We don’t run your marketing—but we make it radically more effective. If you don’t already have a trusted marketing partner, or aren't sure you have the best fit, we’ll help you select one who can bring the strategy to life without breaking it.

This isn’t just strategy. It’s structured coaching to help you implement and stay aligned through the rollout. We ensure your message doesn’t drift and your differentiation isn’t diluted. This coaching is what turns strategy into results. You don’t want to leave here with knowledge—you want to apply it immediately.

C2G can be completed in as little as 2-3 weeks if you need to move fast and can dedicate the time, but 4–6 weeks is typical for most firms.

MMA runs 4-4.5 months. The first 4 steps are delivered over 4–6 weeks. Step 5 includes 3 months of coaching.

You’re investing in transformation—behavioral precision, strategic clarity, and emotional magnetism engineered into your firm.

Each engagement is calibrated to the depth of work required to uncover and operationalize your emotional magnetism across your brand, message, and client experience.

These aren’t templated workshops or one-size-fits-all decks. They’re precision-engineered systems that help you go from interchangeable to instinctively chosen.

Our work uncovers what makes you felt before you're evaluated—and turns that into a growth strategy your team or marketing partners can actually execute.

If you’re serious about turning your firm into the only option your best prospects feel drawn to—let’s talk.

We advise FinTech firms, asset managers, and emerging platforms on how to reach, resonate with, and position themselves as the obvious choice—whether they're serving advisors or retail clients—by helping them understand and apply the behavioral insights that drive real financial decisions.

Engagements vary based on stage and strategic objectives—but often include advisor-facing messaging, product positioning, sales psychology, narrative development, strategic audits of the customer journey, or identifying emotional friction points that limit adoption or referrals.

Advisory and fractional roles are tailored to the firm’s growth needs. Compensation structures usually include equity for long-term alignment, but may also involve retainer-based or project-based compensation—or a mix of both.

‍FinTech partnerships are highly selective

Almost immediately. We’ll discuss your potential needs and plans in Week 1.

You can work with any firm you choose, handle it in-house, or a combination of both.

That said, yes, we’ve developed trusted marketing partnerships for one reason: what we do is different, and it requires a different level of alignment.

Think of it like software integrations. These partners have taken the time to deeply understand our philosophy, frameworks, and behavioral intent. They know how to implement strategy without breaking the signal.

The result? Faster handoff. Cleaner execution. Fewer misfires.

We’ll only recommend a partner if you want a recommendation, and if it fits your goals, your personality, and your internal capacity.

It’s always your choice—but if you want strategic continuity, working with someone who already “speaks NeuBeFi” makes a big difference.

If you’re a marketing pro, feel free to reach out.

This is for advisors who are done blending in.

You’re clear you’re different—but you’re struggling to show it in a way that lands. You’ve tried tactics. You’ve read the books. You’re tired of sounding like everyone else—and tired of waiting.

It’s also for advisors who know this truth: what got you here won’t get you there—especially in today’s digital-first marketplace, where prospects make decisions long before the first meeting.

If you believe human connection is the future of differentiation—and you’re ready to get off the feature-chasing, tech-stacking, gimmick-racing treadmill—this is for you.
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This is for action-oriented advisors who want to move from “I’m good at what I do” to “I’m the only one who feels right to my ideal clients.”

This is not for advisors who need someone to jump through hoops to earn their trust.

If you find yourself saying, “Send me a list of clients,” “Prove it works,” or “Convince me,” this probably isn’t the right fit. That’s not arrogance—it’s alignment. This work is for advisors who already recognize the value, feel the signal, and are ready to move.

Trust is built through action—not endless back-and-forth. If you're still looking for a reason to believe, this probably isn’t your moment.

Yes. You'll have the strategy, language, and plan to scale authentically—and support to guide integration and roll out.

Marketers can tell you to “tell stories”—but they can’t help you find the emotional signal that makes those stories stick with your ideal clients.
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They know how to amplify a message—but not how to discover the resonance that makes it worth amplifying in the first place.

Consultants can help you pick a niche based on surface-level demographics or the kind of client you want—but not based on psychographic patterns, subconscious pull, or who’s most likely to feel, “This one’s for me.”

Academics understand behavioral theory—but they’ve never had to win trust under pressure, close complex deals, or sell an intangible service in a competitive market.

Each sees a slice of the puzzle. But none bring the full picture.

NeuBeFi isn’t a marketing agency, marketing consultant, or academic think tank,
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We’re the only Neuro-Behavioral Growth Catalyst™—a fusion of firm-building experience, behavioral science, and emotional resonance strategy.

We didn’t pick financial services as our niche—we lived it. We’re native speakers in the world of advisors and FinTechs, fluent in the unspoken codes that shape trust, authority, and growth.

We help you uncover what makes you subconsciously compelling—then engineer that signal into a complete, executable growth strategy.

Not louder. Deeper.

If you’ve outgrown generic positioning and marketing that sounds like everyone else—This is how you become the only option your best clients feel drawn to.

You can—but it adds complexity. Each niche needs distinct emotional messaging. We can help, but we don’t recommend it unless the pay off outweighs the dilution.

A firm can have multiple niches—but it requires careful brand architecture and signal strategy. Otherwise, your message gets blurred, your magnetism weakens, and you risk sounding generic to everyone.

Yes.

They’re the visible, emotional center of the firm’s identity, whose presence drives growth. The shape the firm's public identity. They’re not just visible—they’re felt.

Their voice builds subconscious trust. Their presence creates belonging. Their resonance drives referrals, retention, and reputation.

Most firms already have at least one—it’s usually the founder or lead rainmaker. The problem is, that magnetism only lives in them. It works great in personal conversations and warm referrals—but it rarely scales beyond that.

Our work helps you codify that emotional signal and embed it across your entire client journey—so the feeling that “this is our kind of firm” happens before the meeting, not just during it.

At this stage in my career, I love my work—and I’m enthusiastically invested in helping the right clients achieve transformational outcomes.

Which means I have zero interest in relationships that drain my enthusiasm for doing what I love or who strain my network.

So if you're the type who needs hours of sales calls, a custom deliverable, a virtual tour of my brain to see what you can get for free, or wants to “chat with a few clients just to be sure”... this probably… no… this definitely isn’t for you.

Why? Because I value my peace. I took chaotic clients early in my advisory career, and I always regretted it.

Now? I work side-by-side with people whose growth is about to explode—who are ready to invest, ready to lead, ready to differentiate, and ready to do the real work that makes them the only option. If that’s you, I’m all in.

And if you think this section is funny and aspirational? We’re going to get along REALLY well.