Dr. Joshua Wilson

Founder at NeuBeFi

Panelist

Dr. Joshua Wilson is an award-winning strategist to RIAs and FinTechs with a PhD in Behavioral Finance, featured multiple times in Forbes for building and selling multiple successful advisory firms. In today's market, expertise alone fails to differentiate as prospects make decisions based on emotion, not credentials—leaving most advisors unable to create meaningful connections.
By targeting the emotional and subconscious triggers behind trust, Dr. Wilson bridges the gap between rational expertise and authentic connection. His "NeuroBehavioral Finance" (NeuBeFi) framework helps advisors and FinTechs become magnetically marketable in a crowded industry by aligning branding, marketing, and service models with how people truly decide on money.
Whether revamping a firm's positioning, accelerating client acquisition, or forging deeper loyalty, his science-driven methods empower financial professionals to stand out before the first meeting ever occurs. Blending psychology, neuroscience, and practical strategy, Dr. Wilson transforms expertise into connections that drive lasting growth.