Keynote Speaker & Consultant for Financial Advisors and Planning Firms on Client Behavior, Psychology, and Communication
A sought-after speaker and trainer, Ashley presents on topics including:
Integrating financial psychology into advisory practices
Effective client communication strategies
Navigating couple dynamics in financial planning
Advisor wellbeing and its impact on client success
Her presentations, available as keynotes, workshops, and webinars, are often eligible for CFP® continuing education credits.
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
Trusted by Leading Organizations in Financial Planning and Advisor Development
Ashley has delivered keynote sessions, workshops, and training for top industry organizations, conferences, and firms across North America. From national conferences to in-house firm development events, she’s known for translating complex behavioral concepts into real, practical strategies that enhance advisor confidence, client trust, and firm-wide impact.
