Back to Behavioral Advisor Forum

Andy Bernstein

Founder & CEO, Resilience Academy; Author of The Myth of Stress

Andy Bernstein is the author of The Myth of Stress and the founder of the Resilience Academy. He teaches people a simple yet powerful 7-step process that helps shift mindset and transform challenges faster, with no jargon, stigma, or “touchy-feeliness.”

Since 2007, Andy Bernstein has taught at Wharton Executive Education, where his programs are audience favorites because they are eye-opening, interactive, and real. He has extensive experience within wealth management, helping top financial advisors focus on the most important thing for greater happiness, stronger teams, and faster personal and professional growth. He also works extensively with client families to help them resolve challenges without blame and deepen “family flow.”

Clients include Merrill Lynch, Morgan Stanley, UBS, Wells Fargo, Raymond James, U.S. Trust, General Electric, Johnson & John-son, Google, Coca-Cola, Genentech, Patagonia, Colgate, and many others.

Bernstein also works pro bono with non-profit organizations addressing cancer, addiction, discrimination, and social change.

A former writer for the Muppets, Bernstein brings a combination of humor, intelligence, and relatability to his programs. He is not a canned academic speaker or a “sage on a stage.” He speaks from his own life experiences dealing with massive change, helping audiences handle even big challenges with a light touch.

Bernstein graduated Phi Beta Kappa from the Johns Hopkins University and lives in New York City with his wife and young children. For more information, visit www.andybernstein.com.

The Most Important Thing

Drawing on fascinating studies from Harvard and Google, this eye-opening presentation appeals even to skeptical advisors because it is engaging, actionable, and based on data. Attendees will learn what matters most for personal happiness according to the world’s longest study of human development as well as what matters most for team performance. I will also discuss the evolution of wealth management and how to protect yourself from fee compression and robo-advisors.

Another discussion point in my session is the true nature of stress, and why stress management is based on a faulty premise. I will provide attendees with a smart, simple 7-step process to eliminate stress, increase happiness, and strengthen team dynamics with no stigma or “touchy-feeliness.”