Choose the level of engagement that fits your goals.
CONTENT MEMBERSHIP
Behavioral Finance Content & Coaching Messages — $175/month first advisor, $25/month each additional.
Give your clients consistent, high-quality behavioral insights that position you as a trusted voice through every market environment.
What’s Included:
- Monthly Client Content: Two new, timely pieces each month: one article and one short video to share with clients. View past content.
- White-Labeled for Your Brand: Add your logo and make the content your own.
- Weekly Coaching Messages: Talking points and perspective to keep you top-of-mind with clients and centers of influence.
- Month-to-Month Flexibility: No long-term commitment. Stay for as long as it adds value. 30 day notice to cancel.
Helps you stay visible, relevant, and proactive without creating everything from scratch.
Month-to-month. Cancel anytime with 30-day notice.
PREMIUM MEMBERSHIP
Be-Fi Content, Tools, and Personalized Coaching — $500/month, 6-mo min.
For advisors and small teams (up to 4 advisors)* who want to go deeper by applying behavioral tools, scripts, and coaching frameworks directly with clients. Limited availability.
Includes Content PLUS :
Behavioral Advisor Tools: Questionnaires, checklists, and coaching frameworks to use in meetings.
Client-Focused Scripts: Learn to “speak your client’s language” and handle emotional situations with confidence.
Behavioral Coaching Slide Decks: Use in client reviews or educational events.
Personal Coaching Calls: One-on-one sessions focused on implementation, accountability, and real client cases.
Mastermind Calls & Retreats: Connect with other growth-minded advisors to share best practices.
Limited Enrollment: Capped at 30 memberships to ensure personal interaction and support.
*For teams with more than four advisors, contact Jay for custom pricing.
WHAT ADVISORS SAY
Real advisors using Behavioral Finance to deepen trust and drive results.
“Content conveys what I would like to communicate to clients effectively but don’t have the time to do.”
“Jay helped us effectively message our value. The behavioral client content has been very well received.
“The BFN has taken my game to the next level. I have extreme confidence in my value.”
“The coaching, material and help with messaging are a tremendous value add. A complete game changer.”
“The behavioral material is timely and relevant. It connects clients back to their plan while making me look good in the process.”
“The coaching tools have helped us communicate better with clients and position us uniquely to our competition.”