Behavioral Finance Tools for
Financial Advisors.
Behavioral finance is only valuable when it is applied.
These free resources help financial advisors strengthen communication, anticipate client reactions, and build lasting trust during uncertainty.
If you want to build stronger client relationships and make behavioral coaching your advantage, start here.
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FREE CHAPTERS TO BOOKS BY JAY MOORELAND
Get a free chapter from each of my books on investor behavior.
Each one offers practice insights you can use to guide client decisions and conversations.
Economic Assumptions & Reality
Why even the most rational investment forecasts can be skewed by optimism and hindsight bias.
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Physiology of Urges
Understand how emotional impulses influence investor discipline and learn how to coach clients through them.
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News & Noise
Show clients how to tune out short-term distractions and stay focused on
their long-term goals.
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NOTES FROM BRILLIANT, OVERLOOKED READS
Personal highlights and key takeaways from three lesser-known books on perception, urges, and happiness
BEHAVIORAL FINANCE IN ACTION
Watch short clips from speaking engagements and advisor workshops.
Each one shows how behavioral concepts translate into real advisor conversations
DIFFERENTIATING & BRANDING YOURSELF
How behavioral coaching sets you
apart in a crowded industry.
ENCOURAGING MINDFUL DECISION-MAKING
Practical ways to help clients remain calm,
thoughtful, and focused on their goals.
IF THESE RESOURCES HAVE BEEN VALUABLE,
YOU’LL LOVE THE BE-FI SOLUTIONS FOR ADVISORS.
Get the full framework, tools, and scripts that help you apply
behavioral finance with confidence. Turn insight into action.