Built by Dr. Crosby & Dr. Win · Behavioral Finance for Advisors
The human side of advice, packaged for your practice.
Two resources 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.
Office Hours
Live case consultation — $250/session
Bring a real client challenge to Dr. Naomi Win. Walk away with a written debrief.
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 per week, all year. You apply your own branding — we provide a formatting guide to make it easy.
$1,000
/ bundle
/ 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
Office Hours
Live behavioral consultation with Dr. Win
Bring a real client case to a small-group live session with Dr. Naomi Win. 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
/ session
60 min · small group · post-session debrief included
- ✓Bring a real client challenge
- ✓Live session with Dr. Naomi Win
- ✓Written debrief within 24 hours
- ✓Applied behavioral psychology