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Business Meeting

Speaking and Workshops

Speaker Overview

Is your team navigating uncertainty? Are you afraid of losing momentum? 

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Empower them to thrive in the chaos, make better decisions, and be more successful.

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I've spoken on television, in front of senior executives and sales professionals to help them cut through the noise and navigate uncertain waters to drive success.

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I write The Goals-Based Advisor newsletter and host The Future-Ready Advisor podcast — trusted resources for advisors and executives eager to seamlessly integrate behavioral coaching and cutting-edge tools to build future-proof businesses. My insights are also featured in respected publications like the Globe & Mail and Advisor.ca.

Let's bring clarity to your team amid the chaos, accelerate their decision-making, and keep them nimble in a shifting landscape. Together, we'll turn obstacles into opportunities and setbacks into triumphant success.

Speaking Topics Include:

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From Kilimanjaro to the Boardroom: Winning in Uncertain Times with the 3D Framework

  • Sustain your momentum, achieve your goals without burnout or indecision

  • 3D change framework with engaging real-life examples and insights

  • Key results: empower your team to sustain momentum, deliver results in any environment

  • Key message: “just like climbing Kilimanjaro, success in business and life requires the right pace and the right path”.

Paving the Path: Winning and Keeping Clients in A Noisy World

  • Beat AI with better client connections through behavioral coaching

  • DCC Framework - discovery, co-creation, consistency

  • Key results: stand out in a crowded marketplace, win and keep new clients, grow market share

  • Key message: “it’s not about prices, portfolios, or policies; it’s about people”.

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