Adding a Fractional Behavior Officer to level up your RIA

The November 2024 Applied Behavioral Economics Knowledge Circle will be held on Wednesday, November 13th at 12 pm ET.

Guest speaker Ashley Quamme will be presenting, "Adding a Fractional Behavior Officer to level up your RIA."

Have you considered enhancing your practice by integrating financial, behavioral and client psychology? Explore the benefits of having a Fractional Behavioral Officer to help your firm deliver more personalized advice and better client outcomes.

Ashley is a Financial Behavior Specialist with almost 15 years of experience as a Licensed Marriage and Family Therapist.  She helps financial planners, advisors, and small-mid size financial advisory firms incorporate the principles of financial psychology, client psychology, and behavioral finance into their practice. Ashley assists RIAs who want to navigate difficult conversations with clients, increase their close rate ratio for prospects, and improve client follow-through and retention. She was the guest on episode 381 of the Kitces  Financial Advisor Success Podcast.