Hi. My name is Andy Bernstein.
I help elite wealth management teams thrive by focusing on The Three Rings.
My name is Andy Bernstein
I teach people a different way to transform challenges, from relationships to team dynamics to social change and more.
My main site is ResilienceAcademy.com, where you can try (for free) the 7-step process I created. This site is going to host some personal writings, coming soon.
Featured AT
About Me
Since 2006, I’ve been one of the most popular speakers in wealth management.
The content of my sessions can vary — stress and resilience, team dynamics, family well-being — but the “engine” is always a 7-step worksheet that flips a switch in how people think, improving teams and families from the inside out.
For years, I’ve taught this process through Wharton Executive Education and at companies like GE, Coca-Cola, Google, Johnson & Johnson, and many others.
But I have a special focus within wealth management because:
• Advisors are always trying to deliver greater non-financial value to clients, and improving well-being is a huge differentiator (especially with Next Gen).
• Advisors appreciate that my content is practical, interactive, and engaging (I used to write for the Muppets). No boring speeches!
• I’m typically sponsored by the best asset management firms.
I’m currently developing a new program focused on top wealth management teams, called The Three Rings. You can learn about it here. To discuss 2025 programs, contact me.