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
Will Your Kids Inherit Wealth...or Just Money?
Entrepreneurs and business owners who are parents have accrued hard-earned wealth that can create an enduring legacy. By empowering future generations to successfully manage this wealth, families know the future of their wealth and loved ones is secure. With this peace of mind, successful professionals can focus on what brings true joy and contentment.
Are You Managing Your Wealth...or Is Your Wealth Managing You?
Coping with the anxiety of the unknown can be difficult. This stress, however, can be reduced by focusing on what you can control: adhering to your values, embracing long-term planning, taking care of your personal well-being, and ignoring the noise. Your audience does not have to choose between great financial outcomes and living a 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.