We enjoyed getting to meet with all of you at the H. Beck Symposium. As promised, here are the slides from our breakout session. You will also find forms to complete for each of the 5 steps to establish 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
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.