I help financial leaders—RIA and broker dealer advisory firms—build their talent wealth. I share fresh and proven strategies and practical advice, delivered with smarts, warmth and more than a little insight.
My talks and workshops are based on the most frequent challenges financial leaders face with their people. How to continue to grow, prosper and—eventually—exit. Gracefully.
Crafting effective compensation plans in an advisory firm requires specialized industry knowledge. Kelli was our first thought to cover the topic at our conference, and the solid speaker evaluation results affirmed our decision!”
– Michael E. Kitces: Publisher, The Kitces Report and Partner & Director of Research, Pinnacle Advisory Group
Keynotes and Workshops
Here are my three most popular topics to spur your thinking—but let’s talk and develop EXACTLY the right message and content to engage, teach and inspire your audience.
Talent and The Client Experience
What does it take to consistently deliver a compelling client experience? This session focuses on the links between your firm’s talent—how they’re hired, nurtured and rewarded—and profitably delighting your clients.
You’ll discover new approaches to align your employees’ experiences with your business vision and an exceptional client experience. You’ll find out how to simplify the complexity of leading teams and make immediate improvements to your bottom line (and your happiness quotient).
Recruiting Right The First Time
Do you feel like you’re always recruiting, but those perfect-fit hires seem eternally elusive? This keynote walks you through how to not only avoid expensive hiring mistakes, but how to build a recruiting mindset into your daily life.
You’ll learn how to approach recruiting strategically and master simple—yet profoundly effective—techniques to speed up the recruiting cycle while ramping up your new hires’ prospects for success.
Your Compensation Roadmap
What can you do to stand out from the dozens of firms competing for the same highly talented people? In this session, we’ll debunk the myth that the winners are the ones who always pay most.
You’ll discover how to create pay and reward plans that match the motivations and talents of your people. You’ll expand your own thinking about how to align pay with your business vision and operations. Because when you capitalize on your strengths and flexibility, no one can beat you.
May 2, 2017: Webcast: M&A and Succession Strategies to Accelerate Growth (4:00 – 5:00pm ET)
May 18, 2017: NAPFA Spring Conference, Bellevue, WA – How to Recruit and Compensate Top Talent
June 12, 2017: AICPA ENGAGE, Las Vegas – Creating Effective Compensation Plans (Save $100 with code at checkout: ENG17PFP)