"What you know about money might be technically correct, but wrong for your unique Money Temperament."
My Latest Book Is Now Available!
Discover Your MONEY TEMPERAMENT and Unleash Your Money Superpowers!
Available at Amazon and All Fine Bookstores
Personal, professional, and financial success is about knowing and managing your natural behavior. These are your super powers. I'll help you discover your super powers and achieve peak performance.
Ted's Short Form Bio
Entrepreneur, business owner, author, speaker, trainer, Lt Col, USMC (Ret), and Ironman All World age group triathlete.
Over 30 years of award-winning experience, helping individuals and organizations achieve peak performance. BA Social Relations, Colgate University; MA Public Administration, Pepperdine University; and MS Instructional and Performance Technology, Boise State University.
Founder Apexx Behavioral Financial Group, financial advisor/agent; economics instructor, US Naval Academy; Aide to the Under Secretary of the Navy for Financial Management; Head, Marine Corp Training Management Division; Commander, USMC Financial Management School; artillery officer; Executive Office, Battle Assessment Team, Operation Desert Storm.
Authored three books on behavioral finance, created Quick Scan Money Temperament Assessment; technical consultant to "Behind the Money" program at Impact television; and Director, Behavioral Finance, and Advisory Board Member at DreamSmartAcademy.com.
What Leaders Are Saying
Represents a powerful paradigm shift...
As a business strategist who deals in results and behavioral consequences every day, I quickly recognized the immense value in Ted McLyman's behavioral financial planning model. It represents a powerful paradigm shift that I believe will rock the financial industry, restore confidence, and create results..."
TONY JEARY // Business Strategist, Coach, and Author
Will light up your room...
Ted’s passion will light up your room, providing attendees with practical ideas to easily attract prospects and turn them in to high-quality clients.
TOM HEGNA // Retirement Expert & Speaker, Author of Paychecks and Playchecks
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Your Business Behavior Specialists
Success is Achieved by Understanding and Managing Individual and Organizational Behavior – Everything Else is Execution
Learn How To Make Better Money Choices ...
Apply the concepts and principals from Ted's books to build your personal Money Temperament Journal.
- Learn how to use Ted's Money Behavior System
- Personalized worksheets and journal material
- Builds on the information from the free course
- Six interactive Money Temperament stations
Detailed Background Information
- BS, Colgate University (Social Relations)
- MPA, Pepperdine University (Public Administration)
- MS, Instructional and Performance Technology, Boise State University (Human Performance and Workplace Learning)
TurnKey Coaching and Development Solutions
Expert Trainer and Executive Coach
Director, Behavioral Finance at DreamSmartAcademy.com 2016 – Present
Founder/Owner APEXX Behavioral Financial Group April 2006 – Present
Founder/Owner E. P. McLyman and Associates, LLC January 1996 – Present
Lt Col U. S. Marine Corps (Ret): Served in various staff and command positions as artillery and financial management officer. Key assignments included:
- An aide to the Assistant Secretary of the Navy for Financial Management
- Head of USMC - Training Management Division
- Economics Instructor, US Naval Academy and adjunct economics instructor Anne Arundel Community College and Golden Gate University.
- Battery and School Commander
- Executive Officer, Battle Assessment Group, 3d Marine Division (Attached) during Operation Desert Storm.
Consultant & Coach: Consulted and built instructional and performance systems for:
- Architect of the Capitol, Washington, D.C.
- Department of Transportation, Washington, D.C.
- Various small businesses
- Individual financial advisors and agent
Financial Advisor: Financial advisor, agent, and distract manager with two national firms. Founder and CEO of Apexx Behavioral Financial Group.
- Pinnacle (Top 10) producing advisor and agent
- Lead low producing district from bottom 10 to top 10 in eighteen months
- Built and sold successful financial planning agency
Business Owner: APEXX Behavioral Financial Group and E. P. McLyman and Associates. Provide behavioral economic and instructional and performance technology services and consulting.
- Director, Apexx Behavioral Solutions, DreamSmart Academy
- Partner and consultant, www.iPlan.com
- Creator of the Quick Scan Money Temperament Behavioral Assessment.
Author: Non-fiction books, articles, and blog posts.
- Money Makes Me Crazy! A Prescription for Money Sanity (First runner-up eBook of the year 2011).
- Co-authored Money Makes Me Crazy, How I Squandered Millions Building the FUBU Empire with FUBU co-founder J. Alexander Martin. The book was selected by the National Urban League and presented to their Young Professional organizations.
- New Book “Discover Your Money Temperament, A Common-Sense Guide to Financial Security.”
Speaker & Trainer: Keynote, featured presenter, seminars, and training on:
- Money Temperament
- Managing money behavior
- Human and Organizational Performance technology
- Entrepreneur Temperament
Director of Behavioral Finance and Advisory Board Member, DreamSmart Acadamy
The DreamSmart Academy, (DSA) is a performance enhancing, behavioral based, socially conscious, online coaching and wellness curriculum. Our wellness curriculum aligns students/learners body, mind, soul, and finances.
To transform the lives of our students, DreamSmart Academy using the acronym (T.E.A.M.), Training, Education, Access, and Mentoring. DSA’s unique T.E.A.M. methodology provides our students/learners with intentional and systematic pathways to:
- Develop their mental strength
- Increase their emotional intelligence
- Boost their daily productivity
- Build mutually beneficial relationships
- Become people of great character
- Live their life based their life’s mission, purpose, and values
- Make sound financial decisions
"Discover Your Money Temperament and Unleash Your Money Superpowers"
A public performance based training platform run by professional training designers and developers. We build and offer courses for entrepreneurs, business owners, financial professionals, and people who want more. Our team has over 80-years experience building courses that work.
Take a course or we will help you design, develop, and sell your course on our platform.
We'll also host your courses if you have one ready to go.
Discover Your Money Temperament Journal
Don’t Let Money Make You Crazy
Start Your Money Behavior Journey
You have dealt with money and spending situations since you were a child pleading for a treat in a grocery store. From there to now has been your money journey so far. However, you may feel that you have had no control, that you have been moved by things you don’t really understand. You have heard about or even studied budgeting or investing or “planning for retirement.” It can all be so confusing.