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John Guerin
John Guerin

John Guerin has developed an integration of psychology and finance called "Synsapiens" over 10 years. It brings together positive psychology, behavioral finance, emotional intelligence, mindfulness, and the personal narrative. These parallel wisdoms can enhance holistic financial planning by moving away from a problem-based model to a strength-based approach focused on well-being, relationships, and lived values. While professional collaboration across disciplines faces barriers, the opportunities range from simple coordination to more complex integrated efforts and ultimately strengthen client outcomes.

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Synsapiens By Envision : _________________________ A Confluence of parallel wisdoms
Professional Background John J. Guerin, Ph.D, Chfc, cdfa Clinical, organizational & Forensic Psychologist, mediator, ChFC, CDFA Executive Coach & consultant Married to CFP Ten years Developing integration of psychology and finance.
Setting the Stage : What is Real? weal We are questioning our current concepts of wealth, and returning to the traditional meaning. Sea change in attitudes regarding quality of life Time for integration now
Envision3minute E
Psychology Positive Psychology movement is gaining acceptance, and moves away from problem based medical model. Psychology accepted as everyday culture.
Financial Planning Holistic Planning : mostly sizzle, no steak. Willing spirit, no map Normal is changing, customization is necessary Commoditization of FP evolves to fee only, centrality of relationship
Technology Connectivity between Planner and Client, and between client and portfolio enhances transparency in planning. Social connectivity leads to democratization of resources, multimedia connections, and costs move toward Free.
Mindful Financial Planning Wealth Positive Behavioral Psychology Finance Emotional Intelligence Personal Narrative
The Driver: The Personal Narrative Four Dimensions of Narrative: Heritage, Legacy, the Present and the Money Story. The Personal Narrative is dynamic, developmental, and an act of ongoing creation: Being is Becoming. Narrative creates powerful relationship, is a measure of qualitative wealth, and speaks of lived rather than espoused values
What is: Positive psychology? Moves away from healthcare, and the allopathic model; strength based - PERMA Not threatening, coaching, not therapy Fits better with wealth, legacy Easily administered and monitored and is teachable and measurable.
What is: Emotional Intelligence? More predictive of career success than IQ Used in OD, Leadership Not Pathology Based, Trainable, Measurable Dovetails with Difficult Conversations
What is: Behavioral Finance? Assails the Myth of Rational Markets, Homo Economicus Explains Both Market & Individual $ Decision Making Assists in Client Education: Expectation Management/Retention
What is: Financial Planning? Of Course: Its a Six Step Process with which we are familiar. Also issues of: Fin. Dev. Level Independence, Transcendance, Philanthropy Predictable/Unpredictable Transitions
What is: Mindfulness? Heartfulness Awareness Present Focus Clearing Consistent with +Psy, EI, BF Smart/Wise
There are Barriers to Professional collaboration, but they are surmountable different languages, business models, regulatory and compliance issues. Less than full mutual appreciation. Project mgt. issues. Ownership, Turf
Opportunities range from simple to complex, in scope and form Coordination requires attention, especially as complexity of issues increases, or duration is more ongoing. While coordination is difficult, it enhances the client/professional relationship.

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  • 1. Synsapiens By Envision : _________________________ A Confluence of parallel wisdoms
  • 2. Professional Background John J. Guerin, Ph.D, Chfc, cdfa Clinical, organizational & Forensic Psychologist, mediator, ChFC, CDFA Executive Coach & consultant Married to CFP Ten years Developing integration of psychology and finance.
  • 3. Setting the Stage : What is Real? weal We are questioning our current concepts of wealth, and returning to the traditional meaning. Sea change in attitudes regarding quality of life Time for integration now
  • 5. Psychology Positive Psychology movement is gaining acceptance, and moves away from problem based medical model. Psychology accepted as everyday culture.
  • 6. Financial Planning Holistic Planning : mostly sizzle, no steak. Willing spirit, no map Normal is changing, customization is necessary Commoditization of FP evolves to fee only, centrality of relationship
  • 7. Technology Connectivity between Planner and Client, and between client and portfolio enhances transparency in planning. Social connectivity leads to democratization of resources, multimedia connections, and costs move toward Free.
  • 8. Mindful Financial Planning Wealth Positive Behavioral Psychology Finance Emotional Intelligence Personal Narrative
  • 9. The Driver: The Personal Narrative Four Dimensions of Narrative: Heritage, Legacy, the Present and the Money Story. The Personal Narrative is dynamic, developmental, and an act of ongoing creation: Being is Becoming. Narrative creates powerful relationship, is a measure of qualitative wealth, and speaks of lived rather than espoused values
  • 10. What is: Positive psychology? Moves away from healthcare, and the allopathic model; strength based - PERMA Not threatening, coaching, not therapy Fits better with wealth, legacy Easily administered and monitored and is teachable and measurable.
  • 11. What is: Emotional Intelligence? More predictive of career success than IQ Used in OD, Leadership Not Pathology Based, Trainable, Measurable Dovetails with Difficult Conversations
  • 12. What is: Behavioral Finance? Assails the Myth of Rational Markets, Homo Economicus Explains Both Market & Individual $ Decision Making Assists in Client Education: Expectation Management/Retention
  • 13. What is: Financial Planning? Of Course: Its a Six Step Process with which we are familiar. Also issues of: Fin. Dev. Level Independence, Transcendance, Philanthropy Predictable/Unpredictable Transitions
  • 14. What is: Mindfulness? Heartfulness Awareness Present Focus Clearing Consistent with +Psy, EI, BF Smart/Wise
  • 15. There are Barriers to Professional collaboration, but they are surmountable different languages, business models, regulatory and compliance issues. Less than full mutual appreciation. Project mgt. issues. Ownership, Turf
  • 16. Opportunities range from simple to complex, in scope and form Coordination requires attention, especially as complexity of issues increases, or duration is more ongoing. While coordination is difficult, it enhances the client/professional relationship.

Editor's Notes

  1. Mindful Wealth We describe this as a state wherein wealth transcends money. The word wealth is derived from the word weal, which means well being. Mindfulness is a concept describing a state of being that is centered and present in the moment. While this may sound like an altered state, or something involving mantras, chanting or other-worldliness, it is actuallly a very practical, down to earth manner of living at peace in the moment. How this results from our approach will be addressed more fully later. When you look at this diagram, you see the intersections and overlaps between each of the separate areas. It would probably be useful to talk a little bit about what these overlaps mean, because they address very real areas of financial planning, and help deal with some of the problems that arise in the process.