Kelley is an award-winning author of ten books, a personal finance educator, and the Consumer Advocate for FP Canada. She conducted thousands of interviews over the past decade.
Kelley delivers presentations on many topics including:
Kelley delivers presentations on many topics including:
Feeling Good About Money
Five Ways You (unknowingly) Sabotage Your Financial Well-being
Your relationship with money is as important as the one with your health. Yet, too often we’re left in the dark with little education or knowledge about our finances. And having more money doesn’t necessarily equal a better or happier life, but it does afford one. In this engaging talk, Kelley will walk you through the latest in behavioural economics revealing why we’re often irrational when it comes to our money. And, how our brain is constantly tripping us up, holding us back from true financial fulfillment.
You’ll learn:
· Why we all have faulty mental accounting
· How to avoid Financial Photoshop
· The power of 1%
· Self-worth vs. net-worth
· The importance of creating a money ecosystem in your life
Your relationship with money is as important as the one with your health. Yet, too often we’re left in the dark with little education or knowledge about our finances. And having more money doesn’t necessarily equal a better or happier life, but it does afford one. In this engaging talk, Kelley will walk you through the latest in behavioural economics revealing why we’re often irrational when it comes to our money. And, how our brain is constantly tripping us up, holding us back from true financial fulfillment.
You’ll learn:
· Why we all have faulty mental accounting
· How to avoid Financial Photoshop
· The power of 1%
· Self-worth vs. net-worth
· The importance of creating a money ecosystem in your life
The Prosperity Factors for Financial Advisors’
During this hour presentation, award-winning, best-selling author, and media personality, Kelley Keehn will take participants through a new mindset to money and a unique lens at looking at their clients and the younger generation. Kelley examine tenants of the psychology of money and what’s holding your clients back at a deeper level, the latest research in behavioral economics - why you and your clients aren’t as rational as you’d like to believe, and how marketing to women can increase your market share and help with retention of assets.
Participants will walk away with a basic understanding of:
- Why Canadians don’t feel good about money, are reluctant to talk about it and how tapping into the deep issues your client’s families have about money will open the door for more referrals, especially to younger generations
- How irrational financial behavior might be tripping up your clients daily financial decisions; from faulty mental accounting, to falling victim to the availability error (why your clients may buy lotto tickets and accidental death coverage when they should be buying critical illness and other insurance) and the willpower effect; educating your clients on these missteps with help them navigate their financial life with greater awareness and enjoyment
- Learn how 70% of women leave her primary financial advisor when her spouse dies (this increases to 75% for high net worth) and how you can hold on to more of these relationships and build stronger bonds with your female clients.
Participants will walk away with a basic understanding of:
- Why Canadians don’t feel good about money, are reluctant to talk about it and how tapping into the deep issues your client’s families have about money will open the door for more referrals, especially to younger generations
- How irrational financial behavior might be tripping up your clients daily financial decisions; from faulty mental accounting, to falling victim to the availability error (why your clients may buy lotto tickets and accidental death coverage when they should be buying critical illness and other insurance) and the willpower effect; educating your clients on these missteps with help them navigate their financial life with greater awareness and enjoyment
- Learn how 70% of women leave her primary financial advisor when her spouse dies (this increases to 75% for high net worth) and how you can hold on to more of these relationships and build stronger bonds with your female clients.
Creating a S.A.F.E. Financial Life - Learn how to protect your family from identity theft and investment fraud
Financial crime isn't a popular topic, but it is something that victimizes a growing number of Canadians each year, many of whom are too embarrassed or ashamed to report it. Even though it's estimated that fraud costs Canadians more than $10 billion each year, the RCMP reports that an overwhelming nine in 10 Canadians who are victimized don't speak to anyone about it.
Based on Kelley's research for the Chartered Professional Accountants of Canada's recent award-winning, financial literacy publication, Protecting You and Your Money; A Guide to Avoiding Identity Theft and Fraud, this presentation will help you to:
· Protect yourself by preventing cyber-crime, identity theft and 5 other types of fraud,
· Spot current investment scams so you and your family can avoid them,
· Tips to protect your identity against growing data breeches,
· Case studies and lessons from Bernie Madoff, Earl Jones and more!
Based on Kelley's research for the Chartered Professional Accountants of Canada's recent award-winning, financial literacy publication, Protecting You and Your Money; A Guide to Avoiding Identity Theft and Fraud, this presentation will help you to:
· Protect yourself by preventing cyber-crime, identity theft and 5 other types of fraud,
· Spot current investment scams so you and your family can avoid them,
· Tips to protect your identity against growing data breeches,
· Case studies and lessons from Bernie Madoff, Earl Jones and more!
Women & Wealth
Designed for the financial industry in Canada and the U.S., Kelley provides the Top 10 Practical Tips for Engaging & Attracting More Female Clients.
Women control almost 30% of global investible assets, yet research shows this segment remains under served. In this session, Kelley addresses the unique needs of women (based on her decade plus research and several cross Canada and U.S. tours), the critical elements in a trusted relationship with a financial advisor and the importance of adapting your advice to her evolving needs. You'll learn practical tips and strategies that you can take back to your office immediately on how to maintain and build trust with female clients along with an overview of business development approaches tailored to this segment.
