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

My Vision Is to Change The Way America Thinks About Money.

Speaking Topics

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.

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

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.

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:

Book the Speaker

  • Date Format: MM slash DD slash YYYY

Join Us at an Upcoming Workshop!

  • Date

    August 20, 2019

  • Time

    11:30am To 1:30pm

  • Location

    4549 Chamblee Dunwoody Rd.
    TBD
    Atlanta, GA 30338

Season of Care

After years of research and testing, we’re pleased to invite you, your family members and friends to discover how a topic laden with fear and dread can become a far more positive, loving time in our lives: caring for a loved one.

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Financial Benefits of Behavioral Advising

Better Advice. Better Decisions. Better Life.

There are significant financial benefits focusing on your behavior and making better decisions. Vanguard research and other academic studies have concluded that behavioral advising can add 1% to 2% in net return. (Source: Vanguard, 2016

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