Keynotes & Workshops
How to Move From A to B and Eliminate the Messy Middle
We all want to get somewhere. Whether it's our business or life, we constantly try to reach the next step in our journey. Unfortunately, many lose focus and become distracted somewhere in the middle. This talk helps you design a plan to keep you focused to reach your “B".
Four Words for a Joyful Life?
Everyone is looking for that one thing that brings joy in their life. I have found it by focusing on four words that I write in my journal each day. Words many times “stick” more than sentences. This talk will unpack my four words and help you identify yours.
Tiny Habits: Small Steps Can Lead
to Huge Results
As a Tiny Habits Certified Coach, this talk will unpack the tiny habits method of habit change. Once you learn how a tiny habit recipe is created, you can create it in all areas of your life to experience lasting change. The Tiny Habits mission is to help people do what they already want to do.
Communication Blind Spots
There are all types of communication, but they mostly fall into two categories; written or verbal. This talk will help you eliminate 12 blind spots to better communicate with your team, clients, and prospects.
So You've Taken DISC, Now What?
Everyone has taken a personality test at some point or another. Many are even familiar with DISC. But typically, once you get your report, the journey stops. This talk will focus on utilizing DISC to enhance your communication with others.
Communicate or Else
This talk focuses on the need to communicate using your unique voice to your audience...instead of using canned content. It also redefines the role of marketing for a financial advisor. Consistent, clear, and engaging communication is critical in today's noisy world to continue to nurture relationships with clients and open relationships with prospects. This talk is inspired by my latest book, Communicate or Else: A New Perspective on Marketing for Financial Advisors.
Moving From a Trusted "Financial" Advisor
to a Trusted Advisor
As a financial advisor, your job is to build relationships. But why limit yourself to a financial box? This talk focuses on building relationships that last a lifetime because they go beyond the numbers.
How to Utilize Automation and Still
Keep It Personal
We’ve all experienced bad automation that feels impersonal. This talk will explore the balance between leveraging cutting-edge automation technologies and maintaining the invaluable personal touch that customers cherish. Whether you're a business owner, a service provider, or someone seeking to increase customer relations, this talk will equip you with the knowledge and tools to create a more impactful experience for your audience.
Let’s Talk Referrals
It’s time to move away from the 1970’s referral method. Let’s stop asking our clients to give up the names of their friends and family so we can bug them to the point that the friends and family are upset at the client for sharing their names! There is a better way. In this talk, we will uncover a strategy for referrals without even having to ask for them.