Money, Mind And Meaning

Jess Von Bank (also known as JVB) is the head of marketing at Leapgen and the founder of the global world of work community Now of Work. JVB is proficient with, and passionate about, HR tech and connecting talent to opportunity. She lives in Minneapolis, MN with her three daughters and enjoys obstacle races and dark chocolate. Tune in to hear: What are potential long-term changes to the world of work as a result of the massive spike in unemployment? How freelance and contract work can be mutually beneficial for organizations and individuals, allowing them to stay nimble, in a volatile economy How we can rethink the compensation of contract workers to make it more personal, give them more financial security and to maintain a competitive edge with traditional employment opportunities What’s a concrete example of a company that has implemented a thoughtful, more personalized approach to compensation and benefits for their contract workers? What are potential forms of compensation that focus on humanist

Roger is the host of the Retirement Answer Man podcast and Roger That! YouTube series where he helps hundreds of clients secure their ideal retirements. He has worked as a CFP for more than 25 years and is passionate about making sure people are prepared for retirement while living their best lives along the way. He authored the book Rock Retirement: A Simple Guide to Help You Take Back Control and Be More Optimistic About the Future, and he is an instructor for the CFP program at The University of Texas Arlington. Roger enjoys spending time with his family, mountain biking, walking his Great Dane and playing board games. Tune in to hear: How to apply “Agile methodology” from software development to the financial services industry How to get people to accept uncertainty when we are hard-wired to hate it If representatives should play a role in clarifying clients' true values, motivations and goals How prioritization can really strengthen a financial plan and the client's ability to stay on track with

Tune in to hear:Why is it potential a mistake for small business owners to count on monetizing their business at a later date?How to create cashflows today for your small business rather than relying on a future exitHow does one get their clients to consider potential negative events when it’s so hard to swallow that these could be on the horizon?Why it’s prudent for business owners to consider their exit strategy from day 1 when starting a businessWhat qualities do financial professionals share with caretakers?

In her role as the Director of Innovation at TD Ameritrade Institutional, Dani oversees the development of advanced investment management and technology tools designed to help independent registered investment advisors compete and thrive in a world of accelerating change. Dani is also responsible for implementing voice-first capabilities at TD Ameritrade, which will employ conversational AI that can communicate with advisors. Dani joined TD Ameritrade in 2012 and puts more than 15 years of wealth management knowledge to work. Dani was recently named one of the top 16 Women in Wealthtech. She loves to talk about big data, finserv start-ups, artificial intelligence, CrossFit and basketball. Tune in to hear: What the top 3 emerging trends in fintech might look like in the coming years How technology can augment and enrich communication with a client What roles voice might play in fintech going forward Why direct indexing can be thought of as an emerging technology What are some of the main criticisms o

Dr. Joy Lere is a psychologist and consultant who practices where Freud meets finance.  She works with foot planted in the field of psychology and the other waltzing on Wall Street.  She has previously served as an Associate Clinical Professor of Clinical Psychology at George Washington University and has held clinical and research positions at Children's National Medical Center, Penn Medicine Princeton Health, and the Department of Defense. Website: www.joylere.com LinkedIn: www.linkedin.com/in/joy-lere-psy-d Twitter:  @joylerepsydIG Email: drlere@joylere.com Tune in to hear: Why someone with a history of anxiety may be better equipped to work through the heightened anxiety and sea change coronavirus created in our personal lives Coronavirus has prompted many of us to take stock of our lives and consider our priorities. Will the saliency of these revelations fade quickly? If so, what steps can one take to create positive, lasting change in their life? What factors, other than screen time, greatly effec

Phil Pearlman is the Chief Community Officer at Stocktwits, the world’s largest community of investors and traders. Phil previously worked as the Director of Marketing at Bank OZK and as the Interactive Editor at Yahoo Finance. On his blog Eight Fat Swine, Phil looks at questions about behavior and irrationality and seeks out solutions that foster lasting, and adaptive, change. Phil is interested in the psychology of investor behavior, UI and the development of online communities. He has a doctorate in clinical psychology from Argosy University. Phil lives with his wife and two boys in Montebello, New York. Tune in to hear: What different perspectives do clinical and social psychologists lend to understanding the market? What parallels and contrasts can be made between irrationality in the marketplace and clinical mental illness? Is a comprehensive theory of investor behavior a possibility? Can we hope for predictive power from a behavioral finance theory of behavior? Twitter - www.twitter.com/ppear

