Behavioral Finance Advisor Solutions

What You Get:

  • Monthly Client Content
    • White labeled content
    • Video & Written
  • Weekly Coaching Messages
    • Best practices
    • Implementation tips
    • Anticipating & preparing
  • Coaching Webinars & Discussion
    • Improving your business 
    • Ask Jay anything

What You Get:

  • Everything in Basic 
  • Quarterly Coaching Calls
  • Differentiate Yourself!
  • Behavioral Policy Statement
  • Behavioral Finance Slide Decks
  • Behavioral Questionnaires
  • Speaking Your Client’s Language
  • Mastermind Retreats
  • Exclusive: Only 100 members

What You Get:

  • 3 Months Premium Membership
  • REFINE BRAND & YOUR MESSAGE
  • Incorporate Psychology
  • Website Look & Messaging
  • Compelling Onboarding Process
  • Email & Sharing Campaigns
  • Be Clearly Different & Superior 
  • Attend Mastermind at No Cost
  • Ongoing Discount – Premium

Terms of Use
Must leave copyright mark on all materials. All deliverables including Slide decks, Questionnaires, Scripts and Speaking Your Client’s Language are licensed and may only be used with an active membership.