Experience

DreamSmart Behavioral Solutions

• United States
• Professional Training and Coaching
• 1 - 100 Employee

• Co-Founder and Vice President

  • May 2023 - Present

  Temecula, California, United States The Evolution of the DreamSmart Brand: DreamSmart Behavioral Solutions (DSBS) is a story of evolution, innovation, and creativity. The DreamSmart brand has evolved from providing evidence-based financial literacy to black and brown communities to now being the world’s only Black-owned behavioral science firm. The DreamSmart team comprises award-winning authors, coaches, teachers, trainers, consultants, disruptors, innovators, problem solvers, and entrepreneurs. We value diversity in all… Show more The Evolution of the DreamSmart Brand: DreamSmart Behavioral Solutions (DSBS) is a story of evolution, innovation, and creativity. The DreamSmart brand has evolved from providing evidence-based financial literacy to black and brown communities to now being the world’s only Black-owned behavioral science firm. The DreamSmart team comprises award-winning authors, coaches, teachers, trainers, consultants, disruptors, innovators, problem solvers, and entrepreneurs. We value diversity in all its forms; we honor our teammate’s strengths and celebrate the differences that exist amongst ourselves. More importantly, we teach our clients to honor people’s strengths and manage and celebrate the differences that exist in all relationships, personal or professional. We strive to be an inclusive community that makes all people feel valued and welcomed in the ever-expanding Behavioral SuperPowers Universe. DreamSmart Behavioral Solutions Today we are the Behavior, Money, Communication, and Relationship insights company. The behavioral science team at DreamSmart Behavioral Solutions has created a cloud-based technology platform DreamS.M.A.R.T. The DreamS.M.A.R.T. platform is a multi-dimensional suite of scientifically validated products, tools, and services backed by more than 30 years of behavioral science. The platform is designed to be used by kids, teens, young adults, coaches, trainers, mentors, educators, consultants, managers, executives, businesses, and entrepreneurs. Anyone looking to decode behavioral complexities at home or work, understand and align money temperaments, enhance personal & professional relationships, communicate more effectively, or improve their overall performance in any area of life can use the insights from the DreamS.M.A.R.T platform. The platform provides over 575 behavioral insights with just a 10-minute investment of time. Give us just 10 minutes, and we can coach you for a LIFETIME! Show less



DreamSmart Behavioral Solutions (formally DreamSmart Academy)

• Director of Behavioral Finance Wellness and Human Performance

  • Jan 2022 - Present

  Nashville, Tennessee, United States



TedMcLyman.com

• Consultant/Trainer/Speaker/Author

  • Jan 2010 - Present

  Nashville, Tennessee, United States I focus on training and helping licensed financial services professionals and organizations, executive coaches, wellness coaches, and financial literacy and wellness providers integrate Money Temperament and Behavioral Financial Wellness into their practice, organization, program, and offerings. My latest book is titled "Discover Your Money Temperament, A Common-Sense Guide to Financial Security." It is a guide to my revolutionary Money Behavior System™. The Money Behavior… Show more I focus on training and helping licensed financial services professionals and organizations, executive coaches, wellness coaches, and financial literacy and wellness providers integrate Money Temperament and Behavioral Financial Wellness into their practice, organization, program, and offerings. My latest book is titled "Discover Your Money Temperament, A Common-Sense Guide to Financial Security." It is a guide to my revolutionary Money Behavior System™. The Money Behavior System is a common-sense behavior-based system designed to help you (individuals, organizations, financial professionals, coaches, and consultants, and their clients) make better money choices. I suppose you spend money or work with people who do. In that case, I have a strategy to help you, your organization, and your clients learn and implement my Money Behavior System™ and achieve Behavioral Financial Wellness. Show less



Pathfinder Coaches Academy

• Founder Pathfinder Coaches

  • Jan 2016 - Aug 2022

  Nashville, Tennessee, United States We've distilled the training process. We focus on performance improvement. All of our learning outcomes, performance objectives, will expect you to demonstrate your new skills as part of the training. In the end, you will know, "I can do this!" Our training follows a consistent and proven design model. You may have heard the acronyms (SAT, ISD, etc.). We have distilled all of that into our Rapid Training Design (RTD) approach that assures positive training outcomes every time. We… Show more We've distilled the training process. We focus on performance improvement. All of our learning outcomes, performance objectives, will expect you to demonstrate your new skills as part of the training. In the end, you will know, "I can do this!" Our training follows a consistent and proven design model. You may have heard the acronyms (SAT, ISD, etc.). We have distilled all of that into our Rapid Training Design (RTD) approach that assures positive training outcomes every time. We offer the best value you will find, both in time and money. Our focus on specific performance keeps our courses succinct and to the point. Your time will be used to learn only what you need right now - what is immediately relevant. Second, our courses are priced to be affordable for all budgets. We want all of you to have access to our materials. Do you want to learn how to build a watch, or how to tell time? We can do both, but we know not to confuse the two in the same training session. We are a team of professional trainers with decades of experience at the working levels of all kinds of organizations, including the U.S. Military, small business, Fortune 500, and more. Our successes include both technical and soft/leadership skills development. In all areas, we will keep things focused so we don't waste your time. We are just like you. We want to gain the skills we need and move on with our lives. Show less



DreamSmart Behavioral Solutions

• United States
• Professional Training and Coaching
• 1 - 100 Employee

• Director of Behavioral Finance and Advisory Board Member

  • Jan 2015 - Aug 2022

  San Diego, CA, United States



Self-employed

• Founder and Owner, Apexx Behavioral Financial Wellness

  • Apr 2006 - Aug 2022

  Nashville, Tennessee, United States "Discover your Money Temperament, manage your behavior, and then your money." Ted McLyman Apexx Behavioral Financial Wellness began as an independent financial planning firm. Now we focus on training and helping licensed financial services professionals and organizations, executive coaches, wellness coaches, and financial literacy and wellness providers integrate Money Temperament and Behavioral Financial Wellness into their practice, organization, program, and offerings. "The… Show more "Discover your Money Temperament, manage your behavior, and then your money." Ted McLyman Apexx Behavioral Financial Wellness began as an independent financial planning firm. Now we focus on training and helping licensed financial services professionals and organizations, executive coaches, wellness coaches, and financial literacy and wellness providers integrate Money Temperament and Behavioral Financial Wellness into their practice, organization, program, and offerings. "The conventional wisdom about money is wrong. Humans are not hardwired to work well with money. We are emotional animals who think. We are not thinking animals with emotions. 95% to 99% of all spending is nonconscious, automatic, and emotional. Why? Our ancient brain biology evolved to keep us alive and pass on our genes. As a result, managing money, doing taxes, and reading the small print on a credit card disclaimer are not priorities. 95% to 99% of all spending is nonconscious, automatic, and emotional. Why? Our ancient brain biology evolved to keep us alive and pass on our genes. Managing money, doing taxes, and reading the small print on a credit card disclaimer is not a priority. Money is the catalyst of modern society. However, most people get it wrong. Traditional financial literacy and wellness programs do not work. Behavioral Financial Wellness is the future - the new financial literacy. Why? Because behavior matters. A lot. Behavior Before Products ..." Ted McLyman Apexx Behavioral Financial Wellness also the holding company for TedMcLyman.com, PathfinderCoaches.com, and BehavioralFinancialWellnessAcademy.com. Show less



United States Marine Corps

• United States
• Armed Forces
• 700 & Above Employee

• Lt Col, USMC (Ret)

  • Feb 1973 - Feb 1994

  Artillery officer; 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; Executive Office, Battle Assessment Team, Operation Desert Storm.