Financial Speaker BootCamp

Overview

This 3-day immersive training equips financial professionals—coaches, educators, counselors, and trainers—with the mindset, message, and mastery to become magnetic presenters and powerful facilitators in both educational and group coaching spaces.

Anchored in the Distinguish, Design, Deliver™ framework, the experience culminates in real-time team presentation delivery, live trainer/facilitation practice, and immediate feedback you can implement.

🔥 This Is Your Stage

Most financial professionals are trained in content—but never trained to train it.
You’ve got the knowledge. You care deeply. But what if your delivery isn’t landing, connecting, or changing lives the way it should?

This 3-day immersive BootCamp is designed to help you to:

✅ Own your unique speaker identity
✅ Design training presentations that engage every audience
✅ Deliver your training objectives with clarity, energy, and impact

Here’s the breakthrough:
You won’t just learn new techniques—you’ll revise your OWN presentation and transform it into the most compelling, energizing, and results-driven version it’s ever been.

Because your voice matters.

And your audience deserves the best of what you bring.

🧱 From Information to Transformation

The Proven Framework That Turns Presenters and Trainers Into Trusted Messengers

You'll experience the proven 3-phase pathway to help you own your voice, captivate your audience, and coach from the stage with unforgettable impact.

See yourself in these three phases:

🔹 Distinguish – Elevate Your Voice

Embrace your unique Financial Presentation Personality Type—Guru, Evangelist, Energizer, or Motivator—and step into your signature speaking style. Then, craft Magnetic Soundbites that spark emotion and create clarity. Finally, shape your Million-Dollar Message—the bold, memorable message your audience will never forget.

🔸 Design – Captivate with Clarity

Learn how to build training presentations that speak directly to your audience’s needs. Blend financial content with live coaching techniques and apply 10+ battle-tested engagement strategies that turn passive listeners into active participants. This is where your message becomes a movement.

🔺 Deliver – Finish with Impact

Master the art of dynamic delivery through voice, pacing, storytelling, and body language. Learn to handle tough audience moments with confidence and tap into your Zone of Genius as a facilitator. Then bring it all together in a live, team-based 15-minute presentation that showcases everything you’ve learned.

Then bring it all together in a live, team-based 15-minute presentation that integrates all three phases and puts your transformation on display.

You'll Learn How To:

✅ Craft captivating openers that win trust and set the tone
✅ Use story, visuals, and humor to make financial topics personal and powerful
✅ Speak with purpose and precision, aligned to your Financial Speaker Persona
✅ Close with clarity and conviction through soul-stirring calls to action
✅ Facilitate group coaching with energy, structure, and intentional inclusivity
✅ Show up confidently and consistently—every time you train, speak, or teach

🎯 Who This Is For?

• Financial Coaches

• Housing & Credit Counselors

• Educators & Trainers

• Program Facilitators

• Nonprofit Staff

• Financial Empowerment Practitioners

If you teach, train, coach, or speak about money—this BootCamp will redefine how you deliver it, and amplify the way it’s received.

You’ll stop second-guessing your delivery, speak words that spark action, and train with clarity, confidence, and conviction.
Don’t let another opportunity pass where your message falls flat.
Once you’ve trained like this—you’ll never want to train any other way.

What You'll Walk Away With

✅ A Clear Financial Speaker Identity
Discover your Presentation Personality Type and use it to connect more deeply with your audience.

✅ Irresistible Soundbites & Core Message
Craft words that stick, resonate, and inspire action—on the spot.

✅ A Fully Revised, Presentation-Ready Training
Bring your own existing presentation and rework it with live coaching, feedback, and structure. Leave with your most powerful version yet.

✅ Real Practice + Real Feedback
Facilitate, refine, and rehearse. You’ll be presenting live in a safe, supportive space and receiving expert feedback to grow fast.

✅ Techniques You Can Use with Clients, Teams, and Audiences
This is a Train-the-Trainer. You’ll walk away ready to teach and train others—confidently and competently.