Who We Help · Financial

Behavioral Science For Financial Advisors.

Clients don't make financial decisions on a spreadsheet. They make them through emotion, framing, and trust. The advisors who understand the science win more wallet share — and keep it longer.

Influence 51 Partners

Influence 51 partners with financial institutions, RIAs, and wealth management teams to translate behavioral economics into the conversations advisors actually have. The result is fewer impulsive client decisions, deeper trust, and better long-term outcomes.

Three Tensions We Hear

If This Sounds Like Your Team —

Three short videos. The pain you're feeling, and the behavioral science that addresses it.

01

"Our advisors don't fully understand how they can influence client decisions."

Influence isn't pressure. It's the science of how people choose. Most advisors have never been trained on it.

02

"Our advisors struggle to build rapport and lasting trust with clients."

Trust is the asset class beneath every other asset class. There's a behavioral playbook for it.

03

"Our clients often make impulsive or emotionally-driven decisions."

Loss aversion, recency bias, and social proof drive most bad financial decisions. Advisors can be trained to neutralize them.

How This Lands With You

These Approaches Are Often The Right Fit.

For organizations like yours, these are the formats that consistently land. All sit on the same research base — pick the one that matches your moment.

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Trusted By

Fortune 500s, leading law firms, the world's most impactful non-profits, and more trust Dr. Tartaglione to develop their leaders and optimize their strategies.

JonRobert is absolutely captivating... easily one of my most highly-rated and requested consultants.
LeeMichael McLean Director, Vizient

Ready To Move People?

60-minute discovery call. We'll diagnose where behavioral science can sharpen your advisor team's client conversations.