It’s time to transform - ourselves & our industry
Wealth management is at a critical inflection point due to changing demographics hitting up against under-representation by women and people of color. There’s a $30 Trillion wealth transfer underway to women clients. These clients are chronically underserved, and there’s a 29% gender wealth gap in America. And, if that’s not enough, there’s a leaky bucket of women ready to serve as senior leaders (maybe because only 16% of the c-suite are women today!) The stats for people of color and disadvantaged communities are even worse.
We believe the industry can do better, and that it’s ready to. Our team offers engaging presentations that don’t complain, but definitely explain how all of us - men included - can do better. Our goal: Close the wealth gap for all investors.
Signature Talks
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Women Investors are a $30 Trillion Opportunity. Will You Win or Lose AUM?
Let’s help our industry better serve the chronically under-served women investor population. We cover the stats on women investors and why growth-oriented advisors must prioritize women. We also teach attendees an approach for auditing their own practice for client connection and how to become magnetic for women clients.
Audience: Wealth Advisors & Planners -
Women Building Wealth Across the Marathon of Life
Let’s educate women investors so they can personally take action to close the wealth gap! We’ll talk about key financial and life issues women face (hello, caregiving!), when to contact their advisor and how investing plays a pivotal role in achieving personal life goals.
Audience: Women Investors -
You are Your Own Best Lottery Ticket
It’s possible to maximize business growth AND maintain your sense of self. Attendees learn how to niche down and define their personal value proposition, and how to scale by protecting their time and sustaining their personal energy.
Wealth Advisors, Planners & Entrepreneurs -
Take Over Your Personal Narrative
This motivational and how-to speech addresses women’s personal “head trash” (i.e., negative self-talk) and moves attendees to proactively define their personal value propositions. Attendees also learn a simple recipe for building their LinkedIn presence.
Women Leaders, Advisors, & Entrepreneurs -
Wellness Check Your Network
Learn from a 25-year corporate vet who found her way from being “aloof and distant” to become an expert connector. Her transformation fueled her career trajectory to top leadership ranks. Attendees learn an approach for giving their network a wellness check and how to build its ongoing strength, without losing authenticity.
Audience: Corporate Associates -
Keynotes for Colleges
Let’s help current and past students find joy and purpose in their work. For colleges, I talk about being magnetic to new employers, how to decide and navigate career transitions, and building strong professional networks.
Audience: Students and Alumni
Let’s Create Something Bespoke.
Let’s create the perfect presentation to achieve transformational change. Our process for co-creation begins with brainstorming and ends with audience transformation.
