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 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
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!
“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
More Praise from Speak Up! Participants
“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
Join Speak Up Waitlist!
Big Changes Are Coming to Speak Up!
New features. New impact. Same mission.
Be the first to hear what’s coming—
join the waitlist today!