Built by Dr. Crosby · Behavioral Finance for Advisors

The human side of advice, packaged for your practice.

A resource built for advisors who want to communicate more clearly, connect more deeply, and turn behavioral insight into better client outcomes.

Newsletter bundles
A year of client content for $1,000
26 ready-to-distribute behavioral finance pieces. License a bundle, send it yourself.

Browse bundles →

Office Hours
Live case consultation — $250/session
Bring a real client challenge to Dr. Crosby. Walk away with a written debrief.

Book a session →

Newsletter bundles

A year of client content, ready to send

Each bundle is 26 behavioral finance articles written by Dr. Crosby’s team. License one bundle, send one piece every other week, all year. You apply your own branding — we provide a formatting guide to make it easy.

$1,000
/ bundle

26 articles · ~$38 per piece · multiple topics available

  • ✓Research-backed by Dr. Crosby
  • ✓Multiple topic bundles available
  • ✓Self-brand with our formatting guide
  • ✓Immediate download on purchase

Browse bundles — $1,000 each →

Office Hours

Live behavioral consultation with Dr. Crosby

Bring a real client case to a small-group live session with Dr. Crosby. She’ll help you navigate the psychology at play — and you’ll walk away with a written debrief summarizing the insights and your next steps.

$250
/ session

60 min · small group · post-session debrief included

  • ✓Bring a real client challenge
  • ✓Live session with Dr. Crosby
  • ✓Written debrief within 24 hours
  • ✓Applied behavioral psychology

Book a session — $250 →