The Behavioral Finance Network

Learn More About The Behavioral Finance Network

DIFFERENTIATE YOURSELF  ***  DEEPEN CLIENT RELATIONSHIPS  ***  IMPROVE INVESTOR BEHAVIOR

Network Benefits:

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

Become a Member Today:

Membership Details:

  • Includes All Network Benefits Above PLUS…
  • Presentations with Transcripts So You Can Brand 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

$275/month first advisor
$50/month each additional advisor

Case Studies:

Seeking Unique Content

Differentiate Yourself