BEHAVIORAL COACHING ADDS 1.5% OF VALUE EACH YEAR
Jay is a popular keynote speaker at financial conferences worldwide on the topic of investor behavior. His presentations are interactive, thought-provoking and actionable.
To help advisors increase their value and coach their clients to make better financial decisions, Jay founded The Behavioral Finance Network and has created several behavioral applications for their business. In addition to speaking across the globe on the topic of investor behavior, he has published several articles in industry journals and wrote the Amazbestsellerler, The Emotional Investor: How Biases Influence Our Investment Decisions…and what you can do about it.
Empirical evidence and adviser experience demonstrate that volatile economic climates influence clients to abandon long-term investment strategies for ill-informed, short-term decisions. The Emotional Investor educates financial advisers on this very human tendency and provides them with the tools necessary to anticipate and proactively manage client behavior. Advisers will learn how to proactively identify biases such as overconfidence, loss aversion and several others in their clients.
Jay will introduce a simple and concise behavioral profiling instrument, Understanding My Client™, to help advisers identify and proactively address behavioral biases.
- Messaging: Before, During & After a Crisis *NEW*
- Differentiating Yourself as a Financial Professional
- Understanding & Improving Investor Behavior
- Coaching & Communicating with Your Client
- Creating a Robust Plan for Emotional Investors
- Tackling Hard Meetings with Soft Skills
- Mind Games* For Advisor’s Clients
“Jay’s presentation did a fabulous job of not only educating on investor biases, but also provided tools to identify and correct common biases in clients. He took it a step further by explaining how to present these in a way that clients will actually hear and understand what the adviser is saying. A great program for our FPA chapter. Jay is a high caliber speaker that I endorse.”
Nicole Rosandich, Program Director, FPA Minnesota
“I am very impressed with Jay’s presentation not only because it better clarifies investors’ reactions to various market events, but also because it gives actionable steps advisors can implement in order to get clients to act appropriately given their risk tolerances and investment objectives.”
Greg Prokott, Invesco
“Jay is able to bring the topic of investor behavior out of the classroom and into the real world. The tools he has created allow for today’s financial adviser to not only understand why investors are irrational, but provides strategies to overcome our innate biases. I strongly recommend Jay’s work for anyone interested in a practical application to the study of behavioral economics.”
Brian Connelly, Jackson National
Jay’s Client List Includes…
- Allianz Life Insurance
- Cetera Advisor Networks
- Financial Planning Association Chapters (MN, DFW, DC…)
- FPA National Conference
- IBCPF (Brazilian FPA)
- Jackson National
- Investment Management Consultants Association
- LPL Financial
- Missouri Society of CPAs
- SAmmons Retirement Solutions
- SEI
- SunAmerica
Travels From: Minnesota
City: Minneapolis
$5,001 to $10,000