Dr. Wilson’s grasp of prospect psychology—and by extension, advisor marketing and growth—is second to none. The insights he’s uncovered have deeply shaped our product strategy and continue to influence how we think about advisor growth.

a true transformational leader and team-builder with an eye for spotting and developing talent--especially leaders

a huge advantage to our entire office. He put this skill set to work in order to increase our total sales in managed assets

While Joshua's intellectual prowess, particularly in Behavioral Finance, is on par with any I've encountered, it's his extraordinary blend of relatability, sales, marketing, and public speaking skills that truly sets him apart from others I’d consider intellectuals.

Best training experience I've ever had.

He provided a life changing experience.

our firm not only grew rapidly through turbulence, but experience record growth and profitability.

He approaches his interactions with advisors as a coach, not just an expert, offering practical advice that

clearly demonstrates his understanding of real-world challenges, far beyond theoretical knowledge.

The feedback coaching I recieved pushed me but helped me understand my skills and improve them.

Dr. Wilson’s grasp of prospect psychology—and by extension, advisor marketing and growth—is second to none. The insights he’s uncovered have deeply shaped our product strategy and continue to influence how we think about advisor growth.

a true transformational leader and team-builder with an eye for spotting and developing talent--especially leaders