Speak Up!

Present Brilliantly, Grow Your Influence, and Amplify Your Voice

Unlock your potential to captivate any audience in just 4 weeks. This transformative workshop is designed for financial advisors ready to amplify their voices, grow their client base, and confidently lead engaging events and meetings.

Whether you’re new to public speaking or a seasoned presenter here is What You'll Achieve:

Prepare A
Dynamic Delivery

Learn proven strategies to capture attention, keep your audience engaged, and drive the results you need from every presentation.

Create Your
Compelling Message

Craft a powerful title and presentation that reflect your unique expertise to attract your ideal clients effortlessly.

Develop Your Client Acquisition Strategy

Implement our proven “sprint” methodology to build a results-driven process for consistently growing your client base.

Praise from Speak Up! Participants

“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 transform my presentation so it speaks to my ideal client, highlights my value as an advisor, and weaves in powerful client stories, ending with a clear and compelling call to action. I never would have simplified the charts and graphs or made it this engaging without your insights. Now, people are signing up for introductory calls, and those are turning into 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

Weekly Interactive Sessions
Engaging, step-by-step sessions featuring new topics, real-life examples, and actionable strategies to boost your speaking skills and confidence immediately. Recordings available for all 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 an opportunity in Week 4 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 learning experience.

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

More Praise from Speak Up! Participants

“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

“I’ve always done an annual client‑appreciation party, and it was boring—no pizzazz, and it never went anywhere. I love the postcard with the quote on the front, and I love the events. I’m excited to implement this three‑event‑a‑year approach—it’s fun, educational, and totally realistic for me.”
- Misty, Speak Up! Participant

“The biggest takeaway for me was that there’s a formula to pulling together a great presentation. Now I feel ready to go—I get it.”
- Jen, Speak Up! Participant

Next Workshop Schedule:

On Zoom Thursdays, 1 pm - 2 pm ET*

  • Session 1: June 5, 2025

  • Session 2: June 12, 2025

  • Session 3: June 19, 2025

  • Session 4: June 26, 2025

  • Pop-Up: TBA

*Recordings available

Join Speak UP!

Here's what you get:

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

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

1 Pop Up Group Coaching Session:
More Practice and “Ask us anything” 

Engaging Tools and Strategies

Digital Platform Access:
with recordings from each live session

Total value: $2150

Today Just $1295