Larry Swedroe is the Chief Research Officer at Buckingham Strategic Wealth. He is a pioneer within evidence-based investing that focuses on a scientific approach to investment. He is the author of seven books, including The Only Guide to a Winning Investment Strategy You’ll Ever Need, and the co-author of eight other investment books. At Buckingham, Larry synthesizes peer-reviewed financial journals to come up with custom investment strategies for the firm. He’s made appearances on NBC, CNBC, CNN and Bloomberg Personal Finance and is a regular contributor to Advisor Perspectives and ETF.com. He holds an MBA in finance and investment from NYU. Tune in to hear: Why money might not be the most important factor in a fulfilling retirement How you can further elucidate your non-fiscal values and goals in retirement What are the roles of bonds in a low yield world? Why you shouldn’t think of dividends as income How can pre-retirees prepare for the rapid decline in Social Security funding? What can practi

Tune in to hear: Ways investors can confront their fear of loss aversion when this fear holds them back How financial professionals can have meaningful conversations with their clients about times of great market uncertainty and volatility, like what we are seeing as a result of coronavirus Is there a such thing as too much communication with clients during times of uncertainty and unrest? Coronavirus has allowed many people extra time to take stock of their lives and priorities - will this “great pause” shift the way our culture views money? What role can technology play in mitigating loss and helping clients and advisors in a time like this? Where investors should draw the line between what information is beneficial and what is extraneous, or harmful, in a time with so much data Neil Bage: Neil Bage is the co-founder of the award winning fintech Be-IQ. He is passionate about helping people make safe and informed choices and is a specialist on behavioral drivers of financial decisions. Neil is

Tune in to hear:How do various cultures differ on their views of wealth and propensity to openly discuss financial matters?What are some of the unique financial concerns and strengths faced by immigrant families?Financial preparation takeaways from coronavirus and other disruptive, unexpected events.For many first generation families, owning property is a sign of financial success and a big priority - what is the genesis of this belief, and how does one counsel their clients to take a more diversified approach?What practices could American money culture adopt from immigrant cultures to strengthen our approach to investment and savings?Web - www.opus-pc.comLinkedIn -https://www.linkedin.com/in/iv%C3%A1n-watanabe-2185a49/

Tune in to hear:What impact from coronavirus is Ashvin seeing on his clients?Which workforce sectors are getting hardest hit, so far, by Covid-19?Potential approaches financial professionals can take when there are unprecedented levels of uncertaintyWhat the concept of “bucketing” means within a financial plan and how this can encourage positive investment behaviorHow to counsel a client set on sending money home to family abroad without having their own stable financial houseWhile every person’s financial situation is unique, how in general do the financial concerns of a first generation American differ from say, a fourth generation American?What are some unique financial planning considerations for clients on a work visa?Follow up with Ashvin: https://www.ashvinchheda.com

Justin Castelli is a financial advisor and the founder of RLS Wealth Management. RLSWM was founded in 2015 with the belief that independent, unbiased financial planning and investment management should be available to everyone looking for it. In addition to working with clients regardless of their asset level or income, Justin runs the financial planning blog ‘All About Your Benjamins.’ He loves spending quality time with his family and listening to hip-hop. Tune in to hear: What does authenticity look like in a brand and in personal life? How to maintain a balance between personal and professional content in branding How authenticity effects likability How to maintain a characteristic “thing” or focus without it becoming a shtick What elements make up a good online community and what elements can derail it? Ways to balance an organic, grassroots approach to business while remaining solvent Web - www.justincastelli.io

Dr. Joy Lere is a psychologist with a practice focused on the merger of money and mindset. She has worked internationally with driven, achievement-oriented professionals who are motivated to reach the next level in their careers and finances. Tune in to hear: What is “an existential boundary experience?” How we can hold on to, and harness, the clarity that moments of hardship and grief can afford us How saying “no” more often can help you lead your best life What to consider when saying “no” or “yes” at crossroads in your life What is ‘imposter syndrome?’ How to overcome imposter syndrome Web - www.joylere.com

Kyle specializes in connecting the dots between the future of technology and finance, building strategic relationships and connecting people. He’s currently working with SS & C Advent and is focused on shaping the Black Diamond Wealth Platform for large financial service firms. Kyle lives in Georgia with his wife and 4 children and he’s passionate about golf, craft coffee, southern cooking, the ATL falcons and charitable works. Tune in to hear: What we can learn from financial failures Why a fintech revolution/upheaval likely won’t replace the role of financial professionals Why a “one click” approach modeled on tech giants like Amazon, Netflix and Uber may not be suitable for behavior-based financial technologies How financial professionals could become even more crucial l in a world where trades happen with increased ease and convenience How to start a conversation around charitable giving with your clients Why you shouldn’t be afraid to humble brag Twitter: KyleVanPelt

