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Financial Services and AdvisorTech Companies 

Collaborating to help you stand out, future-proof and build a thriving business.

Speaking

Kate is an energetic, passionate speaker focused on providing actionable takeaways. She is experienced speaking to audiences around the world both virtually and in person, through keynote and breakout sessions, moderating and participating on panels, hosting and speaking to executive teams and Board of Directors.  

Workshops

One of the best ways to learn is by doing.

Through facilitated workshops on topics like virtual financial planning, reimagining your work and your life, rethinking the client journey, and helping clients discover their happiest life, your team or colleagues will gain first-hand experience and leave energized with a clear action plan. 

Inquire about availability below or

schedule a call to discuss your project here

Evaluation & Recommendations

As a business savvy, objective third-party, Kate can evaluate your current systems and processes, both internally and externally, talking with your team and, where appropriate, clients, and provide detailed recommendations and timeline to reach your desired objectives (which may or may not include Kate for implementation). Applicable for financial services and AdvisorTech companies. 

Inquire about availability below or

schedule a call to discuss your project here

Ongoing Consulting

Kate takes on a limited number of ongoing engagements each year. She only works with teams and organizations that align with her philosophy and that strive to innovate for the benefit of their clients and employees. 

Inquire about availability below or

schedule a call to discuss your project here

Collaboration Inquiry 

Propelling the global financial planning profession forward for the benefit of all people. 

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