Holly is on speaking sabbatical for 2019 and 2020. If you are planning an event beyond 2020, use the contact page to let us know which workshop is of interest, the size of your group, and your desired dates.

Download Holly’s Bio here

Speaking Topics:

For Professional Audiences:

Fast and Slow Thinking in Client Conversations
There are universal errors in judgment (behavioral biases) that we are hard-wired to make as humans. In any given client conversation, as many as ten or twenty of them can reveal themselves to us in different ways. Here are some red flags:

  • In the client’s history (when the client says “I was stupid to do that”); or
  • The client comes in with a new and different idea (“I saw this on TV”);
  • Or maybe we realize we are doing it to ourselves (“I knew better and still reacted badly”).

In this workshop we will review the ways in which we can discover and arrest fast, emotional thinking in favor of slow, rational decision making, both for our own good and for that of our clients.

Business Models for Fee-Only Financial Planners

Assets under management (AUM) isn’t your only choice. Hourly, fixed-fee, and retainer business models all have their place, and plenty of clients who prefer them. Holly walks through the pros and cons of fee-only business models. Originally developed in concert with NAPFA‘s Fundamentals course.

For Public Audiences:

Our Relationship with Money
Through lecture, interactive exercises, individual, and small group work, participants will gain:

  • insights into individual money personalities
  • an understanding of unique money scripts and stories
  • a self-generated blueprint of life’s next chapter/ what saving money is for
  • a plan of balance and simplicity in spending, saving, investing, and sharing decisions
  • the ability to uncover emotional biases that create hurdles to success
  • the ability to recognize and overcome emotional decision making
  • a substitute method for rational decisionmaking
  • the know-how required to scrutinize and choose professionals by understanding compensation structures, credentials, incentives, and skills.

Risky Business: Why We Make Irrational Decisions When It Comes To Risk
Through lecture, interactive exercises, individual, and small group work, participants will gain:

  • an understanding of the brain’s chemistry when faced with a decision involving risk
  • clarity about the emotions that affect significant business decisions
  • awareness of common mathematical mistakes in calculating probability and risk exposure
  • a grasp of the behavioral economics concepts that apply to small business
  • a rational process for addressing future decisions.

Lifestyle Planning Workshop
This workshop explores questions related to what makes us happy, how we stay healthy, and what home means to us. Participants will map Lifestyle Goals to Money Goals in a takeaway workbook.