Marin combines academic rigor, lived experience, and real-world application to bridge a gap most financial professionals were never trained to navigate - the emotional complexity behind client financial decisions.
Marin has years of speaking experience under her belt with top advisors and financial firms where she hands them the words, tools, and confidence to move financial plans forward in the face of their clients’ grief, guilt, overwhelm, and delay.
She doesn’t just share the need to incorporate emotions in finance, she equips teams with tools to implement genuine emotional connection rather than fumble through them.
The Psychology of Sudden Wealth: What Smart Advisors Do Differently (Human Conversations That Can’t Be Automated)
The G.G.O. Framework: Grief, Guilt, and Overwhelm - the three emotional blocks that quickly derail client follow-through when faced with sudden wealth
Emotional Literacy for Advisors: How to name what's really happening without veering into "therapist territory"
Language That Builds Trust: Swap logic-based nudges that fall flat for values-aligned questions that invite real clarity
Real-Life Application: Use-case examples of when advice stalls, why it happens, and how to guide the client forward
This keynote changes how financial professionals understand, communicate with, and retain clients navigating complex financial transitions.
Through stories, research, and simple scripts, Marin introduces:
Marin's lived story is not a sidebar - it's the reason her work lands. She’s navigated the emotional fog wealth can bring with it, and shares that insight on every stage.
You and other finance pros you know are skilled, dedicated, and prepared, yet still feel helpless when a client breaks down in the middle of a meeting.
Your firm values emotional intelligence but hasn’t found a way to integrate it into your client process without feeling like you are stepping into the role of therapist or stumbling through awkward attempts to connect.
Your firm is navigating the Great Wealth Transfer and needs next-gen communication tools, scripts, and know-how.
You want your event to offer more than just strategy, predictions, and hype. You want a talk that rewires how financial professionals see and support clients.
You’ve witnessed financial transitions like inheritance, divorce, business exit, or sudden wealth stir up grief, guilt, and overwhelm while stalling financial plans.
Marin bridges the gap between financial strategy and emotional reality so advisors stop guessing and defaulting to the data.
She’s not a motivational speaker. She’s known for talks that move people and change how they work through scripts, strategies, and real-life applications.
She’s more accurately a behavioral translator for the moments when logic fails, and emotion takes over.
One of the top 5 speakers across 200+ workshops annually (per host review)
Known for “You changed how I do my job” feedback from seasoned pros
Booked by national financial associations, MBA programs, and firms preparing for the Great Wealth Transfer