Allyson Lee
Keynote Speaker | Waterloo, Ontario.
Mindset & Business Coach
Allyson Lee's Expertise: The Powerful Exit, The Psychology of Success, Strategic Thinking, Emotional Intelligence, Self-Leadership, Intentional Leadership, Growth Mindset, Building Advisor Confidence, High-Performance Habits, Confidence Through Change, Preventing Burnout, Resilience, Creating Meaningful Momentum
Trusted by Leading Organizations
About Allyson Lee
For nearly two decades, Allyson Lee has helped financial advisors, business leaders, and entrepreneurs unlock greater performance by changing the way they think. As an executive coach and keynote speaker, she challenges audiences to recognize the mindset patterns that influence their decisions, relationships, leadership, and long-term success.
Working with top-performing financial advisors across Canada, the United States, Europe, Australia, and New Zealand, Allyson has coached many professionals recognized on the Barron's Top 100 and Forbes Top Financial Advisors lists. Her practical, engaging approach helps advisors move beyond limiting beliefs, gain clarity, and build businesses and lives with greater purpose and intention.
Known for her signature philosophy of "Choose Above," Allyson inspires audiences to shift from reactive thinking to intentional action. Rather than focusing on motivation alone, she equips attendees with practical strategies they can apply immediately to improve confidence, resilience, decision-making, and personal effectiveness.
A lifelong student of human behaviour and performance, Allyson is a Certified Neuro Transformational Coach (CNTC) and is certified in Emotional Intelligence and DiSC Personality Profiling. Her presentations blend neuroscience, coaching experience, and real-world stories to create meaningful conversations that continue long after the event ends.
​Whether speaking to emerging advisors, experienced practice owners, or leadership teams, Allyson's sessions leave audiences with a renewed perspective, practical tools, and the confidence to create meaningful momentum in both their professional and personal lives.
Latest from Allyson
Allyson's Signature Topics
Master the Mindset of Top Financial Advisors
How to harness true positivity to create your ideal business and life
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 Neuro Transformational 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.
*BONUS Break Out Session
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 straightforward 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.