Practical analysis for investment professionals
Biography
JOYN CEO David Geller has gone beyond wealth management to discover ways to bring meaning and joy to his clients’ lives. His quest resulted in JOYN’s Behavioral Wealth Management™ approach to financial advising, which merges wealth management with expertise in behavioral financial science to help clients make better decisions.
Author's Posts
Five Ways to Retain Your Wealth Management Clients in 2020
To retain clients in an information-saturated digital world, you must communicate the benefits of working with you.