Allyson Lee is an accomplished keynote speaker and certified Neuro-Transformational Coach who helps professionals harness the power of mindset and neuroscience to reach their full potential and achieve unparalleled success.
She has coached hundreds of financial advisors worldwide for almost 20 years first through CEG Worldwide, and now as a Keynote Speaker and Business Coach with The Personal Coach. She helps Financial Advisors and their teams overcome mindset barriers and limitations in their businesses. Her clients have included many top-tier financial advisors recognized on Barron’s Top 100 and Forbes lists, whom she has guided to elevate their performance, reduce stress, and achieve both personal and professional fulfillment.
Additional certifications include, DISC Personality Profiling, Emotional Intelligence and The Five Behaviours. Her science-backed insights make her a leading voice on mindset, motivation, and peak performance. Whether speaking to sold-out stages or intimate leadership retreats, Allyson’s presentations combine energy, humor, and actionable strategies that leave audiences motivated to implement real change.
For more information: Allyson’s Speaker Website
Although Allyson's message is important in every walk of life, we find it most resonates with self-directed professionals and entrepreneurs – those whose success is directly related to their actions and perspectives. Suggested audiences include, but are not limited to, financial advisors, insurance brokers, banking professionals, credit unions, mortgage brokers and accounting firms.
Signature topics
Unlock the mindset shifts that drive real change. Allyson Lee brings science-backed insights, powerful storytelling, and decades of advisor coaching experience to every
stage. Whether your audience is seeking peak performance, emotional clarity around succession, or renewed purpose in their business, Allyson delivers transformational
content that resonates long after the applause.
The Power of Positive:
Harness the Power of Your Brain for Resiliency, Growth and Results
You’ve worked hard to achieve your level of success, but you might still find yourself longing for more. Many successful Financial Advisors are done chasing assets and revenue. What they really crave is more fulfillment and freedom in their business, the feeling that they have achieved their full potential and are having an inspiring impact on their clients, team and the people they love. Your brain and your overarching mindset are your biggest assets to your peak performance, happiness and results. Unlock their enormous power to amplify your motivation, creativity and momentum to take positively charged actions to create the business and life you want. Explore a straight forward 4 step process to help you get unstuck from limiting beliefs and boring routines to embrace an empowering perspective for growth and resiliency. Hear about how one financial advisor cut her client book in half, quadrupled her assets, and tripled her time off, all stemming from a deep mindset shift about her business. Session takeaways: Understanding how your mindset impacts your motivation, your impact and the results you get in your professional and personal life. Exploring the impact of the negativity bias of the brain and how to shift from a negative mindset to true positivity for increased productivity and resiliency. Learning how to harness the power of the brain to create habits, improve decision making and increase motivation and performance.
The Powerful Exit
Mastering the Emotional Mindset of Succession
In this compelling and transformative keynote, we explore the deeply personal, and often overlooked, emotional journey financial planners face when approaching exit planning. Behind the spreadsheets, valuations, and transition strategies lies a more profound reality: for many advisors, their practice isn’t just a business—it’s a reflection of their identity, purpose, and legacy. Stepping away is not merely a financial decision, but a highly emotional one that can stir up a complex mix of excitement, relief, fear, resistance, and uncertainty. Adding to this emotional weight is the increasing complexity of the exit landscape. More options, rising client expectations, industry pressures, and personal aging all converge to create a high-stakes environment where delaying or avoiding exit planning can have serious consequences, for clients, families, and the planners themselves. As a Neuro-Transformational Coach, Allyson brings a unique lens to this journey. Through her original research, including surveys and one-on-one interviews with advisors, she uncovered three core limiting mindsets that often sabotage the exit process. These mindsets can quietly erode years of hard work and prevent planners from realizing the ideal transition they deserve. This keynote invites you to rethink everything you know about succession. It emphasizes that the exit journey doesn’t begin at retirement, it begins today, as you build the business that will one day shape your legacy. You'll hear powerful, real-life insights from advisors who have already navigated the process, and discover the mindset shifts that empowered them to craft both their ideal business and their ideal exit. Prepare to change the way you think about succession, and unlock the emotional clarity that leads to a more successful, satisfying, and meaningful exit.
About Allyson Lee
As an Executive Coach, I have worked with leaders and entrepreneurs for almost 20 years with a specialty in coaching top financial advisors from around the globe including the U.S., Canada, Europe, Australia and New Zealand. Many have been recognized on the Barron’s Top 100 lists or the Forbes list of top financial advisors in various states.
Together, we create a clear path and simple steps to follow to help them reach their potential, achieve their goals and experience more joy in their businesses and lives. I have refined and simplified strategies for getting results. Ongoing certifications such as CNTC – Certified Neuro Transformational Coach and assessments such as Emotional Intelligence and DiSC Personality Profiling, I have long been a seeker of how the brain works in relation to our states of mind, emotional aptitude and indicators of success.
Speak with Allyson
Start the conversation that transforms your next event.
905-510-6675
