The Wealth Psychology Source


A warm, engaging, and compelling speaker, Joan presents to wealth management firms, family offices, associations, and client appreciation events on a variety of topics, including:

  • Exploring the Meanings and Purposes of Wealth

  • Psychological Aspects of Inheritance

  • Vitality and Vigor: Approaches to Financial Education for Children and Heirs

  • Empowering Family Meetings: In Praise of the Art of Conversation

  • Building Optimism: Dealing with Issues that Foster Anxiety in Investors

  • What the Wealthy Truly Want from Their Advisors

  • Creativity: An Essential — Not Optional — Element of the Advisor’s Practice

  • Moving to Yes: How Advisor Communication Can Create Positive Impact and Build Long-Term Relationships with Investors

  • Conversations about Money: Helping Investors Prioritize to Create Balance and Harmony among Long- and Short-Term Goals

Of Cultural Interest:

  • Psychological Profiles of Celebrated Artists and Their Curious Financial Behaviors

Presentations can be customized for specific events or audiences, and may also be available as workshops and/or webinars. Please contact Joan with your interest.