Free

Free Be-Fi Lessons

These short lessons show how to handle the conversations advisors wish went better when clients are emotional or uncertain. You will have 21 days to access these free lessons.

You can use what’s inside right away and see for yourself whether the Behavioral Advisor Academy is a fit.

Inside These Lessons, You’ll Learn to:

  • Use real client-ready language to guide emotional conversations 

  • Apply behavioral coaching frameworks during meetings and calls

  • Recognize emotional reactions and mental shortcuts before they derail decisions

  • Recognize why clients struggle with decisions, even when the plan makes sense

  • You’ll see how to approach topics like:

    • Why losses feel more powerful than gains
    • How clients actually experience risk, not how questionnaires describe it
    • Why traditional models miss human behavior
    • How to counter emotional reactions before they escalate 

WHAT ADVISORS ARE SAYING:

Great presentation of topics! Jay is easy to listen to and understand. He does a great job explaining and providing examples. Should have done this sooner.

Gail F.

It was well thought out and well taught. The examples were helpful and very informative for real world scenarios.

Steve L.

I enjoyed how you lay out the modules and provide examples of how to use in my day to day meetings with clients.

Jared H.

Jay’s information is exactly what I needed to help clients navigate the ever-changing noise of the markets. Very helpful and useful information.

Nathan W.