
UNLEASH PURPOSE, PASSION & POTENTIAL IN YOUR PEOPLE
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UNLEASH PURPOSE, PASSION & POTENTIAL IN YOUR PEOPLE -
Rachel’s clients in financial services
























Hi, I'm Rachel.
I got my start in the financial services sector
I grew up immersed in the world of financial services—my mom is a Certified Financial Planner, and I spent the first 13 years of my career working as a trailblazer in the insurance industry. During my tenure as Director of Wellbeing and Employee Engagement at a benefits consulting firm, I helped organizations engage their people, instill human skills in their leaders, and build thriving workplace cultures.
I understand the unique demands of your world—the pressure to manage risk, drive performance, and adapt to constantly changing rules and regulations. My sessions equip financial service professionals to navigate the demands of work and life with greater resilience, purpose, courage, and character.

TESTIMONIALS
UNLEASH PURPOSE, PASSION & POTENTIAL IN YOUR PEOPLE
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UNLEASH PURPOSE, PASSION & POTENTIAL IN YOUR PEOPLE -

For Financial Services Meeting Professionals
Frequently Asked Questions
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I know how much energy and effort you pour into your events. You’re not just planning a conference or workshop—you’re creating an experience that engages, educates, and empowers your leaders and teams. My goal is to help make your event unforgettable by delivering a keynote that resonates with everyone in the room.
What makes me different? I don’t just speak at audiences—I connect with them. Through relatable storytelling, engaging activities (not the roll-your-eyes kind), and practical takeaways, I create an experience that feels deeply personal and immediately impactful. I know the pressures you face—balancing risk, navigating regulations, and meeting high expectations—while striving to keep your teams engaged and motivated. Having worked with financial services organizations for nearly 20 years, I bring a practical, results-oriented perspective that resonates with leaders and teams alike.
Not only that, but I’m not a “drive by” speaker; I go beyond the keynote. Whether it’s customizing content for your goals, integrating real stories from your attendees into my session, or staying to connect with everyone after the event, I’m fully invested in making your event a success. If you’re looking for a speaker who understands your industry and leaves audiences inspired, energized, and ready to take action, I’d love to partner with you. Let’s make your event unforgettable!
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I speak on topics that help financial services leaders and teams navigate challenges, lead with purpose, and show up with more confidence, courage, and resilience—so they can create meaningful impact for their organizations and clients. Popular sessions include:
Be the Difference: Unmuting Purpose, Passion, and Potential
This session helps financial professionals reconnect with the deeper purpose behind their work, fostering renewed energy and engagement to make a lasting difference for their clients, teams, and communities.The Soul Behind the Role: Igniting Intentional Leadership
Perfect for leaders in finance, insurance, and banking, this session equips attendees with tools to lead with curiosity, character, and connection, transforming how they inspire and engage their teams.What Matters Most Now? Reflect, Reframe, Recalibrate
Focused on thriving through uncertainty, this session delivers practical strategies to help financial professionals pause, reflect on what matters most for their team and their clients, reframe thinking that keeps them stuck, and recalibrate their actions in a way that is motivated and character-driven to create an inspired future.
Each session is designed to meet the unique needs of your organization. If you have a specific theme or challenge in mind, let’s talk! I’d love to customize a session that creates a meaningful and lasting impact.
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I’m honored to receive affirming feedback from the financial services audiences I’ve spoken to. Here are some highlights from attendees:
“Empowering, invigorating, spot-on necessary for all organizations to hear, extremely engaging.”
“Wow. Inspirational, insightful and actionable. Thank you for showing us what is most important!”
“Absolutely every detail of that talk hit me hard! Not only how I feel at work, but I know colleagues also do.”
“An amazing hour well spent. Looking forward to following up and taking action!”
“Easy leadership inspiration without intimidation. Simple takeaways, empathetic message, something for everyone!”
“Rachel is inspiring, relatable, intelligent, funny, motivating. She was a joy to listen to and was truly a great use of my time.”
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Always! At the end of every keynote or training, I share all of the raw data and summary data from your audience that I gather during the keynote, so you can repurpose it for blog content, social media posts, marketing, and strategic planning discussions.
I also offer the audience a variety of resources to continue their learning, including blog posts, podcast episodes, videos, and prompts from the keynote, so they are supported to continue to implement what they’ve learned.