Practice Management

Below you will find slides on a Behavioral Approach to Outsourcing your CIO, as well as the forms to complete for each of the 5 steps to establish a Behavioral Approach for your business. 

5 Steps to establishing a
Behavioral Approach for your business 

Step 1: Assess Your Strengths and Weaknesses


Download and complete the forms below to help you assess your strengths and weaknesses.

Step 2: Document How You Spend Your Time

Download and complete the form below to figure out how you're spending your time.


Step 3: Stress Test

Your Practice 


Download and complete the form below to stress test your practice.

Download and complete the form below to create your model line-up.

Step 4: Identify and Create Your Baseline Portfolios


Step 5: Implement Your Behavioral Approach


Download and complete the form below for assistance in the implementation of your behavioral approach.

Bonus: Generating Referrals

Watch the video below to find out what you can be doing with your extra time you have from not managing your investments.

Click here to download the summary.


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