Speaking

Accomplished speakers, Judy and Paulette draw their audience in with stories and humor. From their considerable knowledge base they share practical actions that advisors can easily implement. Frequently voted the best speakers at events – advisors say they walked away with a valuable new perspective on how women relate to money.

Topics include:

  • What you don’t know about women can hurt you
  • How financial advisors are failing women and what to do about it
  • What women really want from their financial advisors

Comments from advisors who've attended speaking engagements:

  • Awesome!
  • Valuable insights into an underserved segment
  • Great speakers
  • Interested in exploring this
    in my practice
  • The presenters definitely knew
    their stuff
  • Inspirational
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