The Emotional Investor | Jay Mooreland | Speaker

Jay Mooreland

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Evolving into the Advisor of Tomorrow

  • Differentiate Yourself From Competition
  • Identify & Promote Your Unique Value
  • Become Your Client’s Behavioral Coach
  • Improve Your Client’s Experience
  • Play Offense!!


 

Client psychology 
will be even more important as we go forward

– Kevin Keller, CEO CFP Board


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ABOUT JAY

I am passionate about progress. I believe progress, in any aspect of life, is a significant driver of happiness. Progress comes from learning – from our own mistakes, mistakes of others and what mankind has learned. And when it comes to investing, much has been learned to help us improve our decision-making process… (Read More About Jay)