Ready to Partner with an In-House Financial Behavior Officer for your Financial Advisory Firm?
A Financial Behavior Officer (FBO) can help your firm navigate sensitive client conversations, deepen client relationships, and elevate your practice.
How does it work?
1. Integration
First, we begin with a discovery session to understand your firm ‘Beyond the Plan®.’
This is a crucial first step, as this deeper insight allows me to seamlessly integrate with your team to help navigate those difficult and sensitive client scenarios around money and give clients the clarity they need. This paves the way for you to step in as the trusted advisor and guide them through those big financial decisions faster.
2. Collaboration
Next, we collaborate to create a tailored system and plan to integrate these services and (deepen client relationships) resources where you and your clients need it most.
This is a crucial first step, as this deeper insight allows me to seamlessly integrate with your team to help navigate those difficult and sensitive client scenarios around money and give clients the clarity they need. This paves the way for you to step in as the trusted advisor and guide them through those big financial decisions faster.
3. Partnership
Finally, we focus on strengthening our partnership to provide even greater value, resources, and ongoing support to (elevate your practice) enriching the overall client experience.
This is when most advisors and clients feel settled into this new routine and when a new-found intimacy and familiarity is built. Most don’t want to stop a good thing, so I’m here for as long as you want me as part of your trusted team.
What do you get?
Monthly consultation calls
Meetings with you and your team to ensure services are seamlessly integrated and continuously tailored to where you need it most.
Quarterly planning calls
A planning call to assess progress, refine strategies, and ensure we continue to meet your firm’s needs.
1:1 Client meetings
For clients who feel more comfortable in a one-on-one setting, we explore their emotions, habits, and family dynamics shaping their financial decisions.
Co-facilitated meetings
These meetings provide support and guidance to navigate sensitive financial conversations together with you and your client.
Behavioral assessments and reports
Provided through DataPoints, you will receive these reports at no extra cost to you!
Ongoing support
You will receive up to 5 hours per month of support wherever you and your clients need it most.
Get this Personalized FBO Service for just $1250/mo
Ashley has provided our team with trainings, helped us improve our discovery meetings, co-facilitated meetings and even met with clients one-on-one to help them navigate the melting pot of values, history, culture, etc. that money represents in their lives.
Jake Northrup, CFP®, CFA, CSLP®
Experience Your Wealth®, LLC
