Forward-thinking advisors are approaching financial planning as both an art and a science. They are marrying the emotional and psychological elements of behavioral finance with the scientific, data-driven aspects of wealth management to deliver value in new ways. In doing so, they are staying one step ahead--anticipating client needs and preemptively exceeding them. And they are leveraging technology, automation, and predictive analytics to deliver a client experience that is highly personalized and scalable--realizing measurable advantages as a result.
Join us at the 2019 eMoney Summit as we explore how the industry’s future-ready and FlexGen AdvisorsSM are pushing boundaries, rethinking what is possible, and getting at The Heart of AdviceSM – the core of what makes a truly exceptional client experience. And learn how they are transforming their business models to deliver incremental value and more successful outcomes for both their firms and their clients.
Founder and CEO of Character Lab
True Grit: The Surprising, and Inspiring, Science of Success
Angela Duckworth is the Founder and CEO of Character Lab, a nonprofit whose mission is to advance the science and practice of character development. She is also the Christopher H. Browne Distinguished Professor of Psychology at the University of Pennsylvania, faculty co-director of the Penn-Wharton Behavior Change For Good initiative, and faculty co-director of Wharton People Analytics.
A 2013 MacArthur Fellow, Angela has advised the White House, the World Bank, NBA and NFL teams, and Fortune 500 CEOs.
Prior to her career in research, Angela founded a summer school for low-income children that was profiled as a Harvard Kennedy School case study and, in 2012, celebrated its twentieth anniversary. She has also been a McKinsey management consultant and a math and science teacher in the public schools of New York City, San Francisco, and Philadelphia. Angela completed her undergraduate degree in Advanced Studies Neurobiology at Harvard, graduating magna cum laude. With the support of a Marshall Scholarship, she completed an MSc with Distinction in Neuroscience from Oxford University. She completed her PhD in Psychology as a National Science Foundation Graduate Fellow at the University of Pennsylvania.
Angela has received numerous awards for her contributions to K-12 education, including a Beyond Z Award from the KIPP Foundation. Angela’s TED talk is among the most-viewed of all time. Her first book, Grit: The Power of Passion and Perseverance, is a #1 New York Times best seller.
New York Times Best Selling Author
The Happiness Advantage: Linking Positive Brains to Performance
Shawn Achor is the bestselling author of The Happiness Advantage and Big Potential. He spent 12 years at Harvard, where he won over a dozen distinguished teaching awards, and delivered lectures on positive psychology in the most popular class at Harvard. Shawn graduated magna cum laude from Harvard and earned a Masters from Harvard Divinity School in Christian and Buddhist ethics.
Shawn has since become one of the world's leading experts on the connection between happiness and success. Shawn has now worked with over a third of the Fortune 100 companies, and with places like the NFL, the Pentagon and the U.S. Treasury. To do his work, Shawn has traveled to 51 countries, speaking to farmers in Zimbabwe, CEOs in China, doctors in Dubai and schoolchildren in South Africa. In 2014, Oprah Winfrey did a two hour interview with Shawn on the science of happiness and meaning. His research on happiness made the cover of Harvard Business Review, his TED talk is one of the most popular of all time with over 16 million views, and his lecture airing on PBS has been seen by millions.
Dr. Brynn Winegard
Neuroselling: The Brain Science Secrets of Persuasion, Influence, & Non-Coercive Compliance
Dr. Brynn Winegard is an award-winning professor, speaker, and expert. Brynn completed her formal education in Neuroscience, Psychology, Marketing, and Strategy (HSBc, MBA, PhD), coupled with over a decade in corporate marketing working for Pfizer Inc., Nestle Inc., and Johnson & Johnson Inc. While Professor Winegard retains positions as Faculty at Schulich School of Business, DeGroote School of Business, and University of Guelph, she has now dedicated herself to helping others through speaking about 'Building Better Business Brains' to groups, organizations and companies, stemming from her research, which combines business and brain sciences.
Brynn combines real-world experience with frontier research to deliver impactful programming that will be sure to please your audiences and elevate their daily business.
When Dr. Brynn isn't speaking, she is a regularly featured expert in television, radio, and print.
Brynn is passionate about business, brain science, the intersection of business and brain science, speaking, dogs, golf, tacos, and travel.
Founder and CEO of Zoura
The Subscription Economy: A Once in a Century Business Model Shift
Tien Tzuo is the founder and CEO of Zuora (NYSE: ZUO). Beginning in 2007, Tzuo evangelized the shift to subscription-based business models coining the phrase “Subscription Economy.” In an effort to empower this new economy, Tzuo spent 10 years building an award-winning subscription management platform capable of powering any subscription business, and to solve the complex billing structures they inherit. Before Zuora, Tzuo was one of the 'original forces' at Salesforce, joining as employee number 11. In his 9 years at Salesforce (1999-2008), Tzuo built its original billing system, later serving as chief marketing officer (2003-2005), and chief strategy officer (2005-2008). He now holds a patent for the on-demand application abilities key to Zuora’s proprietary SaaS platform.
