Doug Lynam

From Monk to Money Manager

Psychology meets finance — Ancient wisdom meets Wall Street —Your money issues meet their match

Watch Doug In Action

Request Availability

I help smart people stop sabotaging their money and build a financial life that makes their soul sing.

The TEDx talk: 370K+ views and counting.

Keynotes & Workshops

Turn money stress into clarity, courage, and better decisions.

Financial anxiety isn't just a personal problem—it's killing your bottom line.

77% of Americans are stressed about money (CNBC, 2025), and this stress is killing productivity. Financially anxious employees lose nearly a week every month to distraction and worry—that's money walking out your door in lost focus, poor decisions, and turnover.

In faith communities, money shame keeps people from engaging fully in your mission and blocks the generosity you're trying to cultivate.

When your people understand what's actually driving their money behavior, they show up differently—more focused, more confident, and more engaged in what matters.

  • Employee wellness programs | HR conferences | Benefits summits
    45–90 minutes

    Your employees aren't distracted—they're drowning. While you're investing in standing desks and meditation apps, unresolved money wounds are quietly destroying focus, morale, and output.

    This keynote reveals why traditional financial wellness fails: childhood trauma and invisible patterns sabotage every budget, every savings goal, every retirement plan. Using the Enneagram, employees identify their unique "money monster," understand why they self-sabotage, and walk out with a 30-day plan to break the cycle.

    Your team learns to:
    Spot their personal money triggers → Heal financial trauma patterns → Build lasting money resilience

    Perfect for organizations tired of treating symptoms instead of causes.

  • Leadership retreats | Executive teams | Finance & operations leaders
    60–90 minutes

    Your team can make terrible financial decisions together—not because they lack data, but because nine different money personalities are battling for control. One leader wants aggressive spending on growth, while another demands cash hoarding. Someone avoids tough budget calls while another turns every allocation into a power struggle. The result? Delayed decisions, wasted resources, and missed opportunities.

    Doug reveals how Enneagram money types drive budget debates, business choices, and risk tolerance—then shows leaders how to navigate these conflicts to make faster, smarter financial calls that stick.

    Your team learns to:
    Decode money psychology driving financial disagreements → Make aligned budget and investment decisions faster → Turn money conflict into a competitive advantage

    Perfect for leadership teams making high-stakes financial decisions where speed, alignment, and execution matter.

  • Sales conferences | Business development | Client-facing teams
    45–90 minutes

    You're losing deals because you pitch features when prospects need security. You talk ROI when they want belonging. You close too fast—or wait too long.

    The best salespeople read money psychology, not just body language. Doug reveals the nine Enneagram "money types" driving every buying decision and teaches you to identify a client's type in minutes, adapt your pitch instantly, and close without manipulation.

    Your team learns to:
    Identify client money types in real-time → Customize pitches to core motivations → Build trust that converts

    Perfect for anyone whose income depends on understanding what really drives a "yes."

    • Taming Your Money Monster: The Enneagram Path to Financial Peace (45-90 min or intensive workshop) Discover how the Enneagram personality framework can help conquer your unique “money monsters” and reduce financial anxiety. Understand Your Type — Spot Financial Triggers — Install New Habits

    • From Scarcity to Abundance: Healing Money Wounds in Faith Communities (60-120 min or intensive workshop) Many struggle with shame, fear, or scarcity mindsets rooted in childhood or trauma. Learn how the Enneagram can identify and heal those wounds, to move from anxiety to generosity. Recognize Patterns — Heal Wounds — Create New Mindset

    • Sacred Stewardship: Aligning Your Finances with Your Mission (60-120 min) Money isn't separate from spiritual life—it's a tool for living your values. Learn how to align your money with your mission. Clarify values — Create aligned budget — Plan generous giving

All programs can be customized for your organization's specific needs and delivered as keynotes, breakout sessions, or full-day intensive workshops.

Speaker One Sheet - Corporations
Speaker One Sheet - Spiritual Communities

Testimonials

  • "Get ready to be thrilled by the kind of wisdom that transcends easy categories or agendas…brilliant!"

    —Richard Rohr, bestselling author of Falling Upward

  • "He’s not just informative—he’s transformative."

    — Eva Fanari, Director of Training and Education, Coldwell Banker Legacy

  • "His delivery is so good! Lots of nice pauses, jokes, and eye contact with the audience, love it!"

    — Jason Corder, TV + Film Producer, Actor, & CEO

  • "Do you need a polished speaker to deliver a stunning keynote on a complex topic? Doug Lynam is your answer."

    —Glenn Aparicio Parry, two-time Nautilus award-winning author of Original Thinking and Original Politics

  • "Doug gave a caring and authentic talk that brought heart to the idea of money"

    — Jonathan Gravenor, Award-winning Journalist, Broadcaster, Author, and Speaker

  • "He creates 'aha' moments that stick and transform people in truly life-changing ways."

    — Gail Rubin, Award-Winning Speaker, Author, & Educator

  • "Eye-opening! As a financial advisor, I’m eager to see how I can use this knowledge to help my clients."

    — Liam Pierce

  • "The most relevant expression of how faith can be understood and expressed through finance."

    Rev. Dr. Paul Murphy, AME Zion Church, Southern Pines

  • These endorsements relate to Doug Lynam's work as a speaker and author. None of the individuals quoted are Course Management Investment Advisors’ clients, and no compensation was provided. Investment advisory services are offered separately through Course Management Investment Advisors, an SEC-registered investment firm.

Who Books Doug?

Doug's message resonates with audiences who:

  • Know that technical knowledge alone doesn't solve money problems

  • Value psychological depth alongside practical skills

  • Are ready for transformation, not just information

  • Companies tired of watching financial stress drain productivity and profits. Your teams transform money anxiety into confident decisions—whether they're financial advisors deepening client relationships, sales teams learning buying psychology, or employees finally able to focus at work instead of drowning in money worry.

  • Leadership summits, financial planning conferences, HR events, and Enneagram institutes seeking a speaker who delivers both credibility and transformation. Your attendees get Wall Street expertise, monastic wisdom, and personality psychology—with humor, heart, and actionable insights they'll actually use.

  • Churches, nonprofits, and values-driven communities where money shame blocks generosity and full engagement. Your members discover how to align finances with deeply held beliefs, moving from scarcity to sacred stewardship—so they can focus on living your shared mission instead of surviving financial fear.

  • Business schools, executive education programs, and university wellness centers addressing financial stress with more than generic advice. Your students and executives gain frameworks integrating financial psychology with money management, taught by someone who's lived in both the monastery and the boardroom.

Who's Worked With Doug?

Request Availablity

Professional Communities
International Enneagram Association | Financial advisors & wealth managers | HR & benefits professionals

Contemplative & Faith Leaders
The Center for Action and Contemplation (Illumen Program) | AME Zion Church | First Adam Church | Southern Pines United Methodist Church | Multi-faith community gatherings

High-Profile Private Clients
Grammy-winning artists | Hollywood producers & executives | Impact investors & philanthropists

Get the books that will change how you think about money forever.
Purchase
Purchase