Our speaking topics are continually updated to reflect changes in the industry and market.

2019 Past Speaking Engagements

Building Relationships through Technology
Building Relationships through Technology



Wealth Management Speeches

What is your Unique Value Proposition?

Competition in today’s business world is fierce. The onset of new technologies like artificial intelligence, services and fee compression, and new entrants seemingly daily will only increase your competition. This keynote introduces participants to the process of defining your UVP.

$68 trillion dollars will change hands in the US over the next 25 years. Learn the steps that you can take today to make sure that you are on the winning side of the Great Wealth Transfer.

Are you ready for the Great Wealth Transfer?

Leveraging Technology to Build Relationships

Today’s world is driven by relationships. In a market that started with a focus on the product, today, it takes more than just a solid product and good customer service to win business. As industries continue to transform to digital, it is more important than ever that companies focus on the relationship with their clients.



Technology Speeches

Reducing Customer Churn

Customer churn is an issue that all SaaS firms encounter as they grow. This talk covers the steps that you can take to identify churn early and proactively address customer concerns to reduce your churn.