Matt is a leading expert in AI-driven marketing and advisor influence, helping financial professionals strengthen their brand, clarify their message, and build trust at scale. Known for his high-energy delivery, he brings practical, immediately actionable strategies for standing out and communicating effectively in a rapidly evolving digital landscape.
Meg is a leading expert in financial psychology, helping people understand the emotions and habits that shape their relationship with money. Drawing on research, real-life stories, and a touch of humor, she makes complex ideas simple and practical—so audiences can feel more confident, intentional, and at ease with their financial decisions.
Michael is a behavioral researcher and award-winning educator known for his work on financial empathy, trauma-informed planning, and money narratives. His delivery is warm, meaningful, and deeply rooted in human experience.
Global Thought Leader in Wealth & Investor Behavior
Morgan Housel is the New York Times Bestselling author of The Psychology of Money, The Art of Spending Money, and Same As Ever. His books have sold over 11 million copies and have been translated into more than 60 languages.
Sarah is a behavioral economist and author who helps people make sense of why they spend the way they do—especially when money feels tight or emotional. Through relatable stories and research-backed insights, she shows audiences how to recognize hidden patterns, make more intentional choices, and feel more in control of their financial lives.
Tim is an author and educator who reminds audiences that personal finance is more personal than finance. His thoughtful, story-driven approach helps individuals and advisors navigate life’s most important financial decisions with clarity and confidence.
