The Emotional Investor | Jay Mooreland | Financial Adviser

Jay Mooreland

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The Emotional Investor provides tools to improve investor decisions.

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. The program kicks off with live training sessions outlining major behavioral concepts and introduces the Understanding My Client™ profiling tool. At the training we discuss how to identify biases, differences among both cognitive and emotional biases, and how advisers can most effectively help their clients.



The opinions and views expressed here are solely those of The Emotional Investor and not necessarily those of Woodbury Financial Services, Inc. or its affiliates. While this information is from sources believed to be reliable, the accuracy cannot be guaranteed. Neither Woodbury Financial Services, Inc. nor its representatives offer tax or legal advice. For assistance with these matters, please consult your tax or legal advisor.