Speaking | Shaping Wealth

THE PLAYBOOK FOR HUMAN ADVICE

In this new era of generative AI, it's human-to-human skills that will separate successful finance advisory practices from the pack. Both advisor training and client experience are being elevated through behavioral finance, positive psychology, and emotional intelligence. But how? This talk delivers an original, shareable, and scalable framework for understanding the six core elements of human behavior in order to inspire both advisor and client success.

KEYNOTE WEBINAR

_________________________________________________________________________________________________________________

THE NEUROSCIENCE OF ADVICE

In today's fast-paced world, understanding the neuroscientific basis of advice-giving is crucial for effective client communication. This knowledge allows us to offer actionable and meaningful advice, crafting impactful messages that stand out in an information-rich environment. In this talk we will delve into the brain science behind effective advice-giving, exploring how empathy, storytelling, and neuroscience-based communication strategies enhance financial advice.

KEYNOTE WORKSHOP WEBINAR

_________________________________________________________________________________________________________________

PARENTING PROSPERITY

Parenting is a challenge, especially when it comes to raising financially responsible, generous, and hardworking kids. This interactive workshop on parenting and money is designed to equip advisors with the skills to guide their clients in fostering sound financial practices in their children.

KEYNOTE WORKSHOP WEBINAR

_________________________________________________________________________________________________________________

NAVIGATING CHANGE

Sometimes, your clients won’t take your advice, even when they know it’s the “right” thing to do. It’s frustrating. How can you bridge this gap between “getting it” and “doing it”? Discover tools and techniques to enhance client engagement, deepen trust, and strengthen motivation. By zeroing in on financial planning as relationship building and change management, you can hone your voice and scale your business.

KEYNOTE WORKSHOP WEBINAR

_________________________________________________________________________________________________________________

COUPLES, CASH, CONFLICT

For many couples, money is a source of significant stress, tension, and conflict. Discover practical tools and strategies to help the couples they serve flourish instead of fight. In this training, we delve into the psychological aspects of money that impact couples in their romantic partnerships.

KEYNOTE WORKSHOP WEBINAR

_________________________________________________________________________________________________________________

FINE TO FLOURISH: MAKING REVIEW MEETINGS FUN AGAIN!

Ongoing monitoring meetings get boring. Advisors and clients alike are not thrilled to be having the same meeting again and again where there is nothing new or exciting to report. Yet, when clients hit the “fine” phase of the client-advisor relationship, this can be the perfect time to start having “flourish” conversations and bring some fun back to the client-advisor relationship and transform the boring monitoring meetings. Join us and learn about thinking of the three phases of the client advisor relationship as fix, fine, flourish and the questions to ask clients that move them from fine to flourish which ends up brining the advisors back to where they are happiest, at fix.

KEYNOTE WORKSHOP WEBINAR

_________________________________________________________________________________________________________________

25 QUESTIONS FOR BETTER CLIENT CONNECTIONS

Asking great questions is an essential part of the job of the financial advisor. Great questions help us to gather important information, and great questions can help motivate clients to take action. Many advisors are aware of the difference between a closed-ended question and an open-ended question, but questions can take additional forms as well. Learn not only about the different types of questions that are available to advisors, but also about how and when to use these questions throughout the financial planning relationship.

KEYNOTE WORKSHOP WEBINAR

_________________________________________________________________________________________________________________

17 FOLLOW-UP QUESTIONS TO ENRICH CLIENT CONVERSATIONS

Rapport building is pivotal groundwork for a trusting relationship. One sure fire way to build rapport and ultimately trust is by asking follow-up questions. In this presentation, advisors will learn why follow-up questions are so powerful for trust and connection. They will also learn about varied forms of follow-up questions and how to use those forms in the varied financial planning meetings, specifically introduction meetings, discovery meetings, and plan presentations meetings. Utilizing follow-up questions to strategically build rapport and trust in the early stages of a new financial planning engagement.

