Turn Every Talk into a Client-Generating Conversation

Speak Up!

Whether you’re working with a talk that isn’t landing—or you’re ready to create one that truly resonates—this workshop is your chance to

  • Craft a presentation that resonates with your ideal clients

  • Use speaking as a strategic acquisition tool

  • Confidently deliver your message—and watch your calendar fill

“Speak Up! is the most engaging—and effective—presentation workshop I have ever taken.”
- Alice, Financial Advisor

Stop Guessing. Start Converting.

Speak Up! is your chance to build a presentation that reflects your voice, showcases your value, and makes your message stick.

Create Captivating Talks
That Convert

Develop an opening and structure that hooks your ideal clients and moves them to take the next step.

Turn Speaking Into a Reliable Growth Engine

Turn every presentation into a consistent, predictable source of booked appointments and qualified clients.

Overcome Fear,
Nerves and Stage Fright

Master fear and stage anxiety with expert energy techniques so you feel calm, confident, and in control every time you present.

Amplify Your Voice with a Personalized Framework

Use our proven formula to craft content that showcases your expertise and sounds unmistakably like you.

Results from Speak Up!

“If you want an expertly delivered 'crash course' to prepare, focus, and motivate you for your next presentation, Holly and Beth’s Speak Up! workshop is for you!”
- Elizabeth, Speak Up! Participant

“You helped me organize my presentation so that I address my ideal client, my value as an advisor, add in some relevant client stories, and close with a strong next step.  I never would have made the charts and graphs as compelling without your insights. I have people signing up for introductory calls with me now which has led to new clients! Thank you!”
- Gina, Speak Up! Participant

“I networked with some amazing peers and was held accountable to finally putting to paper and practice a speech I have been meaning to write for over 2 years!” - Lisa, Speak Up! Participant

become a confident, dynamic speaker

Two Interactive Sessions (2 hours each)
Engaging, step-by-step sessions featuring real-life examples and actionable strategies to boost your presentations, speaking skills, and confidence immediately. Recordings are available for live sessions.

Personalized 1:1 Strategy Session
You’ll receive one 30-minute private coaching session with us, giving you tailored feedback and guidance to help you refine your skills and achieve your speaking goals.

Hands-on Practice
Practice your presentation, ask us any questions, and receive support in a live, interactive setting.

Between-Session Assignments
Homework assignments will help you internalize what you’ve learned and prepare for the next session, ensuring continuous progress.

Hands-On Practice & Feedback
You’ll have two opportunities during our 2-hour sessions to practice speaking in a supportive environment and receive constructive feedback to refine your presentation.

Supportive Community
Connect with a group of like-minded professionals, sharing ideas, insights, and encouragement to enhance your results.

Are you on the fence or just want additional info?  Schedule a free 20 minute call with us!

More Results from Speak Up! Participants

“My 2025 events have taken off—and it all started with your group coaching program. I’ve launched five focus groups, hosted a women’s tea, and held my first annual retreat. The response has been amazing—three new high-net-worth households already, and more in the pipeline. My team is energized, my clients are engaged, and I’m on track to hit Level 7. The future is bright!”
-
Kelly H., Financial Advisor

“The biggest takeaway for me was that there’s a formula to putting together a great presentation. Now I feel ready to go—I get it.“
- Jen, Morgan Stanley

“Almost everything was like ‘Whoa, I’m learning so much,’ but the thing that really opened the door for me was realizing the event’s point is simply to make that connection—showing up as someone people want to keep talking to.”
- Joy, Speak Up! Participant

“A recent success story as of yesterday, I completed a 45-day review with a new client, who is a higher net worth female.  She’s thrilled with our interactions thus far and at the end of our meeting, she gave me two referrals and warm introductions to both already! All because of your 20-minute webinar last week!”
- Misty, Wealth Management

Next Workshop Schedule:

On Zoom Mondays, 1 pm - 3 pm ET*

  • Session 1: November 12, 2025

  • Session 2: November 19, 2025

*Recordings available

Join Speak UP!

Here's what you get:

2 Live 2-hour Group Coaching Sessions:
Collaborate and grow with peers in interactive, coach-lead skill-building and practice sessions.

1 Personalized Strategy Session:
Receive tailored guidance to refine your specific topic and approach.

Engaging Tools and Strategies

Digital Platform Access:
with recordings from each live session

Total value: $1295

Today Just $995