Bonsai Institute
The Art and Science of Becoming Indispensable
Bonsai leverages its proprietary philosophy, deep industry knowledge and strategic partnerships to deliver a robust learning experience that puts client advocacy at the heart of its mission. Transformative change is a daunting endeavor, especially when faced with uncertain behavioral, economic, and market dynamics. The Bonsai Institute empowers advisors to reimagine, retool and differentiate themselves in this ever-changing environment.
The Power of Vulnerability
Trust is the single most important ingredient needed to create unshakable client advocacy and is only possible when people have the courage to be vulnerable. “We often associate vulnerability with emotions we want to avoid such as fear, shame, and uncertainty. Yet we too often lose sight of the fact that vulnerability is also the birthplace of joy, belonging, creativity, authenticity, and love.”- Dr. Brené Brown
Prescriptive Practice Management
Our prescriptive practice management identifies proven opportunities for advisors to unlock their maximum potential, creating step-by-step roadmaps that guide them on how to work both “IN” and “ON” their business. Understanding and executing on the drivers of client lifecycle management will lead to a virtuous outcome and avoid the perils of a vicious one.
Explore our other Pillars
MyBonsai
Our proprietary predictive financial planning software empowers advisors to hyper-personalize the wealth planning experience and significantly enhance client outcomes with a scenario-based personal asset liability management methodology.
Bonsai Exchange
Our risk solutions marketplace representing competitive solutions that complement the hyper-personalized wealth planning methodology and elevate the probability of clients achieving their determined outcomes.
Bonsai Investment Management
Our uniquely differentiated, fully integrated wealth management platform that delivers custom public-private model portfolios, market strategy and valuable insights to advisors and their clients.