SPEAKING

How to talk about personal finance and personal happiness… that’s ‘Mindful Money’

99% of financial analysis and reporting either argues a position regarding markets or explores some predictive element of the economy. Neither of these is actually helpful or in any way meaningful to real people making decisions in real life.

What if there was a way to talk about personal finance that DID help people with real life decisions? What if there was a personal finance talk that could actually improve both financial outcomes AND ‘Happiness’ or ‘well-being’ outcomes.

This is Mindful Money. This is the behavioral personal finance conversation that Jonathan DeYoe wants to have with your audience.

Make Your Next Event A Unique Experience – Add a “Mindful Money” talk.

About Jonathan

Jonathan DeYoe has spent the majority of his adult life following what Buddhists call “the middle path.” By applying this belief system – which is both simple and challenging – to financial planning, we will find our way to financial sanity and earn what he calls “our happiness dividend” —the joy and satisfaction that comes from a life well lived.

Jonathan is the author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend. He runs a private wealth management firm (Mindful Money). He was also a student of philosophy, comparative religion, and Buddhist Phenomenology at the Graduate Theological Union in Berkeley, CA.

As a speaker, Jonathan applies insights at the “intersection of financial success and relentless happiness.” He wants investors to embrace the freedom that financial outcomes are largely the result of simple choices they make. Better yet, that planning for tomorrow can bring hope and joy to the present moment, which is the truest happiness dividend.

Jonathan lives in the Berkeley Hills with his wife of 15 years and 2 incredible kids, and can still be found twice a week playing soccer!

Mindful Money Talks Tailored to Your Audience


Jonathan’s Mindful Money message is about changing beliefs and behavior with regards 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, Jonathan will customize a talk to reflect your audience.

Jonathan’s Mindful Money approach to wealth, and our behaviors around spending and investing, is a bright new perspective to investors of all types. From first-time investors to seasoned financial advisors, Jonathan delivers the message that there is hope despite the uncertainty and fear so often associated with wealth planning.

Jonathan offers more than a pre-scripted presentation. He works with organizations and audiences of all types to deliver a targeted message that will start them down the Mindful Money path today.

Work with Jonathan to create a custom presentation that targets your audience. Or choose from a few existing topics:

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. 

Why audiences LOVE Jonathan!


3 Reasons audiences (and meeting planners) LOVE Jonathan:

Relatable – Jonathan helps audiences home in on what really matters: Both in life and with money.
He helps them define what success looks like for them

Dispels Myths About Money and Wealth – Jonathan helps audience members learn to tune out the
market noise, focus on their goals, and mindfully follow the path
they’ve set to financial success.

Actionable Insights – So much of financial success is based upon individual choices. Audiences leave
with insights and tactics they can put into action so they can earn what he calls their happiness dividend.

Past Speaking Events/Locations:

 

AssetMark/Genworth Regional Conference
Berkley Breakfast Club
Berkeley Chamber of Commerce Annual Dinner
Berkeley City College
Berkeley Public Library
Berkeley Rotary Club
Books Inc. (Book launch)
East Bay Regional Park District Annual Fund Dinner
Eaton Vance Regional Conference
Graduate Theological Union
IGNITE SF
JobVite – Corporate All Hands Meeting
LPL Financial annual conference (multiple)
PEAK Advisor Alliance – Annual Excel Conference
Securities Industry and Financial Markets Association (SIFMA)
UC Berkeley (multiple)
Uncharted – The Berkeley Festival of Ideas
VOCARI (Work & Human Flourishing)
YWCA – Young Women and Money

Ready To Get Started?

Make Your Next Event A Unique Experience – Add a “Mindful Money” talk.