KEYNOTE WORKSHOP WEBINAR

_________________________________________________________________________________________________________________

THE PLAYBOOK FOR HUMAN ADVICE

In this new era of generative AI, it's human-to-human skills that will separate successful finance advisory practices from the pack. Both advisor training and client experience are being elevated through behavioral finance, positive psychology, and emotional intelligence. But how? This talk delivers an original, shareable, and scalable framework for understanding the six core elements of human behavior in order to inspire both advisor and client success.

KEYNOTE WEBINAR

_________________________________________________________________________________________________________________

BEYOND BIASES: EXPLORING THE HUMAN EXPERIENCE OF MONEY

Despite “behavioral finance” being fascinating, its impact in the wealth management industry has been limited. Of course we want to help clients make better decisions in order to thrive. But our industry’s “biases and heuristics” obsession has landed us in a cul-de-sac from which we now need to retreat. This talk charts a new path forward. It presents seven distinct pivot points combining timeless insights with timely actions to empower the modern advisor to help clients figure out how money fits into a meaningful life.

KEYNOTE WEBINAR

_________________________________________________________________________________________________________________

BUILDING A HUMAN-CENTRIC WEALTH CULTURE

Change is accelerating in the global wealth industry, with firms striving to compete and thrive. Sustained growth hinges on implementing and scaling a human-centric wealth culture. This talk/workshop presents an impactful framework for understanding and building such cultures. We will explore the power of storytelling and emotional intelligence, supported by neuroscience, to inspire exceptional client and teammate experiences. Practical strategies and a personalized action plan will be provided to implement a human-centric culture and drive inspired growth.

KEYNOTE WORKSHOP WEBINAR

_________________________________________________________________________________________________________________

FINE TO FLOURISH: MAKING REVIEW MEETINGS FUN AGAIN!

Ongoing monitoring meetings get boring. Advisors and clients alike are not thrilled to be having the same meeting again and again where there is nothing new or exciting to report. Yet, when clients hit the “fine” phase of the client-advisor relationship, this can be the perfect time to start having “flourish” conversations and bring some fun back to the client-advisor relationship and transform the boring monitoring meetings. Join us and learn about thinking of the three phases of the client advisor relationship as fix, fine, flourish and the questions to ask clients that move them from fine to flourish which ends up brining the advisors back to where they are happiest, at fix.

KEYNOTE WORKSHOP WEBINAR

_________________________________________________________________________________________________________________

25 QUESTIONS FOR BETTER CLIENT CONNECTIONS

Asking great questions is an essential part of the job of the financial advisor. Great questions help us to gather important information, and great questions can help motivate clients to take action. Many advisors are aware of the difference between a closed-ended question and an open-ended question, but questions can take additional forms as well. Learn not only about the different types of questions that are available to advisors, but also about how and when to use these questions throughout the financial planning relationship.

KEYNOTE WORKSHOP WEBINAR

_________________________________________________________________________________________________________________

17 FOLLOW-UP QUESTIONS TO ENRICH CLIENT CONVERSATIONS

Rapport building is pivotal groundwork for a trusting relationship. One sure fire way to build rapport and ultimately trust is by asking follow-up questions. In this presentation, advisors will learn why follow-up questions are so powerful for trust and connection. They will also learn about varied forms of follow-up questions and how to use those forms in the varied financial planning meetings, specifically introduction meetings, discovery meetings, and plan presentations meetings. Utilizing follow-up questions to strategically build rapport and trust in the early stages of a new financial planning engagement.

KEYNOTE WORKSHOP WEBINAR

_________________________________________________________________________________________________________________

EMOTIONS AT WORK: EQ FOR ADVISORS

Emotional intelligence (EQ) is the currency of success for the modern financial advisor. As you navigate challenges in today’s competitive marketplace, the way you understand and manage emotions — your own and those around you — makes all the difference. EQ is a high-impact framework that equips you with practices and mindsets to unlock your full potential. The EQ toolkit of self-awareness, self-management, empathy, and social skills will empower you to deepen relationships, navigate complexity, and lead with clarity and influence, ensuring sustained growth and client satisfaction in your practice.

