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Keynote Speakers for Financial Advisor Conferences & Events.

Bring practical insight, industry experience, and meaningful audience engagement to your next event.

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The Personal Coach offers experienced keynote speakers, facilitators, and financial services coaches for:

  • Conferences

  • Association events

  • Institutional meetings

  • Internal team functions

  • Webinars

  • Workshops

  • Professional development programs.

 

Our speakers support financial advisors, advisory teams, institutions, and industry organizations with timely topics that help audiences grow stronger practices, lead with confidence, and adapt to the changing demands of the profession.

Speaking That Connects With Financial Advisors and Industry Professionals

Planning an event for financial advisors requires more than a strong speaker. It requires someone who understands the realities of the advisory business, the pressures advisors face, and the opportunities that exist when teams have the right mindset, systems, leadership, and support.

Our speakers bring real experience from inside the financial services industry. Through keynote presentations, breakout sessions, panel discussions, webinars, workshops, and custom training sessions, we help audiences explore the topics that matter most to advisory practices today, including business growth, practice management, mindset, succession planning, client engagement, leadership, hiring, team excellence, branding, and long-term professional development.

Whether you are planning a national conference, association event, advisor education day, leadership retreat, internal training session, or virtual learning experience, our team can help you deliver a session that feels relevant, practical, and valuable.

Topics We Speak On

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Business Growth

Strategies for building stronger, more sustainable advisory practices.

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Mindset & Resilience

Developing the confidence and clarity to navigate change.

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Practice Management

Systems, processes, and habits that support long-term success.

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Succession & Exit Planning

Supporting advisors through the personal and professional side of transition.

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Leadership & Team Excellence

Helping teams communicate, perform, and grow together.

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Branding & Client Engagement

Helping advisors communicate their value more clearly.

Meet Our Speakers

Our speakers are available for in-person events across North America and virtual presentations for audiences worldwide.

Speaking formats may include:

Each engagement can be tailored to your event goals, audience, format, and desired outcomes.

  • Keynote presentations

  • Conference breakout sessions

  • Webinars

  • Workshops

  • Internal team training

  • Leadership meetings

  • Leadership meetings

  • Panel discussions

  • Custom presentations

  • Professional development sessions

  • Advisor education events

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April-Lynn Levitt

Business Coach | B.Comm CFP

Signature Topics:

High Performing Teams

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Afsar Shah

Business & Succession Coach | B.A., LLB

Signature Topics:

The #1 Misconception around Succession Planning

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Lisa Mohammed

Business Coach | FCPA, FCA, TEP

Signature Topics:

High Performing Teams

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Charlene Wolthuizen

Business Coach | CFP, CPCC, DiSC

Signature Topics:

High Performing Teams

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Sabrina Castellano

Business Coach | CFP, CIM, FCSI, ACC

Signature Topics:

High Performing Teams

Contact a Speaker

Book A Complimentary Call With a Coach

This is a simple discovery call to understand your goals, challenges, and whether our coaching or programs are a good fit.

Thanks for submitting! We will be connecting with your very soon.

LET'S CREATE BUSINESS MOMENTUM TOGETHER.

Mailing Address:

55 Northfield Drive East, Suite #312
Waterloo, ON N2K 3T6, Canada​

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