Keynoting for THE Orlando Magic!!
The NBA is so much more than exciting basketball. It is truly a platform for bringing people together in person and digitally.
What would you say if you were asked to speak to top-performing financial advisors who help multiple generations of families, entrepreneurs, and leaders?
This was the question on my mind as I prepared to keynote Advisors Excel’s national meeting—and in person! These top-performing financial advisors are committed to constantly learning, innovating, and adapting. I was on a mission to help them help every generation of clients. I was also fired up because we had multiple generations of advisors in the audience!
As many of you know, I am passionate about the intersection of financial services, fintech, banking, and generational trends. This is the industry I speak in the most and includes all types of insurance, investments, retail and online brokers, wholesale, venture capital, private equity, wealth management, institutional investors, banking, and much more.
But what you may not know is that my first “office job” was at a financial services firm! The internship I had at age 18—which I got by cold calling the firm—had a significant impact on my life, including showing me the immense impact a great financial advisor can have on an individual, their family, and generations to come.
Here are a few of the areas where I focused my keynote program to these top-performing advisors from across the US:
I love speaking to financial services leaders, and I want to give a big thanks to Advisors Excel for hosting a fantastic in-person event and fun book signing for Zconomy. I was excited to share that what we are uncovering works best now to connect with each generation of clients and unlock the tremendous potential of each one.
For more information about emerging trends that will affect financial services, check out our latest State of Gen Z study, available for download at no cost here.
The NBA is so much more than exciting basketball. It is truly a platform for bringing people together in person and digitally.
For the past two years, I’ve been researching, testing, and integrating different elements and pillars of this new keynote into my speeches. But I’ve never given the full keynote presentation—until this past week in Miami.