Speaking
Keynotes and Presentations
As a speaker with Financial Behavior Keynote Group, I provide keynotes and presentations for:
Professional Conferences
Companies and Corporations
Professional Association Events
To inquire about having me speak at one of your upcoming events, click below to send Ashley a message.
Speaking Topics
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Effective Communication & Engagement Strategies
Building trust and rapport with clients
Motivating clients to take action through conversation
Communication RULES for engagement
Tools for improving empathy and active listening
Delivering difficult advice with compassion
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Advisor Wellbeing
Strategies for preventing advisor burnout
Investing in yourself: Self care for advisor
How advisor biases impact the client-advisor relationship
How increasing advisor awareness impacts client outcomes
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Working with Couples
How to engage the unengaged partner
Tools for navigating goal incongruence with couples
Addressing the saver/spender dynamic
Developing a framework for how to work with couples
Navigating financial infidelity and secrecy
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Financial Therapy & Psychology
Differentiating your firm through Financial Psychology
Using assessments to uncover client’s money mindset
Understanding money beliefs and the role in planning
When mental health issues show up in planning