Let’s explore how I can bring value to your next event

Whether you're planning a keynote, workshop, or leadership session, I’d love to hear more.

Signature Talks

From practical takeaways to motivational insights, my speaking engagements are designed to resonate. While most presentations are tailored for the financial services industry, most content can be easily customized for other professional settings.

Pleasant Persistence

At 211°F, water is hot.

At 212°F, it boils.

That one extra degree makes all the difference – from cooking pasta at home to powering turbines and heating entire buildings.

I call that extra degree Pleasant Persistence – the small yet intentional actions that can change everything. This keynote shares our daughter’s journey with chronic pain and the inspiring yet unexpected ways this mindset shaped our family's path.

The Conversation Efficiency Effect

Efficient conversations might sound like a contradiction – yet they’re surprisingly powerful.

This session reveals how identifying two cues in someone’s communication style can unlock faster trust and deeper engagement. It offers immediately applicable strategies and can also be expanded into a 3-part workshop for sales teams or advisory firms looking to enhance client relationships.

Cracking the Code: Behavioral Finance & The Client Mindset*

Clients don’t always make financial decisions based on logic – and that’s not a flaw. It’s human. Money is emotional.

This session dives into how clients interpret money through a behavioral lens, often acting on instinct rather than logic. Drawing on behavioral finance studies and real-world insights, advisors will learn practical ways to help clients navigate emotional decisions and stay on track.

* Some engagements qualify for CFP® CE Credits