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MONEY AND HAPPINESS: FIVE WAYS TO REALIZE MORE OF BOTH!
Live Your Best Life!
  

Format: ​45-60 minute keynote or 1-2 hour breakout. This program is perfect for: ​People who want to increase their happiness and their bottom line. Corporate events Parent Education Series The audience will leave with: ​Actionable steps to live the life of your dreams. The courage to claim your own happiness. Information on prudent investing If the organizer would like, we can ...

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Travels From: San Francisco, CA
Fee Range: $2,500 - $5,000

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Fine-Tuning Your Financial Literacy
Simple Steps to Creating Financial Abundance
  

Fine-Tuning Your Financial Literacy will help your audience discover the power of taking charge of their finances, cashflow, and destiny. In this program, you will discover: - How discipline creates freedom in your financial world - Fighting off the monster of immediate gratification - How to find the right kind of expert at the right time Madeline's extensive experience in running a mult...

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Travels From: Newport News, VA
Fee Range: Open

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Blockchain Technology and Cryptocurrency for Newbies
A step by step approach to buying cryptocurrencies
  

Format: 45-60 minute keynote This program is perfect for: • Anyone interested in blockchain technology and cryptocurrencies The audience will leave with: • Clarity on blockchain technology vs. cryptocurrency • A clear understanding of what is involved in investing • A step by step guide to investing in cryptocurrencies • Investing strategies for ...

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Travels From: Los Angeles, CA
Fee Range: Available Upon Request

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When getting a "NO" is the right way to go...
P2P SALES - Success = How Can You Turn a No Into Yes!
  

So, you're a salesman? Not something you dreamed about growing up or even aspired to in college. Probably not even on your list of most respected professions? More often, than not, sales is something you fell into, not necessarily by design but by default. It seemed like nothing was going right for you and you needed a something in your life ... like a paycheck. And, along came a sales job. But w...

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Travels From: Dallas, TX
Fee Range: Available Upon Request

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FAMILY WEALTH: A HARD LOOK AT THE SOFT ISSUES
A motivational discussion of the soft issues of wealth, for families of wealth and the professionals who serve them -- or want to!
  

A motivational discussion of the so-called soft issues of the High-Net-Worth community and the concerns that keep them up at night, for families of wealth and the professionals who serve them -- or want to! Perfect for: -Families and Family Offices -Wealth managers and advisors -Insurance professionals -Financial planners -Estate planners -Other Trusted Advisors The audience will...

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Travels From: New York City, NY
Fee Range: $2,500 - $5,000

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CFO ON CALL
BUSINESS COACH & ADVISER
  

FORMER CFO AVAILABLE ON CALL FOR BUSINESS COACHING & SPECIFIC PROJECTS TO HELP YOU SUCCEED, IMPROVE PROFITS & PRODUCTIVITY AREAS OF EXPERTISE: FINANCE & ACCOUNTING SYSTEMS, POLICIES & PROCEDURES FINANCE ORGANIZATION & MANAGEMENT COMPANY SPECIFIED TRAINING. REASONABLE NEGOTIATED RATE

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Travels From: Atlanta, GA
Fee Range: Open

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A new understanding of the financial crisis and your investment portfolio
New evidence about the causes of the housing bubble and the financial crisis will revolutionize the way you manage your portfolio.
  

This program will undoubtedly present your audience new information they have not seen, and a completely new conceptual framework about the housing bubble and the financial crisis that will change the way they think about all of their financial decisions. The housing bubble was caused by a severe shortage of housing, but it was blamed on excessive lending and speculation. This led to a disastr...

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Travels From: Phoenix, AZ
Fee Range: $5,000 - $7,500

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Finding Your Happiness - Overcoming adversity
The Personal Happiness Graph
  

Finding Your Happiness helps people look at life from a new perspective. We will utilize The Personal Happiness Graph to look at life from a new perspective. In this program you will discover what is truly important to you, areas of life that you find discontent, and how to make connections between different areas of concern in your life. We will examine the 5 categories that we all have ex...

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Travels From: Las Vegas, NV
Fee Range: Available Upon Request

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How to Avoid Financial Stress
What Career Readiness Should Include
  

According to several surveys including a Forbes article outlining a 2017 survey by PricewaterhouseCoopers, PwC, 65% of millennials said they are stressed about their finances while on the job. This stress has been proven to affect one’s health, and the health of the company by causing absenteeism and loss of productivity. Colleges and universities due and excellent job in preparing their stu...

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Travels From: Los Angeles, CA
Fee Range: $2,500 - $5,000

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Be the Red Ball
How to Get Your Leaders to Step Up and Lead
  

Are your people stuck? From CEOs to middle managers to line forepersons, organizations need people who get the ball rolling. Joel calls those leaders “Red Balls” because they propel everyone else into motion. Joel reveals actionable tactics for energizing the leaders in your organization so your business rolls in the right direction. Every organization needs these Red Balls to inspire others i...

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Travels From: Los Angeles, CA
Fee Range: Over $10,000

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