Speaking & Event Planning

Looking for a speaker that will engage your audience and inspire them to take action?

Keynote and workshop presentations are available to engage your audience on a topic that will encourage attendees to take action. What makes us different? Our goal is to provide insights and motivate. The implication of that is that we are not afraid to promote existing resources, teams, or experts you may provide as a next step in addition to what we may have available. The goal is for advisors to make a change and we know our sessions will help them get there.

Need assistance planning a meaningful advisor event?

Conferences and events are a great way to get your advisors together, collaborate, and hopefully, be motivated to take action following the event. Are you events a get-away or driving real productivity in your business? The truth is: they can be both! Let us help you.

Keynotes

These presentations are typically between 45-60 minutes. Action items can be aligned with resources already available to the audience

Target Audience:

Management Teams
Financial Advisors

Workshops

These hands-on sessions are between 1 hr 30 minutes - 3 hrs long. Peer sharing and materials are key elements to the session.

Target Audience:

Management Teams
Financial Advisors
Key Practice Implementers

Event Content Planning

Content should align to advisor productivity by driving insights & resource awareness. We will align goals to content providers and speakers to maximize event success.

Target Audience:

Management Teams

Interested in Hiring Us?

Email us if you are interested so we can set up a time to talk about how to best support your event needs.