2024 Update: I am available to support your virtual events, including interactive webinars with live audience Q&A, broadcast keynotes, and pre-recorded sessions. Contact me for more information regarding pricing and availability.
I know how important it is for you to find the right speakers for your event. Your audience always looks forward to the networking and social opportunities you provide.
But what really sets your event apart from all the rest is the impact created by the combination of speakers you assemble.
I trust that what you find on this page will help you learn more about me and determine if I will be a good fit for your upcoming event. Thank you very much for considering me.
If You’re Ready
If you’re ready to check my availability, or you have questions that aren’t addressed on this page, please contact me by using the button below.
Panel (no “manel”) Sessions
It would be a pleasure to appear in your panel session to discuss the current state of financial technology, identify trends in wealth management, and provide insight on how advisory businesses should prepare for future opportunities. Contact me for panel session engagement costs, which generally consists of an honorarium.
In addition, I decline to speak on “manels” (all-male panels) for any event. If you are seeking a diverse group of panelists, I recommend these talented contributors with expertise in the financial technology industry (in no particular order):
Technology Company Executives
- Sheryl Rowling (@sherylrowling), founder, Total Rebalance Expert, acquired by Morningstar in 2015
- Deborah Fox (@DeborahSFox), founder, AdvisorTouch (formerly Fox Financial Planning Network)
- Sarah Stanley Fallaw, Ph.D. (@sarahfallaw), founder, Data Points
- Cheryl Nash (@cherylnash2), President, Investment Services at Fiserv
- Samantha Russell (@samanthaTwenty), Chief Marketing and Business Development Officer at Twenty Over Ten
- Sarah Newcomb (@finance_therapy), senior behavioral scientist at Morningstar
- Carolyn McClanahan (@CarolynMcC), co-founder of Whealthcare Planning LLC
- Dani Fava (@ENVDani), Head of Strategic Development for Envestnet
- Jessica Liberi (@emoney_jliberi), Head of Product at eMoney
- Michelle Feinstein (@michellekfeins1), Director for Technology Client Engagement, BNY Mellon Pershing
- Neesha Hathi (@neeshahathi), Chief Digital Officer, Charles Schwab
- Estee Jimerson, CEO, PFS Investments
- Angela Pecoraro (@AngPecoraro), CEO of Advicent
Technology and Operations Consultants
- Jen Goldman (@JenGoldmanJGC), founder, Jennifer Goldman Consulting
- Sue Glover (@SGAConsult), president of Susan Glover & Associates
- Kristen Luke (@KristenLuke) founder, Kaleido Creative Studio
- Kristen Schmidt (@RIAOasis), founder, RIA Oasis
- Michelle Wong, founder, Nifty Advisor Support
- Charesse Spiller, founder, Level Best
- Teresa Riccobuono, Owner, Simply Organized
- Angie Herbers (@AngieHerbers), Management Consultant at Angie Herbers & Company
Financial Advisers with Technology Expertise
- Heather Fortner (@HeatherRFortner), Partner, CCO and COO, SignatureFD
- Shannon Spotswood (@sspotswoodrfg), President, RFG Advisory
- Meg Bartelt (@MegBartelt), founder, Flow Financial Planning
- Rianka Dorsainvil (@Rianka_D), founder, YGC Planning
- Kim Gaxiola, CFP® (@KimGaxiola), founder, TechGirl Financial
Most Requested Speaking Topics
My most requested presentations are listed below. Click or tap the title to read the session description.
If you don’t see the topic you want, contact me about a custom presentation.
Do nothing, and the sophisticated algorithms will slowly erode your relevance as an advisor. But algorithms can’t comprehend the intricacies of your clients’ lives like you do. The future of your business depends on your ability implement solutions that build successful, long-term relationships in this new era of financial advice.Algorithms Don't Care: Why Relationships Will Win in the Age of Digital Advice
Historically, advisors primarily built trust with a firm handshake and a face-to-face meeting. But today, technology is altering the way advisors earn the trust of others. Clients and prospects are now turning to online resources to find advisors with whom they can relate, that effectively communicate empathy, and can help address their unique needs, all before picking up the phone. It is more important than ever before that advisors adapt to the new opportunities in marketing, service, client retention, and more, all introduced by technology, in an effort to successfully build trust online. Learn more by visiting buildingtrustonline.com.Building Trust Online
Defend Your Business Against Hacking, Phishing, and Spoofing Attacks
Because they manage personal and financial details for on behalf of clients, financial advisors must take the necessary steps to decrease their vulnerability to external threats. This session identifies tools and techniques everyone can follow to minimize the chances of becoming a victim of a well-engineered attack.
Effective Ways to Communicate Through Technology
As a trusted adviser, you want to continue to engage and serve clients to the best of your ability with the aid of technology. In this session, you will learn about current and leading-edge technology to help you do just that.
Cost
$2,000 for virtual events. Contact me to ask about rates for qualified non-profit organizations.
Previous Speaking Engagements Include …
Last updated: December 13, 2023