Harnessing the
Emotional Investor
Behavioral Finance Resources
for Financial Professionals
AS SEEN IN
Jay has been featured by leading financial advisory and behavioral finance organizations and publications serving financial advisors, investment professionals, and wealth managers.
PUTTING BEHAVIORAL FINANCE INTO PRACTICE
Watch a brief interview on how applying behavioral finance helps advisors improve client communication and decision-making.
In this interview, behavioral finance expert Jay Mooreland, MS, CFP®, discusses how financial advisors can apply behavioral finance to improve client communication, reduce emotional investing decisions, and build stronger long-term client relationships.
Topics include investor psychology, behavioral coaching, emotional decision-making, client conversations during market volatility, and practical techniques advisors can use to help clients stay committed to their financial plan.
Jay is a keynote speaker, author, founder of The Behavioral Finance Network, The Behavioral Advisor Academy and creator of multiple resources that help financial professionals apply behavioral finance in everyday practice..
FOR INDIVIDUAL INVESTORS
Successful investing is about more than choosing the right investments. It’s about making better decisions during uncertainty. Whether you’re navigating market volatility, managing emotions, or building long-term confidence, you’ll find practical articles, videos, and insights grounded in behavioral finance.