Lisa Brenneman is the Behavioral Finance and Strategic Innovation leader at TD Wealth. She created the TD Wealth Personality Assessment Tool using the Five Factor Model of Personality, enabling clients and advisors to identify their financial and investing blind spots. Tune in to hear: What are the “Big 5” measures of personality? What lessons can financial advisors learn from the Big 5 personality elements? How openness to experience impacts one’s financial decision-making How gender plays into potential biological markers of financial success How to think about extroversion in financial terms How advisors should think about their clients inclination towards agreeableness twitter - @LBrenneman_TD

Jack Forehand is a partner at Validea Capital and is responsible for the firm's overall operations and portfolio management. Working in conjunction with founder John Reese, Jack led the development and optimization of Validea Capital's quantitative investment models. He is also the co-author of The Guru Investor: How to Beat the Market Using History's Best Investment Strategies. Jack graduated from the honors program of the University of Connecticut with a B.A. in Economics and is a CFA charterholder. Prior to founding Validea Capital, Jack spent five years developing quantitative models for an Internet research company. He also worked as a controller for a small company and an analyst for a Big Five accounting firm. Jack co-founded Validea Capital in 2004. Tune in to hear: if the market is truly unsolvable if trying to solve the market is actually detrimental to performance how big data could effect value stocks why value investing is a bet against technology Web - www.validea.com Twitter - @practi

Paul Hebert is the Vice President of Individual Performance Strategy at Creative Group, and is widely considered an expert on motivation and incentives focused on influencing behaviors that drive business results through employees, channel partners and consumers. Using tested behavioral economic and motivational ideas he has driven engagement programs at Michelin, Chrysler Service and Parts, Toyota Financial Services, AT & T, Goodyear and a variety of other Fortune 1000 companies. Tune in to hear: why we are built to avoid numbers and hate uncertainty how uncertainty impacts employees in the workplace practical tips for facing uncertain, but rewarding, situations how social proof can be used in the client/investor relationship Email - phebert@creativegroupinc Twitter - @IncentIntel

Bio: Dennis Moseley Williams is an entrepreneur, founder of DMW Strategic Consulting and author of ‘Serious Shift: How Experience Staging Can Save Your Practice.’ He’s also a certified expert of the Experience Economy (Pine and Gilmore). He lives with his wife Sherri, two daughters and a yellow lab. He loves spending his winters skiing as much as possible. In the summer he spends time with family at their cottage, Pine Lodge, in the Quebec wilderness. Tune in to hear: how luck plays into personal and financial success how one’s personality factors into how "lucky" they are the difference between customer service and customer experience how financial professionals can create experiences which help transform their clients how using a niche to define your client base improves business lessons from the experience economy for our relationship with a significant other Web - www.moseleywilliams.com & www.seriousshift.com

Emily Binder is an entrepreneur, speaker, and founder of Beetle Moment Marketing.  She focuses on AI and voice assistants, branded audio content, and digital strategy. Tune in to hear: if synchronicity can be cultivated or if it is just random why people often dislike their own voice why voice is more compelling than text or visuals what ingredients make for a successful podcast if the podcast phenomena reached it's peak Web: https://beetlemoment.com/ & www.emilybinder.com

President and CEO of YCharts, a Chicago-based, cloud provider of financial data and analysis/visualization tools. They help enable smarter investment decisions via providing robust data, intuitive tools and outstanding customer support. Sean received his MBA in Finance and Entrepreneurship from Stanford’s Graduate School of Business and he graduated in the top 10% of his class. Tune in to hear: how to be selective about the data for your investment strategy why loss can make us better leaders three things to look for in a sound investment strategy the median recovery time for a stock to bounce back after consumer scares the impact of Trump's tweets on the market at large if IPOs outperform the market, on average, in their first 3 years what markets and puppies have in common Web - www.ycharts.com Twitter - @Sean_YCharts

Gregory Zuckerman is a Special Writer at The Wall Street Journal. He writes about big financial trades, hedge funds, private-equity firms and other investing and business topics. In the past, Greg wrote the "Heard on the Street" column and covered the credit markets for the paper. Greg is the author of "The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters," published November 2013 by Penguin Press. He's also the author of “The Greatest Trade Ever: The Behind-the-Scenes Story of How John Paulson Defied Wall Street and Made Financial History,” published in December 2010 by Crown Business, a division of Random House. Greg and his two sons wrote Rising Above: How 11 Athletes Overcame Challenges in their Youth to Become Stars,” a book for young readers and adults that describes the moving and remarkable stories of how various stars overcame imposing setbacks in their youth. Greg joined the Journal in 1996 after writing about media companies for the New York Post. Previou