Roey Diefendorf, Jr.

Monroe M. "Roey" Diefendorf, Jr., MI, CLU, ChFC, RFC, CAP

As a 4th generation in the Diefendorf's wealth management business, Roey has officially stepped aside to make room for the next generation at 3 Dimensional Wealth Advisory.

Roey's 50 years career began prior to his graduation from Deerfield Academy. He went on to receive a BA in Psychology from Bucknell University and a Master's Degree in Insurance from Georgia State University. He received the designation of Chartered Life Underwriter (CLU) in 1976, Chartered Financial Consultant (ChFC) in 1983, and a Chartered Advisor in Philanthropy (CAP) in 2010 from the American College. In 1992, he added the designations of Certified Financial Planner (CFP) and Master Registered Financial Consultant (MRFC). In 2003, he attended the Wharton School of Business and successfully attained the Certified Investment Management Analyst (CIMA) designation. In 2022, he attained the Certified Exit Planning Advisor (CEPA) from the Exit Planning Institute. After many years of insurance and investment advisory, Roey turned his focus on the "3 Dimensional Wealth" of his clients.

Roey has written over a dozen books, including "3 Dimensional Wealth: A Radically Sane Perspective On Wealth Management" (2005), "A Better Way: Using Purposeful Trusts To Preserve Values & Valuables In Perpetuity" (2013), "3D Portfolio Theory (3DPT); Taking Modern Portfolio Theory (MPT) To A New Dimension" (2019) and "The Endangered Family: How To Defeat The Greatest Single Risk Confronting Your Family – Your Money" (2020).

As a sought after speaker, Roey has presented on wealth management and philanthropy at many venues, including the Main Platform at the Million Dollar Round Table. He has won numerous awards including: The Fleet Bank Small Business Award in 2001, a semi-finalist in the Ernst & Young Entrepreneur of the Year in 2006, the finalist in the NY Enterprise Small Business Award for Leadership in 2007, the LI Business News "50 Around 50" Award for Philanthropy in 2009, the Gold Medal finalist in the Gartner & 1 to 1 Media CRM Excellence Award in Efficiency for North, Central and South Americas in 2010. Former winners include; Nikon, Accenture, Mitsubishi Caterpillar Forklift Europe, e-Harmony and Overstock.com. In 2014, Family Legacy Missions in Zambia granted the Faith Vision Award to both Roey and his wife, Chris. Also, Roey and his wife planted North Shore Community Church (PCA) on Long Island in 1993. In 2021, Roey was awarded the Loren Dunton Lifetime Achievement Award by the International Association of Registered Financial Consultants.

All this is the preamble to what's next for Roey – working 24/7 (24 hours / week; 7 months / year) on "MORE THAN MONEY" - helping families protect and preserve their values and valuables while mitigating the potential damage to heirs that massive wealth can produce.

Roey's "More Than Money" (MTM) mission will be achieved through More Than Money Family Office, LLC which is comprised of four components;

• More Than Money Trust Company - a South Dakota Division of Banking public trust company created to provide families a structure to perpetuate family values, in perpetuity.
• Aspida360, Inc. - a technology company that created the "MTM360" digital platform for building family unity, values, philanthropy and wealth preservation by offering secure full time mobile access for "what matters most" – one's family. Becoming a "legacy" family has never been more achievable thanks to Roey's pioneering technology. This platform is available to qualified advisors who desire to go beyond merely helping clients make more money.
• MTM Advisory, LLC - Roey's consulting entity that deals directly with families, helping navigate them though the MTM360 platform which includes; Communication360, Values360, Gratitude360, Legacy360, Governance360 and Perpetuation360.
• MTM Global Distribution, LLC - With a team of dedicated, mission minded individuals, our goal is to bring the More Than Money platform to families around the globe.
• MTM Curriculum Design & Training, LLC - Established to provide sound research and development of More Than Money assessments and to deliver quality education to support our platform users.
• MTM Educational Resources, Inc. - a 501c3, non-profit established to provide "more than money" wealth management curriculum within the collegiate academic community. Roey taught his first college course for the Spring 2020 semester at the University of Illinois – Urbana. In addition, educational presentations are provided to organizations and families globally. In addition, he is teaching an Externship at Mitchell Hamline School of Law and is an instructor in the Business Practicum at the law school.

Roey is a man on a mission to change the way wealth management is done and is determined to do so until he's done.

Potential Keynote Speaking Topics

Topics for Target Audience: All Financial Advisors
1) "How to become the most influential advisor to your client - bar none!"
2) "Diefendorf's Hierarchy of Planning: Synching the 3 Dimensions of your Wealth."
3) "When 10% = 100%: Achieving the quantum leap."
4) "Your Space: Creating your unique value proposition."
5) "On Purpose Positioning: Knowing where you're going, before you get going."
6) "The Heat Seeking Recommendation System: It works like magic!"
7) "What's your meme? How to communicate your mission without words."
8) "When a 2% difference makes all the difference: More Than Money Wealth Management."

Topics for Target Audience: Veteran Advisors
1) "Stop working in your business and start working on your business."
2) "When multi-disciplinary planning meets multi-dimensional planning - The Ultimate Marriage."
3) "3 Dimensional Alpha: Adding value through total wealth management."
4) "Starting your own B/D: When the juice ain't worth the squeeze."
5) "Servant Leadership: How to do extraordinary things with ordinary people."
6) "Megethos3: Integrated Application Software Enterprise - More than CRM."
7) "Mentoring: Why would anyone want to be like you?"
8) "Putting Success In Succession Planning."
9) "3D Portfolio Theory: Taking MPT to a new dimension."

Topics for Target Audience: Families
1) "Redefining your wealth in 3 dimensions" (Ages 12 and above).
2) "Synching the 3 dimensions of your wealth" (Ages 15 and above).
3) "How to inoculate your family from affluenza" (Ages 18 and above).
4) "The Family Forum: How to increase your parenting Alpha, reduce your kids' peer pressure Beta, and dampen your family's overall Standard Deviation."
5) "Emily's Shoes" - Using philanthropy to pass on values to your heirs.
6) "FamTec" (family + technology): How to "prepare your heirs for their money" in a geographically disbursed world.

Topics for Target Audience: Non-Profits
1) "Fire up your fundraising with family centered philanthropy."

Topics for Target Audience: International
1) "3D Wealth: The new global currency and how to amplify the exchange rate."
2) "The Endangered Family: Affluenza and how to inoculate against it."