Presentations
A warm, engaging, and compelling speaker, Joan presents to wealth management firms, family offices, associations, and client appreciation events on a variety of topics, including:
- Exploring the Meanings and Purposes of Wealth
- Psychological Aspects of Inheritance
- Vitality and Vigor: Approaches to Financial Education for Children and Heirs
- Empowering Family Meetings: In Praise of the Art of Conversation
- Building Optimism: Dealing with Issues that Foster Anxiety in Investors
- What the Wealthy Truly Want from Their Advisors
- Creativity: An Essential — Not Optional — Element of the Advisor’s Practice
- Moving to Yes: How Advisor Communication Can Create Positive Impact and Build Long-Term Relationships with Investors
- Conversations about Money: Helping Investors Prioritize to Create Balance and Harmony among Long- and Short-Term Goals
Of Cultural Interest:
- Psychological Profiles of Celebrated Artists and Their Curious Financial Behaviors
Presentations can be customized for specific events or audiences, and may also be available as workshops and/or webinars. Please contact Joan with your interest.