reviewing charts and data on a tablet

Strategic
Advisory

Long-term consulting engagements where we embed with your leadership team to translate behavioral science into organizational strategy, communications, and change initiatives.

Team on a live video call for a preview workshop
Free Preview Workshop

Experience The Work Before You Commit.

Request a free new-client preview workshop for your team — a taste of what a full engagement looks like, with zero risk.

We run a short, interactive session with a small group from your organization. You see the teaching style, the frameworks, and the group dynamics live — and decide whether to move forward from there.

Flagship Tools

Or, Start Here.

Two complimentary, research-grounded resources designed to meet you where you are — one for self-discovery, one for applied practice.

The Influence Assessment — cover, sample question, results profile
01 · Assessment

Discover Your Influence Style.

Most people don’t fail at influence because they lack intelligence. They fail because their default approach triggers defensiveness — especially when stakes are high, time is short, or emotions run hot.

In about 4 minutes, surface your default influence style, your blind spot, the gap between who you believe you are and what you do under pressure, and one concrete move to try this week.

14 Questions ~4 Minutes Instant Results

The Behavioral Edge — Influence 51 leader guide
02 · Leader Guide

The Behavioral Edge.

A compact executive brief on how psychology changes the game for leaders, strategists, and change agents.

Inside: the five most important things to know if you want to change how people think, behave, and decide — and how to put them to work tomorrow.

  • 01The Brain Isn’t a Computer
  • 02Our Social Nature Matters
  • 03Political Sensibilities Matter
  • 04Our Approach Matters
  • 05Structure & Presentation Matter

12 Pages Executive Brief Free Download

Ready To Move People?

60-minute discovery call. We'll diagnose where behavioral science can sharpen your advisor team's client conversations.