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The Emotional Investor

Author, speaker, and founder of The Behavioral Advisor Academy and Behavioral Finance Network — helping financial advisors strengthen conviction, reduce emotion, and coach with confidence.

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PricingOnly paid issuesPublishesWeekly
Issues79Founded2 years agoLast Issue4 days ago
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Latest Issues

When the Signal Becomes Noise

Last week, I came across yet another article warning that the Buffett Indicator was flashing danger.

Last week, I came across yet another article warning that the Buffett Indicator was flashing danger.

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The Most Powerful Communication Skill Advisors Rarely Think About

Communication is an important aspect of every financial advisor’s job.

Communication is an important aspect of every financial advisor’s job. We communicate lots of information: data, projections, and setting expectations.

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The Scam Call That Didn't Seem Like a Scam

A novel approach that I suspect will be highly successful.

Scammers aren't just stealing money; they're exploiting the very cognitive biases we spend our careers helping clients overcome. At the end of this article, I share the entire chap...

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When Clients Send You Headlines, Don't Answer the Question They're Asking

The best advisors respond to what the client needs—not what they texted.

Every advisor knows the feeling.

25 days ago
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Stop Forwarding Market Commentary to Your Clients

Most advisors forward market commentary. The best advisors shape the narrative instead.

Most advisors send market updates to clients.

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  • The Emotional Investor

    Author, speaker, and founder of The Behavioral Advisor Academy and Behavioral Finance Network — helping financial advisors strengthen conviction, reduce emotion, and coach with confidence.

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