Exclusive Monthly Webcasts – Timely Coaching Messages. Anticipating Investor Behavior.
Ask Jay Anything Calls – Group Calls. Ask Your Question(s), Listen to Others & Learn Together
Private Message Board – Post Content, Collaborate, Share Articles, Ask Questions, Advisor Best Practices
Network Study Retreats – Coaching, Collaboration, Sharing Case Studies & Enjoying Each Other
Individual Coaching Calls – First three included. Additional calls at $250/hour.
Proprietary Behavioral Applications:
Monthly Client Content – Video & Written Behavioral Coaching Messages For Your Website/Newsletter/Blog
Communication Tool – Identify and Tailor Your Communication to Each Client’s Preference
On Boarding Tool – Differentiate Yourself & Coach Your Client From First Contact
Investor Behavior Video Library – 30 Training Videos. Understanding & Influencing Investor Behavior
- Includes All Network Benefits Above
- Three Custom Coaching Calls ($750 value)
- Email/Instant Message Support – Questions, Ideas, Run Something By Me
$275/month first advisor
$50/month each additional advisor
A limited amount of Concierge Memberships are available.
Contact The Emotional Investor to learn more.
All memberships require six month minimum commitment.