Be The Advisor AI Can't Replace
Online, Self-Paced Behavioral Training for Financial Advisors
AI can analyze data—but only advisors can truly understand people. The Behavioral Advisor Academy helps you turn that human advantage into a practical skillset you can use every day to guide clients through uncertainty, emotion, and decision-making.
When you connect with clients on a human level, they stay calmer, more disciplined, and more loyal. It means fewer anxious calls, less stress, and more fulfillment in your work.
Â
49 No-Fluff Behavioral Coaching LessonsÂ
Â
7 Behavioral Finance Tools to UseÂ
Â
13 CE Credits Upon Completion
Try it for Free Today! Upgrade anytime - $899
Â
Not Ready to Enroll?
Sign up for The Emotional Investor Blog and get Jay's behavioral insights direct to your inbox.
Scott Schatzle, RIA
"Our practice remains remarkably steady, and I attribute a lot of that to behavioral finance strategies the Academy taught me."
David Miller, Morgan Stanley
"The Academy has taken my game to the next level, elevating my confidence in the value, advice, and experience I provide."
Anthony Williams, Cetera
"The lessons, material, and behavioral scripts were a tremendous value add. A complete game changer.”
THE ACADEMY OFFERS:
Â
Real-World Tools That Transform ConversationsÂ
Go beyond theory with scripts, frameworks, and behavioral strategies that calm fears, guide better decisions, and elevate the client experience—financial and emotional.
Â
Behavioral Solutions to AI-Proof Your Human EdgeÂ
Master the one advantage no algorithm can match—empathy and human connection. Learn behavioral coaching skills that make you indispensable in an AI-driven world.
Â
Practical Training With Immediate Impact
Learn it today, use it tomorrow. Each module delivers actionable insights and tools you can apply instantly—elevating your advice and service—while earning 13 CE credits (CFP, CIMA, CPWA...).
7Â Learning Modules
- Foundations of Behavioral Finance
- Understanding & Mitigating Common Investor Biases
- Scripts:Â Investment Topics & Strategies Through a Behavioral Lens
- Scripts: Influencing Investor Perceptions & Expectations
- Scripts: Responding to Client Concerns
- Behavioral Tools & Questionnaires for Your Practice
- Differentiate Yourself & Grow Your Business as a Behavioral Advisor
Increase Client Conviction
Utilize proven behavioral techniques & tools that help clients tune out the noise, build stronger conviction, and remain disciplined to the plan — thus reducing client second-guessing.
Differentiate Yourself
Show clients from the first meeting you understand their mindset, motivations, and decision patterns, creating a level of trust and differentiation no competitor can match.
Play Offense, Not Defense
Master behavioral coaching by learning key perceptions and expectations that mitigate biases, reduce anxious client calls, help investors think clearly, and keep them focused on their goals.
