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Allyson LEE

Master Your Mindset

Learn to live, work and run your business

from a truly positive perspective.

Allyson is well-equipped to assist others in building a better business and life as she has been coaching Financial Advisors one-on-one around the world for almost 20 years. She has coached numerous top advisors from Morgan Stanley, UBS Financial Services, Edward Jones, Raymond James, and CI Assante Wealth Management.

Her passion is to inspire people to live and act from above the line – to choose to live, work, and run their businesses from a truly positive perspective. When you choose above the line, you are choosing not to be blocked or stuck in negative patterns, beliefs, and actions that will never get you the results you crave – such as increased performance, financial abundance, and meaningful relationships.

Her message is simple – people have more joy and success in their careers and their personal lives if they become aware of how their mindset is holding them back and choose a new, truly positive approach. No one can truly lead an abundant and fulfilling life if they live and act primarily from a below the line perspective - and yet this is a common struggle for many.


Although my message is important in every walk of life, I 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

Recent Speaking

Master the Mindsets of Top Financial Advisors

Unlock the key to unparalleled success with Allyson's exclusive keynote speech on harnessing a truly positive mindset to achieve confidence, focus, and freedom in your financial advisory business. Explore the transformative power of cultivating a positive outlook, led by a Certified NeuroTransformational Coach with a proven track record in coaching financial advisors to reach new heights.


Discover how adopting a positive mindset can be a game-changer, not only for personal well-being but also for mastering your momentum, elevating performance, and driving unprecedented business growth. A positive mindset can boost your confidence, resilience and the ability to turn setbacks into stepping stones. Using simple neuroscience and a practical four-step process, audience members will learn how to shift from negativity to a truly positive mindset in almost any situation. 


This keynote from Allyson promises to equip you with the mindset tools essential for achieving your business goals and establishing a competitive edge in the ever-evolving financial services landscape.

How to harness true positivity to create your IDEAL bUSINESS & LIFE

Transform Your Success with Brain-Friendly Goal Setting and Business Planning

Are you ready to supercharge your business goals and business development strategies?  Have you been struggling with motivation to take action on your goals? During this break out session, Allyson will unveil the secrets of aligning your goals with the inner workings of your brain. Learn how to set objectives that resonate with your mind’s natural wiring, ensuring higher motivation, focus and resilience in the pursuit of your business and career ambitions. Whether you are a seasoned financial advisor or in business building mode, this session will show you how to create an action plan that harnesses your brain’s full potential. 

About Allyson Lee

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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.


Allyson Lee is not only an engaging and insightful speaker but also possesses an unparalleled depth of knowledge regarding the unique stressors financial advisors encounter. Her expertise shines through as she eloquently presents thoughtful and innovative strategies to transform challenges into substantial opportunities. Her session was not just informative, but also exceptionally inspiring, leaving a lasting impression on all attendees. Her ability to connect with the audience and her articulate delivery truly set her apart. I found immense value in her perspectives and thoroughly enjoyed every moment of her enlightening session.

Kurtis Baker, CFP, AIF

Certified Wealth Management & Investment, LLC

Allyson was truly exceptional.  She captivated the audience with a blend of charisma and insightful storytelling to support her message.  Her presentation’s many a-ha moments positively influenced me in my personal and professional life and I’m sure had the same effect for most of the audience.

Mitchell Kraus, Capital Intelligence Associates

LPL Registered Principal

Allyson shared valuable insights on how our mindsets impact business growth, client interactions and our visions of what’s possible. Her connection with the audience was genuine and motivating. My take aways helped my practice and clients tremendously. 

Dave Malleck, CIMA ©

Investment Management Consultant | Registered Principal 

Raymond James Financial Services Inc.

Speak with Allyson

Find out the availability for your event date. 

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