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"David's workshop was exceptional. He is both engaging and enlightening. I left the workshop with new insights and feeling energized about how to use my wealth to build a more meaningful life."

PATRICIA ALLGOOD

Vistage Chair

"In over a decade, I've never seen our audience come away from a session so unanimously excited and engaged. David's blend of charm and rigorous analysis combined to help our often difficult crowd really look inward to find what really mattered in their lives, and change their thinking accordingly."

DAVID EZER

Sr. Director of Programs, Jewish Funders Networks

MATT CHISHOLM

SVP Business Consulting, Fidelity Clearing & Custody Solutions

"In 2018 we invited David to be a featured speaker on a panel discussion at one of our premier events. The session received high ratings. David is a highly energetic and thought-provoking speaker who blends empathy and humor with his insights and experience."

"My vision is to change the way America thinks about money."

Investment Advisory Services offered through JOYN Advisors, Inc. Registered Investment Advisors. Insurance offered through JOYN Atlanta, Inc. Securities offered through Securian Financial Services, Inc. Member FINRA/SIPC. JOYN Advisors, Inc. and its affiliates are not affiliated with Securian Financial Services, Inc.

David Geller is shaking up his industry with his message that “The money-centric wealth management model ignores the essential truth that we are all emotional human beings and financial decisions never stand alone. We aim to create a totally different experience for our clients. We’re here to do more than simply help them grow and protect their money. We want to help them use all their wealth to create joyful, extraordinary lives.

David is the CEO of Atlanta based JOYN, a financial services company that launched Behavioral Wealth Management, a groundbreaking model based on the science of behavioral finance and behavioral economics.

David will challenge your assumptions about the meaning of money and the future of wealth management.

FINDING PURPOSE IN A MONEY CENTRIC INDUSTRY

Financial Advisors usually begin their career wanting to help people. But as they move up the ladder in their careers and work with larger and wealthier clients, it can often feel like all they’re doing is helping rich people get richer without really helping anyone find joy. Including themselves.

In this talk, we’ll explore how advisors can find purpose and fulfillment in the money focused world of wealth management.

SURVIVING THE TSUNAMI OF CHANGE IN THE WEALTH MANAGEMENT INDUSTRY

A FINANCIAL PROFESSIONAL URGES CHANGING THE WAY WE THINK ABOUT MONEY

In this popular and foundational talk, CEO David Geller reviews our meaningful client offering dysfunction with money and describes a new paradigm for using all elements of wealth to create the life you desire. This talk builds on the science of biology to explain some of the reasons behind our thoughts on the meaning of money and on the decisions we make. He lays out the 6 strategies for overcoming the barriers to a more fulfilling life in the time we each have left.

This talk is presented either as a 2-hour talk or a half-day workshop with audience participation.

Internet banking was a “value-add” right up until the time when all banks offered internet banking. Financial advisory firms that assume they’ll survive by offering ‘smarter investment’ advice or ‘a wider range of wealth management services’ are sticking their heads in the sand.

In this talk, David explores strategies that integrate the wisdom of behavioral science with investment and wealth management to create a meaningful client offering that will weather the onslaught of change.

SPEAKING TOPICS

"Most people strive for a life of meaning and joy. What they do instead is measure success with money."

An engaging and in-demand speaker, David has spoken to industry groups both in the United States and internationally. These groups include the Fidelity Conference, business groups, and organizations such as:

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LET'S CONNECT

For all inquires, please contact:

Jane Adamson

jane@joynadvisors.com

770-295-5662