The Behavioral Finance Network

What systems do you have in place to engage clients and prospects?


What is your process for delivering relevant, timely and unique content?


How are you differentiating yourself from the advisor down the street?

Learn More About The Behavioral Finance Network

The Behavioral Finance Network Has Your Answers!


All Members Receive

Introductory Coaching Call –  Help you leverage the material and get the most out of your membership.

Exclusive Monthly Webinars – Timely coaching messages. Improve investor behavior. Best practices.

Monthly Client Articles – Ghostwritten articles for you to make your own. Help clients ignore the noise and focus on the plan.

Investor Behavior Video Library – 3+ hours of content. Learn why we are irrational and how you can help your clients.

Group Coaching Calls – Opportunity to “Ask Jay Anything” immediately following monthly webinars.

Private Message Board –Timely content and articles posted. Ask questions. Collaborate with other members of The Behavioral Finance Network.

Email Support – Assist with understanding ideas, implementing concepts in your practice. 

Resources Only For Premium Members

Three Custom Coaching Calls Help with website, customizing tools to your practice, client issues…whatever you want.

Behavioral Presentations Powerpoints and scripts provided. Present to clients/prospects or make them into videos.

Monthly Videos for Clients Short behavioral coaching videos (compliance approved) to embed on your website/newsletter/blog

5-Question Communication Assessment Identify and tailor your communication to each client’s preference

Proprietary Behavioral On-Boarding Tool Differentiate yourself & coach your client from first contact.

Learn About Additional Tools Several tools to use depending on occasion to help clients remain rational


Try Out “Lite” Version:

  • No Credit Card Required
  • Introductory Coaching Call
  • Monthly Behavioral Coaching Webinars
  • Monthly Ghostwritten Behavioral Article
  • Access to Network via Basecamp


Lite Version – As low as $83/month

Premium Version – As low as $249/month*
*First advisor. $50/month each additional.

Case Studies:

Seeking Unique Content

Differentiate Yourself