This program’s deep dive into workshopping my ideal client reignited my inspiration to focus on client acquisition. I loved how we practiced sharing our ‘what we did’ each meeting—it pushed me to find my authentic voice. The support and pearls of wisdom have been invaluable.

Beth and Holly are extremely knowledgeable from their years of experience speaking to crowds. They share tricks and tips in an easily digestible and quickly implementable way. Amazing education and motivation.

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

My 2025 women’s focus has 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!

You helped me organize my presentation so that I could address who I serve (my ideal client), highlight my value as an advisor, include some relevant client stories, and close with a strong next step.  I never would have pared the charts and graphs down and made it as compelling without your insights. I have people signing up for introductory calls with me now, which has led to new clients!  Thank you!! 

Reinventing myself again—that was the biggest takeaway. This wasn’t just another training—it was a full reset of how I position my expertise. I left each session shedding old habits, embracing new language, and stepping into a bolder version of myself. I’m now showing up as the advisor I always wanted to be.”

My first event, Money Makeover, is on the books for April 30th. I’m pretty excited to see how the first event goes and what clients I may gain along the way! I truly could NOT have done all of this without your help and expertise.  THANK YOU, from the bottom of my heart!  

I saw you two speak, and it was like I just wanted to be around you two. The way you engage the crowd, the knowledge you share with everyone. When there was an opportunity to get into your Speak Up! class. I signed up right away!

What drew me in was the energy and clarity you both bring— I’ve done other programs before, but nothing compares to how you combine mindset, marketing, and messaging. You helped me connect the dots between who I am and how I lead.

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!

You two sparkle! And I said to myself, 'I have to speak with them.'

I really enjoyed working with you ladies and have been getting quite a few new clients lately– so it definitely helped!  And I also enjoyed hearing from other women as they were growing their businesses too. As of today – I doubled my AUM from when I started at my new job almost exactly a year ago.  That was my goal – so super excited.  Now need to double again!!