Signature Speech Topics
The Art of Influence: Building Trust, Value, and Loyalty
Audience: Bank Branch Managers, Bankers, Bank Channel Financial Advisors
Description: Influence is a powerful tool often underestimated, yet deeply transformational. Whether you're leading a team, advising clients, or nurturing a family, your influence shapes outcomes. This session explores how intentional communication, genuine investment in others, and mindful leadership can foster stronger teams, healthier relationships, and a more resilient culture.
Takeaway: Through self-evaluation and intentional focus, participants will unlock their greatest asset: influence. They will learn how to understand what motivates their bankers, invest in their growth, and use influence to shape success, build loyalty, and elevate impact.
Stand Up & Stand Out
Audience: Bankers
Description: With financial institutions on every corner, differentiation is key. In today’s competitive, digital-first landscape, understanding the distinction between a Banker and a Bank Advisor is essential. This talk helps professionals define their unique value and build a sustainable, standout book of business.
Takeaway: Participants will learn to clearly define and communicate their unique professional value, gaining the confidence to stand out through authenticity, expertise, and service excellence.
Referrals with Purpose: The What, When, and Why of Connecting Customers to Advisors
Audience: Bankers
Description: Referrals are more than a checklist item; it is an opportunity to change lives. This session reframes the referral process as a meaningful opportunity to help customers take control of their financial future. By communicating the why behind the referral, bankers elevate their credibility and deepen their impact.
Takeaway: Participants will shift their view of referrals from transactional to transformational, understanding how purposeful referrals elevate trust, credibility, and customer care.
The Magic Hat
Audience: Bankers
Description: We wear many hats; coach, compliance officer, team builder, firefighter. But the most important hat is the one that defines your spark: your magic hat. This lighthearted yet powerful talk reminds professionals to stay connected to their passion, energy, and authenticity, no matter how many roles they juggle.
Takeaway: Attendees will be inspired to reconnect with their spark, bring joy and purpose to their work, and lead from a place of genuine energy.
The Balancing Act
Audience: Professional Women
Description: Just like in investing, diversification in life creates strength and stability. This session explores how varied experiences and relationships contribute to personal and professional balance. It emphasizes the importance of investing not only in others, but also in yourself to build a life that is resilient, fulfilling, and purpose-driven.
Takeaway: Participants will gain a fresh perspective on balance, not as perfection, but as intentional diversification of life’s priorities. They will leave empowered to invest in themselves and others, creating a foundation of strength and long-term resilience.
The Power of Choice
Audience: Bankers, Financial Advisors
Description: One of the most transformative forces in our personal and professional lives is the ability to choose. Every day, we are presented with decisions that define not only who we are, but who we have the potential to become. Our choices influence the direction of our careers, the depth of our relationships, and the legacy we leave behind.
Takeaway: Attendees will understand that every choice is an act of self-leadership. They will be inspired to make intentional decisions that align with their values, shape their success, and define the legacy they want to leave.
The Master Financial Advisor / The Master Branch Manager
Audience: Bankers, Financial Advisors
Description: Change is inevitable and often uncomfortable. The financial services landscape continues to evolve, and so do the companies and clients within it. But with change comes opportunity. This speech is a powerful message about embracing transformation, refining your process, and showing up with purpose.
Takeaway: Participants will be challenged to lean into change, recognizing that growth only happens when we step outside our comfort zones. They will learn that mastery is not defined by what you sell, but by how you lead with passion, consistency, and a repeatable process that drives results.
Don’t Miss It
Audience: Bankers, Financial Advisors
Description: In the fast-paced world of financial industry it’s easy to become so focused on the challenges of the rocks beneath our feet that we forget to pause and appreciate the view. Don't Miss It is a reflective and inspiring message that encourages bankers/advisors to shift their lens both personally and professionally. From navigating turbulent currents in business to understanding the generational differences among their associates/clients, this talk is a reminder that awareness and empathy are powerful tools. When we stop to look up, we not only see more clearly, but we lead more effectively.
Takeaway: Participants will leave with a renewed sense of awareness and perspective. They will be encouraged to pause, reflect, and recognize what they might be missing whether it’s the value in a moment, the needs of a colleague, or the opportunity to lead with empathy. By shifting focus from the struggle to the bigger picture, they will gain clarity, connection, and the ability to lead with intention.