Testimonials

“Jay did a great job of laying the foundation and then pulling it all together to have it make sense AND make it actionable. I like how he explained the material from all facets of the client interactions so attendees could see how to APPLY what they learned. The Commitment Plan is brilliant!

“Thank you for actionable, realistic practice steps that can be taken to use the information presented. Too many times, speakers (FPA and non-FPA) share ‘information’ that is interesting, but do not share how to relate it to implementable practices.”

Refined speaker. New twist to Behavioral Finance with actionable steps.”

“He created a vision of the future of our industry and redescribed us”

“Included ideas that were actually practical!“

“Easily implemented ideas into your practice.”

Great recommendations on how to create better relationships with various types of clients.”

Great speaker. Relevant topic”