September 18-20, 2023 - Alpharetta, Georgia
In this blend of financial management and psychology, we learned how to improve your clients’ Money Happiness™ with hands-on case studies and new techniques for immediate use. This course will help you know your current and prospective clients deeply, and advance your practice with greater differentiation, higher client satisfaction and better conversion of prospective clients.
Taught by published academics and practitioners in psychology and wealth management.
March 30, 2023 - Alpharetta, Georgia
This was a fun and engaging evening with a presentation on “Personality and Money” followed by a Q & A session. Speakers for this event were Dr. W. Keith Campbell, Dr. Patrick Doyle, and Dr. Jim Exley. You may recognize these names from the first installment of “Professor Ocean”.
Adding to the experience, Peter Merriam —a friend of Wealth Science-- from Merriam Vineyards in Healdsburg, CA conducted a wine tasting of his vineyards’ exclusive wines.
August 29, 2023 - Alpharetta, Georgia
In this private event for a financial organization, we learned how to understand and build trust with current and prospective clients through the lens of personality psychology. We gained a better understanding of how personality traits of clients, beyond risk-tolerance, can help anticipate their financial behavior.