Financial advisors, do you have a steady flow of clients?

Speak and attract more clients

  • Are you tired of chasing clients?
  • Do you wonder where your next client is coming from?
  • Do you fear you just won’t have enough clients?
  • Do you have trouble differentiating yourself from other financial advisors?
  • Would you like to change higher fees?
  • Are you tired of dealing with uncertainty?

You became a financial advisor with the noble intention of positively impacting lives — an admirable endeavor indeed. Yet, like many in your field, attracting high-caliber, lucrative clients may pose a persistent challenge.


This predicament is familiar to countless wealth advisor, often resulting in ongoing frustrations, financial worries, and, in some cases, the closure of their practices. However, you need not resign yourself to this fate!

You can stop worrying about where your next client is coming from


Adopting a one-to-many approach, especially through speaking engagements tailored to your ideal audience, emerges as one of the most potent — perhaps the most potent — methods for fostering a steady influx of clients. Through this method, specific individuals naturally identify you as the ideal solution for their needs. It’s as simple as that!


But …


Although many financial advisors recognize the opportunities gained by reaching a larger audience through presentations, addressing dozens or even hundreds of prospects proves futile when you do not have the skill to craft a compelling message and deliver it in an engaging manner.

financial advisors speak and fill your pipeline


Master all three elements of an engaging talk — message, voice, and body language


How you deliver your presentation is essential. What you deliver is crucial. With my Speak and Attract More Clients Program, you master all three components of an engaging talk — message, voice, body language. Not only do you understand how to deliver your messages with confidence, but you also learn the art of developing presentations that positively resonate with your audience.


When you select the Speak and Attract More Clients Program, you


Craft captivating messages that resonate with your audiences

  • Develop your point and stick to it
  • Begin with attention-grabbing openings
  • Use a benefit statement to
  • Employ the art of storytelling
  • Use simple, yet powerful techniques to keep people engaged
  • Utilize easy-to-follow transitions that lead your audience through your presentation
  • Know when and how to have Q & A sessions
  • End with compelling conclusions


Use your voice to create a more powerful impact

  • Use inflection to illustrate your points
  • Discover the importance varying pace
  • Speak larger instead of louder
  • Implement the secret to powerful presentations
  • Speak with a richer tone

Use body language for greater engagement

  • Engage your listeners
  • Move with meaning and purpose
  • Work the room
  • Employ non-verbal cues that complements your presentations
  • Use your hands to support your message
  • Eliminate distractions


Consistently delivery compelling presentations with confidence

  • Calm your nerves
  • Communicate clearly and powerfully
  • Have your audience eager to listen to you
  • Deliver greater impact and influence
  • Implement effective rehearsal techniques that bring everything together
  • Use slide decks to enrich and support your message
  • Have your audiences take action

How the program works


1. We set up a series of 8 90-minute weekly sessions. These sessions are arranged to fit your schedule.

2. In these sessions, you develop the three elements of a presentation that engage your audiences — message, voice, and body language.

3. When our sessions are completed, we continue our relationships. When you need ongoing support, I’m there for you.

The bottom line

  • Differentiate yourself from your competitors
  • Demonstrate your expertise and professionalism
  • Consistently attract more lucrative clients
  • Clients self-select you as their provider
  • Fosters better collaboration with clients
  • Make more money
  • Help more people
  • Enhance the overall client experience
  • Establish greater credibility
  • Be seen as an authority in your field
  • Open up more opportunities for career advancement
  • Live the life you’ve envisioned

Don’t go it alone


You aspire to achieve success, but to attain it, you must effectively convey your knowledge, concepts, and objectives with confidence. However, lacking the necessary public speaking skills leaves you feeling frustrated and challenged. I understand your plight; I’ve experienced it firsthand.


I firmly believe that you deserve to experience the success you deserve, and I can help you quickly and systematically develop powerful public speaking skills.


  • Receive personalized training tailored to your specific requirements; no generic approaches here.
  • Acquire knowledge efficiently, saving you from hours of scouring the internet, reading endless books, and watching numerous videos.
  • Gain confidence in your progress; no need to second-guess yourself or harbor doubts.


You can stop struggling, consistently attract more clients, and build the business you’ve been striving for!

Let’s get started

be a better public speaker

Step 2

Successfully speak in front of your target audiences

realize your full potential

Step 3

Consistently attract more clients and enjoy the business you’ve envisioned!