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.
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.