Tzuo is the author of the USA Today, LA Times and Amazon best selling book, “SUBSCRIBED: Why the Subscription Model Will be Your Company's Future - and What to Do About It,” and a sought after speaker by the world’s largest companies to present his definitive playbook for thriving in this new business era.
As the world's foremost authority on the Subscription Economy, Tien has been on the cover of Forbes AI, profiled in stories by Forbes, Fortune and the Wall Street Journal, and interviewed live on CNBC, Mad Money and Sky TV. Tzuo was named Entrepreneur of the Year by EY in 2016, CEO of the Year by The Silicon Valley Business Journal in 2018, and a CMO of the Year finalist by the CMO Council and BusinessWeek Magazine while at Salesforce. He has spoken at the G-20 Summit, Web Summit, Dell World, SaaStr and more.
Tzuo holds a BS in electrical engineering from Cornell and an MBA from Stanford’s Graduate School of Business, where he is a regular presenter in the classroom. He is currently on the Board of Directors for Network for Good and Sailthru.
Head of Fidelity Institutional
Mapping the Future of the Advice Industry
Mike Durbin is head of Fidelity Institutional, Fidelity’s business unit dedicated to serving financial intermediaries and institutions. Mike oversees a portfolio of businesses including Fidelity Clearing & Custody Solutions, Fidelity Institutional Asset Management, Fidelity Capital Markets and Fidelity Funds Network. These businesses offer investment and technology products and solutions, clearing and custody services, institutional trading products, services and execution, and insights and expertise that create a world-class client experience. In this role, he serves as “chief advocate” to ensure Fidelity continues to meet its clients’ evolving spectrum of needs.
Mike has nearly 30 years of experience driving innovation in the financial services industry. His previous roles at Fidelity include head of Fidelity Institutional Investment and Technology Solutions and president of Fidelity Wealth Technologies, where he oversaw the acquisition of eMoney Advisor. Prior to Fidelity, Mike held leadership roles at Morgan Stanley in wealth management, capital markets and risk.
Mike received his bachelor of business administration degree in finance and economics from the University of Notre Dame in 1990. In 1998, he received his MBA from the Leonard N. Stern School of Business at New York University. He lives in Boston with his wife, enjoys spending time with his three children, and watching Notre Dame football.
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Abigail P. Johnson
Chairman and Chief Executive Officer of FMR, LLC
Mapping the Future of the Advice Industry
Abigail P. Johnson is chairman and chief executive officer of FMR LLC, the parent company of Fidelity Investments, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 25 million individuals, institutions and financial intermediaries.
Ms. Johnson is responsible for executive management of the firm’s corporate operations and administration functions, as well as all of the company’s diversified business units, which include asset management, retail and institutional brokerage, and workplace retirement and benefits services. She was named to the role of president of FMR in September 2013; assumed chief executive duties in October 2014; and became chairman in December 2016.
Since joining the firm full-time in 1988, Ms. Johnson has worked in numerous businesses at Fidelity. Before assuming the role of president of FMR LLC in 2013, Ms. Johnson served as president of Fidelity’s retail, workplace and institutional businesses. Prior to that, she ran Fidelity’s workplace investing business, and before that, Ms. Johnson spent a number of years in the company’s Asset Management division.
During her tenure in Asset Management, she managed a number of Fidelity mutual funds before being named an associate director for the firm’s equity division. Ms. Johnson also managed the company’s equity investment systems, overseeing the design and implementation of technology initiatives essential to Fidelity’s trading, portfolio construction, management, and research capabilities.
Ms. Johnson is also chairman of Fidelity International (FIL Limited), a separate company that operates independently of FMR, that provides asset management services to investors outside the United States. Ms. Johnson joined FIL’s Board as a director in November 2012 and became its chairman in February 2014.
Born in 1961, Ms. Johnson received a Bachelor of Arts degree in art history from Hobart and William Smith Colleges in 1984 and an MBA from Harvard Business School in 1988. She is a member of the board of directors of the Associates at the Harvard Business School and the Corporation of the Massachusetts Institute of Technology.
Michael E. Kitces
MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL
Applying Behavioral Finance in your Financial Planning Practice
Michael Kitces is a Partner and the Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $2.0 billion of client assets.
In addition, he is a co-founder of the XY Planning Network, AdvicePay, and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.