MOST ADVISORS REACT TO EMOTION.
THE BEST
ANTICIPATE IT.
Learn how to anticipate emotional reactions
before they influence clients to question or
abandon the plan you developed.
THE BEST
AS SEEN IN
THREE CORE
BEHAVIORAL SKILLS
ANTICIPATE REACTIONS EARLY
Recognize emotional triggers early and prevent costly client decisions before they start. You’ll learn to spot behavioral red flags and respond with calm, confidence-building language.
The best advisors don’t just manage portfolios. They manage investor behavior.
Master these three behavioral skills to guide client decisions, strengthen trust, and keep clients committed to their financial plan.
REDIRECT EMOTIONAL CONVERSATIONS
Use proven scripts and frameworks to redirect fear-driven conversations toward long-term thinking. Help clients refocus on what matters without repeating the same explanations.
REDUCE EMOTIONAL CALLS AND SAVE TIME
When expectations are set correctly, clients reach out less and trust more. Learn how to reinforce discipline so your time is spent advising, not reacting.
IS THE BEHAVIORAL ADVISOR ACADEMY
RIGHT FOR YOU?
You might find this valuable if:
You understand behavioral finance but need help applying it proactively & consistently with your clients.
You want clients to make decisions based on the plan and your guidance, not how they feel in the moment.
You want more effective language to connect and guide your clients through the difficult times.
You want to improve client outcomes and reduce the stress you encounter advising and coaching clients.
If you’ve ever thought…
“I know what the right advice is, but this conversation
isn’t going the way I hoped.”
This was built for you.
WHAT ADVISORS ARE SAYING
“It was well thought out and well taught. The examples were helpful and very informative for real world scenarios.”
“I enjoyed how you lay out the modules and provide examples of how to use in my day to day meetings with clients.”
“Until now, I haven’t seen anybody explain how advisors can use behavioral finance in their day-to-day interactions with clients.”
“Jay is easy to listen to and understand. I used these ideas with a client the very next day. Should have done this sooner.” – Gail F.
Most client challenges aren’t technical.
They’re behavioral.
Preparation changes everything.
The Academy gives you practical behavioral tools to guide clients through uncertainty before it becomes disruption.
Join the Behavioral Advisor community and receive the Behavioral Finance Insights Collection via email.
WHAT TO KNOW ABOUT GETTING STARTED
What is the Behavioral Advisor Academy?
This is an online, self-paced training program that helps financial advisors turn behavioral finance theory into real-world practice. It equips advisors with tools, scripts, and strategies to manage emotional clients, improve decision-making, and strengthen long-term relationships…all while earning CE credit.
Who is the Academy designed for?
It’s built for financial advisors, planners, and investment professionals who want to go beyond technical knowledge and learn how to manage investor behavior. Whether you’re independent or part of a large firm, the Academy helps you apply behavioral insights in everyday client conversations.
How is the Academy different from other CE or coaching programs?
Most CE courses teach theory – including those that specialize in behavioral finance. The Academy focuses on what to say and do with clients. Each lesson connects behavioral insights to real advisor-client situations and includes tools, scripts, and checklists you can use immediately.
How long does it take to complete the Academy?
The full Academy has 13 hours of recordings and several behavioral tools you can download. You move at your own pace (go faster or slower). Many advisors finish within a two weeks, while others spread it out over 8-10 weeks. You will have 90 days to access and complete the program. Advisor who time block for the Academy move much faster than those who do a little here and there.
Is the Academy self-paced?
It’s entirely self-paced. You can start anytime, pause when needed, and pick up right where you left off. It is also mobile friendly and many advisors report completing it while driving, working out, or doing household chores.