KEYNOTE WORKSHOP WEBINAR

_________________________________________________________________________________________________________________

PRACTISING RIGOROUS EMPATHY

In the ever-evolving landscape of the wealth management industry, the ability to empathize with clients is a critical skill that goes beyond numbers and strategies. Join us to explore the transformative power of empathy in financial advising. This interactive workshop is designed for financial advisors aiming to enhance client relationships, improve communication, and elevate their overall practice. Through real-world scenarios and practical exercises, you will gain valuable insights into the role of empathy in creating meaningful and lasting connections with your clients.

KEYNOTE WORKSHOP WEBINAR

_________________________________________________________________________________________________________________

STORYTELLING FOR ADVISORS

We are born as storytellers, not calculators. This fundamental insight into human nature is mostly ignored by the wealth management industry, leaving both advisors and clients searching for more meaningful relationships that go beyond financial transactions. This workshop introduces the science and craft of storytelling as a superpower for modern advisors, positioning them to deliver more impactful client experiences through improved conversation and communication.

KEYNOTE WORKSHOP WEBINAR

_________________________________________________________________________________________________________________

BUILDING A HUMAN-CENTRIC WEALTH CULTURE

Change is accelerating in the global wealth industry, with firms striving to compete and thrive. Sustained growth hinges on implementing and scaling a human-centric wealth culture. This talk/workshop presents an impactful framework for understanding and building such cultures. We will explore the power of storytelling and emotional intelligence, supported by neuroscience, to inspire exceptional client and teammate experiences. Practical strategies and a personalized action plan will be provided to implement a human-centric culture and drive inspired growth.

KEYNOTE WORKSHOP WEBINAR

_________________________________________________________________________________________________________________

NAVIGATING CHANGE

Sometimes, your clients won’t take your advice, even when they know it’s the “right” thing to do. It’s frustrating. How can you bridge this gap between “getting it” and “doing it”? Discover tools and techniques to enhance client engagement, deepen trust, and strengthen motivation. By zeroing in on financial planning as relationship building and change management, you can hone your voice and scale your business.

KEYNOTE WORKSHOP WEBINAR

_________________________________________________________________________________________________________________

ZERO TO ONE: ELEVATING ADVISOR WELLBEING

In a rapidly transforming wealth management industry, advisors are both thriving and struggling. That whipsaw meant there’s never been more need for open dialogue on advisor wellbeing. The advent of comprehensive or “holistic” advice has many virtues, but it also means that advisors and teams are increasingly tasked with more expansive and demanding roles. As a result, stress, burnout, and imposter syndrome are rampant. This interactive workshop helps advisors build necessary skills and perspectives for going from just-getting-by to good, and from good to great, ultimately helping advisors flourish.

KEYNOTE WORKSHOP WEBINAR

_________________________________________________________________________________________________________________

WORK, MEANING, AND IDENTITY

The work we do defines who we are. As the nature of work changes, so do our identities. And at times marked by accelerating technological change (such as artificial intelligence) and global disruptions (such as the pandemic and its aftermath), many of us will endure a proper identity crisis. Channeling the concept of “funded contentment” – the idea that true wealth is the ability to underwrite a meaningful life – this talk articulates an optimistic vision of the future in which current disruptions in the nature of work, however unsettling, actually create fresh opportunities for human flourishing.

KEYNOTE WORKSHOP WEBINAR

_________________________________________________________________________________________________________________

BUILDING A HUMAN-CENTRIC WEALTH CULTURE

Change is accelerating in the global wealth industry, with firms striving to compete and thrive. Sustained growth hinges on implementing and scaling a human-centric wealth culture. This talk/workshop presents an impactful framework for understanding and building such cultures. We will explore the power of storytelling and emotional intelligence, supported by neuroscience, to inspire exceptional client and teammate experiences. Practical strategies and a personalized action plan will be provided to implement a human-centric culture and drive inspired growth.

KEYNOTE WORKSHOP WEBINAR

_________________________________________________________________________________________________________________