Behavioral Finance Coaching Program

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Easily Incorporate Behavioral Finance in Your Practice

Expected Outcomes: 

  • Grow your business
  • Improve investor decisions and experience
  • Increase your confidence
  • Spend less time walking clients off the ledge (they won’t get there)


For Advisors Who: 

  • Believe in behavioral finance, but don’t have the time nor desire to “reinvent the wheel” or create their own unique content
  • Leverage your time by using turnkey content and coaching solutions – from a CFP practitioner with over 20 years experience with clients
  • Requires less than 90 minutes each month to get full value
  • Weekly behavioral coaching messages (talking points, best practices)
  • Client ready behavioral content to use with clients (at least 2 per month)
  • Behavioral tools that help you know and connect deeper with clients
  • A real differentiator that adds significant value (and protects your margins)

What Advisors Say…

“Content conveys what I would like to communicate to clients effectively but don’t have the time to do.”

Esther Szabo / RIA

“Jay is engaged, generous with his time and a great value add. I am excited to improve my business.”

Doug Eaton / RIA

“The Behavioral Finance Network has taken my game to the next level. I have extreme confidence in my value.”

David Miller / Morgan Stanley

“The coaching and material are a tremendous value add. A complete game changer.”

Anthony Williams / NEXT Financial Group

“The behavioral material is timely and relevant. It connects clients back to their plan while making me look good in the process.”

Brock Williamson / RIA

“The coaching tools have helped us communicate better with clients and position us uniquely to our competition.” 

Chad Parmenter / Securities America

The Personal Coaching program helped me find my brand and solidify my process. It also helped me have natural discussions about how people think and feel with their finances. It has increased my confidence and helped me win business from the competition.

Eric Dorman / SA Stone