Keynotes

We speak on a variety of topics. If you don't see what you are looking for, CONTACT US.

  • Courageous Money (NEW!)

  • Beloved Prenup

  • Coaching for Commitment Basics

  • Coaching for Commitment – Your Key to Leadership Success

  • Demystifying Mentoring with Coaching for Commitment

  • Courageous Conversations

  • Difficult Conversations – Having THE Talk

  • Family Business Succession Overview

  • Family Communication Resources

  • Family Education Journey (Overview of Family Education)

  • Gamification

  • Genograms

  • Giving Path

  • Guilty Money

  • How to Be a Responsible Wealth OwnerImpact and Sustainability of

  • Incorporating Values into your work, life & family

  • Family Wealth

  • Lead, follow or get out of your way

  • Linking L&D to ROI and Business Results

  • Listen up – Psychological Safety in Communication

  • Meaning of Life

  • Motivation and Values

  • My Financial IQ

  • Navigating the Rapids of Wealth

  • Nuts and Bolts of Governance

  • One Shot Wonder – How HR can really make a difference\

  • Putting the Fun back in DysFUNctional

  • Risk and Resilience: Discovering Blind Spots from a Generational Perspective

  • Sure You Can Blog, but Can You Speak?

  • The Generation Equation, Great Family Leaders, Real Colors for Beneficiaries and Trustees

  • Trust and Communication

  • Values-Based Parenting

  • What is a Wealth Psychologist?

  • Why Bias is a Bitch

  • Why EQ is more important than IQ and ROI combined

  • Why Give - Lessons in Philanthropy

  • X+Y/Boomer = Balancing the Generation Equation

Need Expertise or Coaching but don't want a contract or full engagement? We can do that!

We offer virtual consulting in areas of expertise starting at $250 per hour/per consultant. Just need a quick hit, one-off coaching session? We offer coaching sessions with no contracts or engagements necessary.

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