Each Conversation Explores the Area Where
Enduring Financial Success Meets Relentless Happiness
Financial reporting usually discusses the current market or makes an attempt at predicting some element of the economy – but this is not helpful to real people making real-life decisions. How can we think and talk about personal finance in a meaningful way? Author, speaker and financial advisor Jonathan K. DeYoe is dedicated to starting an impactful conversation around a mindfulness-based, goal-focused, planning-driven approach that works.
Mindful Money Talks Tailored to Your Audience
The Mindful Money message is about changing beliefs and behavior with regard to personal finance. This new perspective can help individuals and families take steps towards better financial outcomes and a happiness dividend. Whether you’re planning a corporate event, a conference or a public workshop for a local association, we’ll customize a talk to reflect your audience.
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Speaking Topics Include
Wealth Tomorrow Begins With Your Paycheck Today
How you use your paycheck determines your financial future. Going from college to your first job (your first REAL job) will be the largest percent income increase you will ever experience in your life thus far, there is no better time to put the right financial habits into place. Start with the best financial habits you can from day one and set yourself up to live a better life with this powerful talk.
Are You Managing Your Wealth...or Is Your Wealth Managing You?
Everyone has a choice. They can be market-focused and current-event-driven, worrying about every headline and watching every market move. Or, they can be goal-focused and planning-driven, living less anxious lives with better outcomes. Reduce financial stress by focusing on what you can control and learn to ignore the noise in order to live a more meaningful life.
Is Your Advisory Business Sustainable… or Will Your Clients Look Elsewhere?
For advisors who want a sustainable advantage, they have to transform their clients and help them become better people. Anything less than this will be commoditized by technology and an evolving industry. Having grown a practice from $0 AUM to over $250 Million AUM twice, Jonathan will share 3 key lessons to build a robust financial practice.
A Look at The Audience’s Transformative Experience
Mindful Money Conversations Provide
A Relatable Perspective
Jonathan helps audiences hone in on what success looks like for them, both with money and with life.
Upon learning about money myths, listeners understand they can tune out the market noise and focus on their unique path and goals.
So much of financial success is based on individual choices. Audiences leave with strategies they can put to action towards financial and personal wellness.
About the Founder
Jonathan DeYoe AIF® CPWA®
Jonathan DeYoe is a best-selling author, speaker, financial advisor and angel investor. He is a husband, father and a practicing Buddhist. His simple underlying message brings a welcomed sense of order to financial chaos and restores a calm center to your financial life.