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Dr. Susan McCarthy is an experienced financial advisor who has taken her professional interest in finance one step beyond - to the heart! Now, she's incribed that philosophy in a fascinating and useful new book, MORE THAN WEALTH: Discovering "Heart" in Money Management. Using what she's learned in her role as a long-time money manager ... Susan has added her own deep values... values our society needs in these tumultuous times. MORE THAN WEALTH offers a new way to look at how people approach their lives, their relationships and their money. Susan's unique storytelling ability makes for an inspiring and thought-provoking presentation, both in the pages of her new book and at the podium, where she is also earning respect as an inspiring and informative speaker on the subjects dear to her heart - blending values and hope with the business of money. Susan McCarthy's refreshing look at these seemingly incompatible subjects will make you think. She brings a new and exciting perspective to issues that matter to all of us.

Mary Fallin US Congresswoman and Former Lieutenant Governor of the State of Oklahoma

It has been my pleasure in recent years to work with and get to know Dr. Susan McCarthy. It's refreshing for those of us who work with finances in the world of education to see someone bold enough to approach the complicated issues of money and business with an emotional and spiritual depth. Susan's recent book, MORE THAN WEALTH: Discovering "Heart" in Money Management, does just that. It offers insight and inspiration to anyone interested in money and all of our complicated behavior around it. Clearly she has combined her strong educational background, which includes a PhD in literature, with her extensive experience as a financial advisor ... to offer a rare blend of talents and perspectives to our community. In addition Susan's unique approach to her work, combined with her wonderful storytelling ability, make her an inspiring speaker for all kinds of groups and organizations. Her unique approach to the complicated work of dealing with people and their money will appeal to "faith based" audiences and at the same time to corporate America, where the timeless truths that she espouses are so needed. I applaud her for this rich integration of philosophy, economics and values.

J. Bruce Campbell, Chief Financial Officer Frances tuttle Technology Center

Speech Topics

The Value of Money

The United States is on the verge of the greatest transfer of wealth in its history. This tidal wave of “Money in Motion” offers us an unprecedented opportunity to explore our emotional relationships to our money and even the spiritual lessons money has to teach us. In this keynote, Susan McCarthy, recently named by Barron’s as one of the “Top 100 Women Financial Advisors” in the U.S. outlines a path to a richer future financially, but spiritually as well. With inspiring and sometimes cautionary tales from her long experience with people and their money, she prompts her audience to explore the intricate connections between their emotional and their financial lives and to uncover the hidden wisdom of money. Susan really is the “Soul Authority on Money Management”.