Client Behavior & Communication
Client Behavior & Communication
Behavioral-finance tools and client communication systems to improve implementation, retention, and trust during stress events.
Articles
Money Scripts in Discovery: A Fast Behavioral Diagnostic That Prevents the Next Panic Sell
Use a 30-minute diagnostic to surface money beliefs, map failure modes, and build a lightweight behavioral IPS.
The Market Downturn Conversation: A Volatility Protocol That Protects Client Trust (and Assets)
A practical communication sequence for market stress that stabilizes decisions and protects plan discipline.
Persona-Based Client Communication: Micro-Segmentation for Doctors, Tech Equity Pros, and Business Owners
Build a segmentation engine based on behavior, not demographics, with scripts and message maps for key niches.