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Jay Mooreland

The Emotional Investor


Speaker Bio

Jay Mooreland is the founder of The Emotional Investor. A behavioral economist, speaker, and educator, he informs and coaches advisors worldwide about investor behaviors, enabling them to improve relationships with clients and provide greater value. He shows advisors how to become their clients’ financial coach and help clients improve their decision-making process.



Mr. Mooreland has developed tools and written books to help advisors differentiate themselves, including Speaking Your Client’s Language and Mastering Investor Behavior and The Emotional Investor: How Biases Influence Our Investment Decisions…and what you can do about it. He has a bachelor’s degree in finance from San Jose State University and a master’s degree in applied economics from the University of Minnesota. He is also a Certified Financial Planner™.

Speaker Sessions