FINANCIAL SERVICES & BANKING
Transforming How Women in Finance Advocate for Their Worth
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In the finance and banking industry, where performance is quantified and compensation is merit-based, women still face a significant gap in earnings and advancement. The issue isn't capability or results - it's advocacy. Too many high-performing women in financial services deliver exceptional outcomes but struggle to ask for what they've earned or negotiate for the roles they deserve.
Jen brings over 20 years of leadership experience in community banking, including her current role as Chief Experience Officer leading 62 people across branches, wealth management, and operations. She understands the unique dynamics of the financial services industry and knows exactly what it takes for women to break through the barriers that hold them back.
Whether working with wealth advisors, branch managers, or executive women in banking, Jen delivers practical, industry-specific strategies that help women negotiate confidently, position themselves for leadership roles, and advocate for advancement without apology.

TOP SPEAKING TOPICS
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Brave Women at Work: How to Advocate for Yourself and Get Paid What You're Worth
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In financial services, where compensation is tied to performance and client relationships, women need more than general negotiation advice - they need industry-specific strategies. This keynote teaches financial services professionals how to quantify their client impact, prepare for compensation reviews, and negotiate confidently for the raises and bonuses they've earned. Women learn to overcome imposter syndrome and advocate for themselves with the same confidence they bring to client negotiations.
Key Audience Takeaways:
- Quantify your client relationships and portfolio performance in terms decision-makers value
- Navigate compensation conversations in commission-based and relationship-driven roles
- Prepare for annual reviews with evidence-based cases for advancement
- Overcome the discomfort of talking about money - even when you work in finance
- Develop confidence in advocating for yourself with the same skill you use for clients
Stop Playing Small: Building the Confidence to Speak Up and Lead
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In banking and wealth management, visibility matters. Women who wait to be noticed often get passed over for leadership opportunities and high-value client relationships. This keynote addresses the specific challenges women face in finance: speaking up in investment committee meetings, positioning themselves for management roles, and claiming space in male-dominated leadership conversations. Attendees learn how to silence self-doubt and step into leadership visibility.
Key Audience Takeaways:
- Build confidence in sharing your perspective in high-stakes financial discussions
- Position yourself for leadership opportunities before you feel "completely ready"
- Navigate the politics of advancement in relationship-driven financial services environments
- Develop strategies to increase your visibility with senior leaders and key clients
- Create a personal brand that positions you as a leader in your organization
The Price of Silence: Why Women Need to Negotiate for More Than Money
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For women in finance, negotiation often focuses exclusively on compensation - but there's so much more at stake. This keynote teaches financial services professionals to negotiate for the full package: top-tier client assignments, leadership development opportunities, flexible work arrangements, and support resources that prevent burnout. Women learn to advocate for the conditions they need to succeed without sacrificing their personal lives.
Key Audience Takeaways:
- Negotiate for high-value client relationships and portfolio assignments
- Ask for leadership development and mentorship that accelerates your career
- Set boundaries that protect your wellbeing in a demanding, always-on industry
- Advocate for flexible arrangements that support work-life integration
- Build confidence in asking for what you need - not just what you think they'll approve
From Imposter to Advocate: Owning Your Value in the Workplace
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Even top-performing women in financial services struggle with imposter syndrome - wondering if they truly deserve their success or if they've just been lucky. This transformative keynote helps women recognize their unique value, reframe their self-doubt, and learn to articulate their worth with confidence. Women walk away ready to advocate for themselves in performance reviews, promotion conversations, and client pitches.
Key Audience Takeaways:
- Recognize and overcome imposter syndrome patterns specific to financial services
- Learn to own your client wins and portfolio performance without minimizing your role
- Master the language of self-advocacy in an industry that values humility
- Build a compelling case for your advancement that resonates with decision-makers
- Create a 30-day action plan for advocating for your next career move
What Your Audience Will Walk Away With:
- The Confidence to Ask - Practical strategies to overcome fear and negotiate for raises, promotions, and better benefits.
- Scripts That Work - Proven language and frameworks for advocating for themselves in any workplace conversation.
- Permission to Be Brave - The mindset shift needed to stop apologizing, start owning their value, and take up space.
- A Plan of Action - Specific next steps they can implement immediately to advocate for themselves and advance their careers.
Why Finance & Banking Leaders Hire Jen
- Speaks the language of financial services with credibility earned through 20+ years in community banking
- Addresses the specific negotiation challenges women face in commission-based and relationship-driven roles
- Provides actionable frameworks that work in compliance-heavy, performance-driven environments
- Helps organizations retain top female talent by equipping them to advocate for themselves effectively
- Creates cultural shifts that normalize women asking for what they've earned
Book Jen To Speak!
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