Testimonials

Branding/Marketing Package

Jay did an excellent job at capturing who I am in order to help with rebranding. He did an excellent job recreating my website; I have received numerous compliments on its new look and function.
I love “Ask Jay Anything” aspect – he helps me message client letters and important emails.

Beth Worthington / Securities America

Branding/Marketing Package

Jay helped me create a dynamic website. I have already seen the fruits with an unsolicited appointment set by a cold prospect through the website. In all my years of having a website I’ve never had something so effortlessly show up on my calendar..

Scott Schatzle / RIA

“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 BFN has taken my game to the next level. I have extreme confidence in my value.”

David Miller / Morgan Stanley

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

Anthony Williams / Cetera Advisors

“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

Branding/Marketing Package

Jay helped me update and transform my website to effectively message our brand and value. We have improved our on-boarding process to make it consistent with our established brand. Jay also provides behavioral client content – which has been very well received. It has been a great experience.

Jonathan Lau / Mass Mutual

Branding/Marketing Package

Jay 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
How Phil Gose Gets 5x ROI From Behavioral Finance Network

From BFN Mastermind Retreats