Joel Franks is a Financial literacy facilitator: An infuser of behavioral economics and experienced financial storytelling. Colleagues describe him as "Joel was an outstanding business partner to my Investment Team during my tenure as CIO. His ability to deconstruct complicated and complex investment content and convert them to engaging and sometimes interactive content provided a generalist advisory force and clients valuable tools to aid in understanding the products and services offered by our team. Joel is a collaborative partner, driven to providing superior tools for the client facing teams. He has the ability to bring perspective across many products and services offered that is rarely found in either marketing or investment organizations. He was my "go-to" person when preparing client content and presentations, always going above and beyond his responsibilities to bring clarity and understanding to content being produced by my team. In his role, he is able to bridge among various business initiatives in order to formulate content that tells a compelling and understandable story. Joel writes, designs and delivers content--a one-stop shop and a rare talent." and "I worked with Joel at Guardian and found him to be a very creative, engaged, innovative and collaborative business partner. His design efforts and communication of value propositions enabled us to increase sales. "