The Behavioral Finance Network


  • Monthly Coaching Webinars 
    • Recorded and Posted For Members to Watch on Their Time
  • Ghostwritten Monthly Articles
    • Timely Behavioral Coaching Messages - Ignore the Distractions 
  • Monthly Compliance Approved Behavioral Videos
    • Embed on Your Website. Engage Investors with Timely, Witty Behavioral Messages
  • Communication Tool
    • Learn Investor's Communication Preference. Tailor Your Message Accordingly
  • Life Planning & Psychological On Boarding Tool
    • Differentiate Yourself Before First Contact
  • Presentations with Transcripts to Coach Clients
    • Coach Your Client, Become the Expert
  • Three Individual Coaching Calls Included
    • Additional Individual Calls Available at Cost
  • Monthly Group Calls Included
    • "Ask Jay Anything" Calls Immediately After Monthly Webinar
  • Many Tools and Resources to Add More Value
    • Behavioral Coaching Video Library (over 3 hours content)
    • Behavioral Bias Questionnaire 
    • Investor Preference Review Form 
    • The 9 Habits of Successful Investors (Brochure/PDF)
    • Free Basecamp Account - The NetworkPortal

12 Month Agreement, then month to month





Pricing Options