The Psychology of Money Happiness™ and Wealth Conference
September 18-20, 2023 - Alpharetta, GA
FinPsych™ is the new FinTech.
In this exciting new field taught by academic experts and practitioners in psychology and wealth management, we learned how to deeply understand current and prospective clients by “doing psychology.” Through hands-on coursework, practical application and cases studies, we learned to improve your clients' Money Happiness™.
Intimate, small-group setting with direct access to psychology professors and founding members in the field of Money Happiness.
Attendance at the forefront of one of the most exciting and valuable new fields in wealth management.
Without sponsorship or advertising.
First-of-a-kind, hands-on course blending personality psychology with wealth management.
Access to cutting-edge research that you can use immediately.
Learn how to customize your approach for your clients’ distinctive money personality.
Women and Wealth Science Conference
March 30, 2023 - Alpharetta, GA
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. Without sponsorship or advertising.
The Psychology and Personality of Money
March 30, 2023 - Alpharetta, GA
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.
Tailored agenda with detailed question and answer segment with experts in the field of Money Happiness.
First look at the patent pending Wealth ScienceTM assessment for clients and teams.
Without sponsorship or advertising.