Looking for a great keynote speaker? Look no further. Michelle Donovan & Patty Kreamer deliver practical, high-energy, audience-engaging programs every time.
Michelle R. Donovan, The Referability Expert
Michelle R. Donovan is the consummate professional speaker.
As a speaker, Michelle has presented for international, national and local conferences using her practical application and no-nonsense approach, often making her a crowd favorite. Audiences respond well to Michelle because they can count on her teaching them something of value while holding their attention. She is known for combining meaningful substance through real-life application to learning.
Patty Kreamer, Certified Professional Organizer
Patty Kreamer is a passionate, dynamic speaker. She engages people to make positive change in their professional and personal lives. She brings edutainment and four powerful things to the platform:
- Talent & Sense of Humor— as a professional speaker who makes her subject fun and useful.
- Experience – as a consultant who works closely with clients, she brings real-life success stories to the platform.
- Energy – as a passionate presenter, Patty engages people to make positive change in their professional and personal lives.
- Credibility – as a sought after media figure and author of two books, Patty can draw a crowd and meet their demands for valuable content in a frank and fun format.
Keynote and Program Topics
Self-sabotaging your practice means that you are in some way performing destructive or obstructive actions that are negatively impacting the growth and development of your business.
This session addresses your practice from two sides: referral development and productivity. Two experts who work exclusively with financial advisors will reveal some ways you sabotage yourself from getting more referrals and how you sabotage yourself from getting more done.
Are you tired of investing time and money into referral relationships that are only one sided? In this session, you’ll learn why that happens. In addition, you’ll learn how to choose the right centers of influence and leave with five steps to activate reciprocity.
Do you have very satisfied clients who still haven’t referred you to anyone? In this session, you’ll uncover the pattern that causes this stalemate. You’ll learn which clients are the best to ask for referrals and discover the secret to perfectly timing your “ask” for referrals. In addition, you’ll leave with five successful tactics for increasing the referrals you gain from clients.
The one-day Referral Pipeline program is an event that is exclusively available to Financial Advisors and their Centers of Influence. It is a highly effective way of developing lasting relationships with vendors and referral sources. We’ll help you seamlessly work with your COIs in a more effective manner, so you are able to identify the right clients for each of you.
Additionally, the Referral Pipeline program will help you examine and re-evaluate your referral process, so you can collaborate more effectively with your team on a daily basis. The workshop is designed for clients who are seeking the highest levels of success through creating lasting relationships that extend beyond work and into personal life.
The strategies we present in this workshop are simple yet effective and you’ll leave the workshop with a potential list of clients in your pipeline and a stronger relationship with your referral partners.
Only 29% of the population is doing what’s necessary to be exceptionally successful at networking. Discover which of the top ten traits of master networkers you possess. Assess your networking behaviors compared to the exceptional 29%. Finally, you’ll learn seven proven strategies that you can begin doing today to get into that 29% and more importantly stay there!
Most financial advisors focus on centers of influence and clients to gain the vast majority of their referrals. Did you know that there are eight components to one’s referral network? Clients and COIs are just two components … leaving a lot of money on the table by not tapping the other six components for referrals. In this session, you’ll be introduced to the vast potential of your entire referral network and leave with multiple success tactics to immediately implement.
Imagine being able to find things when you need them…not 3 weeks later. Increase your bottom line and morale and decrease the stress and frustration of disorganization. Uncover the complete process on how to get organized.
Do you find yourself living in a whirlwind, always running late, forever disorganized, with never enough time in your day? In Patty’s powerful, customized session, you will discover how to take back control of your life!
You have 24 hours in your day, just like everyone else, but does it feel like you only have 19? So how do you get the most out of your 24 without feeling like you are spinning your wheels? If you have ever set goals and identified your vision, you know these are essential steps. Patty will help you take a closer look at your life in this program so you can successfully manage your time. Learn to take control of your time or someone else will!
- Establish a plan that gets you to your goals.
- Define your priorities and live by them daily.
- Recognize and eliminate your biggest time-wasters.
- Discover how to work smarter, not harder.
- Find out how to get organized once and for all!
Men have been the dominating force in the financial world for a long, long time. They have the experience and the success to prove that they know what they’re doing.
So, why is it that women feel disconnected and out of alignment with how men go about growing their practice? It’s simple, really. A man’s way of work, however good for them, is not a women’s way of work. Women may have and certainly can learn to imitate a man’s way, but what does that say about authenticity?
Join Michelle and Patty as they share intriguing insight and findings from their work and interviews with women financial advisors.
NOTE: This program may require a DiSC Behavioral Profile. Additional Fees may apply.
We work with people every day from every walk of life and there are no two alike. However, each has a behavioral style that can easily be recognized and supported. This program increases your social intelligence and shows you how to relate and connect with others more effectively.
Are you tired of meeting after meeting and feeling like little is accomplished? The cost of meetings is astronomical and it seriously impacts the bottom line.
In this session, we will discuss issues that plague many meetings every day. like:
- Not arriving on time
- People not showing up at all
- Meeting not starting on time
- Meeting not ending on time
- Meetings are boring
- Nothing is resolved
- No follow through
To make your meetings effective and worthwhile, this program is a must! (A 1-hour program that starts and ends on time!)