The July 2026 Applied Behavioral Economics Knowledge Circle will be held on Wednesday, July 15th at 12 pm ET.
Guest speaker Augustus Christensen will be presenting, "Unlocking Your Behavioral Coaching Value at Scale: Stay Visible Without Becoming a Marketer."
Augustus will share a practical framework to help financial advisors scale the value of their behavioral coaching through simple, relationship-focused digital communication. Drawing on six years of behavioral research and his experience as a former portfolio manager at J.P. Morgan, Augustus will explain why most financial communication fails to build trust and what advisors can do differently. Attendees will leave with actionable strategies for using email, social networks, and consistent client touchpoints to strengthen relationships and demonstrate value without becoming full-time marketers.
Augustus Christensen is the Founder and CEO of Share Scoops, a client communication platform for financial advisors, and someone who has actually sat where advisors sit. He spent his early career in J.P. Morgan’s Private Bank, where he served as an outsourced CIO and portfolio manager, working with complex families, endowments, and foundations, before turning his focus to how real people process financial information.
Over the last six years, he scaled social media accounts, newsletters, and an interactive education app into a top finance resource online, reaching millions of people each month by translating real-time news and financial complexity into plain language. Along the way, he polled thousands of people every week, building a behavioral map of how people react to the economy, what questions they actually ask about money, and what builds genuine trust. That research now powers Share Scoops, which helps advisors and institutions, including platforms as large as Chase Wealth Management, turn their expertise into clear, consistent communication across email and social media without having to become full-time marketers or content creators.