For Financial Professionals

What your clients need to know — and how to get your message across. I’ve made a career out of talking to individuals about their money in language they can hear and understand. As financial advisors and other professionals aim to bring spouses into the tent and appeal to the next generation, this is crucial information to have. Plus, I address the most pressing holistic concerns clients are facing, so that you can do the same.

What The Country’s Wealthiest, Most Successful People Do Differently

Why is it that some people seem to move relatively easily from a paycheck-to-paycheck lifestyle into financial comfort or wealth, while others get stuck — or worse, fall back? I’ll reveal the findings of my proprietary study of 5,000 people that shows wealthy, successful people have both habits and personality traits that less successful individuals are missing.

Women & Money

Anyone who tells you women don’t need financial advice specifically for them is wrong. Women, whether we’re the caretakers, the breadwinners, or both, face a unique set of financial challenges. But as a decade of research into neuroeconomics and behavioral psychology has revealed, we are also uniquely qualified to handle them. I’ll take you through the steps women need to take today to live comfortably (and worry-free) tomorrow.

Money Rules

(customizable for your audience):

• To Rescue Your Retirement
• All Women Need To Know
• For Raising Money Smart Kids
• To Start Building A Financial Life

AgeProof: Living Longer Without Running Out Of Money Or Breaking A Hip

Your health and wealth have become almost inextricably co-dependent. Fortunately, the same scientifically-proven strategies can help you improve in both areas of your life. This keynote highlights those most relevant to your group.