Women control almost 30% of global investible assets, yet research shows this segment remains under served. In this session, Kelley addresses the unique needs of women (based on her decade plus research and several cross Canada and U.S. tours), the critical elements in a trusted relationship with a financial advisor and the importance of adapting your advice to her evolving needs. You'll learn practical tips and strategies that you can take back to your office immediately on how to maintain and build trust with female clients along with an overview of business development approaches tailored to this segment.
Money-Smart Living
Based on her best-selling, award-winning book, A Canadian's Guide to Money-Smart Living, Kelley outlines how to build a solid financial foundation with 3 key principles and 10 actionable wealth tips and one can put into practice and benefit from.
Discovering Your Prosperity Factor
Based on her books, The Woman's Guide to Money and The Prosperity Factor, Kelley delivers an empowering lecture based on a fun, practical journey into the psychology of money. This presentation will assist you in uncovering hidden beliefs and behaviours that have been holding you back and limiting your full potential for financial success and well-being. Learn to break these old conditioned thoughts and beliefs for greater financial prosperity now!
Embracing Risk (for women): Conversations with best-selling, award-winning author, Kelley Keehn
It's been said that everything you desire in life exists on the other side of fear. Getting there - where you want to be in life, your career, your family and more - takes risk. And that can open you up to failure. But without a leap of faith, you'll keep getting what you've always had.
Join Kelley for this honest journey to taking a deep breath and welcoming more strategic risk into your personal and professional life. Kelley will equip you with tangible tools and takeaways for managing the failures that come with stretching yourself. Get out of your comfort zone and discover who you can become if you face fear head-on and embrace your best self with courage and confidence.
Join Kelley for this honest journey to taking a deep breath and welcoming more strategic risk into your personal and professional life. Kelley will equip you with tangible tools and takeaways for managing the failures that come with stretching yourself. Get out of your comfort zone and discover who you can become if you face fear head-on and embrace your best self with courage and confidence.
You Inc. - Nurturing Your Million Dollar Investment
Whether you're an employee or self-employed, thinking of yourself as a corporation is essential. Large corporations spend years and thousands of dollars developing their corporate policies. What are yours? Learn why and how to structure your personal and corporate policies for maximum success and balance.
Learn how shifting your perception to being the President and CEO of your personal corporation will fast track your career and keep you on top!
Learn how shifting your perception to being the President and CEO of your personal corporation will fast track your career and keep you on top!
The Prosperity Factor for Financial Professionals
Learn what no financial planning course has ever taught you!
Kelley delivers an empowering lecture based on a fun, practical journey into the psychology of money. This lecture speaks directly to financial professionals by a former seasoned financial advisor and will assist your audience in uncovering hidden beliefs and behaviours that have been holding their clients back and limiting the full potential of their financial success and well-being.
Participants will learn how to teach their clients to break these old conditioned thoughts and beliefs for greater financial prosperity now!
Kelley delivers an empowering lecture based on a fun, practical journey into the psychology of money. This lecture speaks directly to financial professionals by a former seasoned financial advisor and will assist your audience in uncovering hidden beliefs and behaviours that have been holding their clients back and limiting the full potential of their financial success and well-being.
Participants will learn how to teach their clients to break these old conditioned thoughts and beliefs for greater financial prosperity now!
The Female Factor for Financial Professionals
Marketing and connecting at a deeper level with over 52% of the marketplace (women), takes a special touch, a keen awareness of how different the female buyer is from her male counterpart and more. Kelley reveals through case studies, a customized questionnaire and researched and tested material how to better serve a female clientele, garner new business through her vast network and how to receive referrals without ever asking for them. As an author, speaker and media personality, Kelley has tested her material with thousands of women all over North American the past few years. Discover what Kelley has learned that can give you the Female Factor Edge!
Testimonials
Impact Delivered!
"She was a smashing success and Kelley was mesmerizing. She captured the audience for over an hour (they didn’t want her to get off the stage), and really gave such a dynamic and robust presentation. Kelley has truly made an impact on this group! I have received an overwhelming amount of emails and phone calls so far, with women sharing how amazing and dynamic Kelley was and throughout her presentation, how moved and motivated they were by her message. One women shared that she cried on her way home and felt so motivated to go after what she wants this year. Kelley made such an impact on us all – thank you!"
KRISTINE LEADBETTER
KRISTINE LEADBETTER
Average Rating of Outstanding
“On behalf of the entire WXN team, I want to thank you so much for your participation and commitment yesterday evening. We were absolutely delighted with the outcome of the event. It’s clear that everyone was so thrilled to hear your impressive story and your insight on strategic risk, and left with great takeaways, which is exactly what WXN hopes for. The response from our guests was extremely positive, which speaks to the true inspiration of your presentation. I'm happy to share a few very complimentary results from our post-event survey. As our guest speaker, you received an average rating of outstanding—which is incredible! Some of the comments we received about the highlights and strongest aspects of the event included: The speaker, she was tremendous, engaging, articulate, well-prepared and willing to be open and raw in her perspectives and personal share. I walked away with tools to push my own success, and I am grateful for the opportunity! Kelley is an inspirational speaker and gave some great insights.”
DANA KROOK, WXN (Women’s Executive Network)
DANA KROOK, WXN (Women’s Executive Network)
“She’s worth the price of admission.”
James Daw, The Toronto Star
