Inspire your audience to do more than just be entertained

Presentations Available for Delivery

Content is designed for a 60-minute time slot, but can increase in one-hour increments up to a 4-hour session.  Bios and photos available upon confirmation of participation.


GROWTH redefined


Challenge your definition of “growth” to reveal key principles for wealth management success.  You’ll learn  simple, yet effective strategies to enhance your greatest competitive advantage while leveraging creativity as a tool to inspire action.   




SEA the Future of Wealth Management

Seattle is home to some of the world’s most innovative organizations.   A playbook for wealth management success exists through the lens of the Emerald City case study.  Turn “Seattle” into a verb and learn how to survive and thrive amidst the changing landscape of financial services. 


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