Exclusive Monthly Webinars – Timely coaching messages. Improve investor behavior. Best practices.
Monthly Client Content – Compliance approved videos. Ghostwritten articles to encourage clients to focus on the plan.
Presentations with Transcripts – Coach your clients on how brain works and ways to improve decision- making process. You become the expert.
Group & Individual Coaching Calls – Three individual/custom calls included. Purchase additional as needed. Monthly “Ask Jay Anything” calls.
Private Message Board –Timely content and articles posted. Ask questions. Collaborate with other members of The Behavioral Finance Network.
View Sample Client Content – Video & written behavioral coaching messages for your website/newsletter/blog
Check Out the Communication Tool – Identify and tailor your communication to each client’s preference
Preview Proprietary 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
Investor Behavior Video Library – 30 training videos. Understanding & influencing investor behavior
- Includes All Network Benefits Above PLUS…
- Material/Content You Can Brand As Your Own
- Three Custom Coaching Calls ($750 value)
- Email Support – Questions, Ideas, Run Something By Me
- Exclusive – Limited to 200 Memberships
- Membership Logo For Your Website View Here
$249/month first advisor
$50/month each additional advisor