DAY 1 - JANUARY 28TH
9:00 AM - 4:00 PM

DISTINGUISH

Set the foundation for establishing unique and impactful financial presentations.

Day 1 focuses on identifying and amplifying your unique strengths as a financial speaker by establishing your Financial Presentation Personality Type. Discover the traits and strategies behind the Financial Guru, Financial Evangelist, Financial Energizer, and Financial Motivator—and uncover how your natural style can connect, engage, and inspire your audience.

What You’ll Achieve:

• Establish Your Financial Presentation Personality Type: Gain insight into your strengths and learn to leverage them effectively.
• Develop Magnetic Soundbites: Craft compelling, memorable phrases that capture attention and leave a lasting impression.
• Craft Your Million Dollar Message: Build a powerful, emotionally resonant core message that delivers value and inspires action.

By the end of this session, you’ll have absolute clarity on how to show up with full confidence in your unique role as the speaker, trainer, or educator for your audience. 

DAY 2 - JANUARY 29TH
9:00 AM - 4:00 PM

DESIGN

In this session, we will bring together all the essential elements of your presentation and delivery strategy, tailored to your Financial Presentation Personality Type.

Learn how to seamlessly integrate financial coaching approaches into your presentations, making them not only educational but also transformative for your audience. 

What You’ll Work On:

• Choosing Compelling, Relevant Financial Content
  Craft content that resonates deeply with your audience and addresses their real-world challenges.
• Modeling Financial Coaching While You Train
  Incorporate dynamic coaching techniques into your presentations to engage and empower participants.
• Keeping the Audience Highly Engaged
  Master strategies to sustain attention and foster interaction throughout your sessions.

By the end of this session, you’ll have a comprehensive framework to design captivating, actionable financial presentations for any class, training, or group coaching event, ensuring you leave a lasting impact on your audience.

DAY 3 - JANUARY 30TH
9:00 AM - 4:00 PM

DELIVER

This is the session where everything clicks, helping you hone your unique delivery style to captivate your audience’s heart, mind, and attention.

You'll explore how to select the right co-presenters that align with your presentation theme, message, and objectives. 

Finally, you’ll discover how to craft an unforgettable finish that ensures your message resonates long after the presentation ends—compelling your audience to take actionable steps toward their financial success.

What You’ll Master:

• Bring Your Brilliance and Zone of Genius into Every Presentation
  Harness your strengths and deliver your topics with confidence and authority.
• Tell Sensational Stories That Inspire Action
  Use storytelling to create an emotional connection and inspire transformative change.
• Deliver a Powerful, Unforgettable Finish
  End your presentations with clarity, purpose, and a call to action that drives results.

By the end of this session, you’ll be fully equipped to transform into an engaging and inspiring financial speaker, armed with the tools and skills to make a meaningful impact on your audiences.