RACHEL DEALTO IS

The Motivational Speaker
for Financial Services

Helping organizations, teams, and leaders level up the soft skills that drive the hard numbers.

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Experience

The Relatable Effect

 
 

It’s time to invest in stronger bonds.

Built on Rachel’s game-changing relatable framework, every interactive keynote offers opportunities to learn, discover, and practice the skills they’ll use all day long.

 

Confident

Introductions

Understand innate social wiring—and learn what to do when it gets in the way.

Powerful

Networking

Capture more opportunities by unlocking emotional intelligence.

Stronger

Connections

Turn awkward situations into key connection points with three never-fail phrases.

 

“I love working with financial organizations and teams that want unprecedented performance, collaboration, and results by investing in their people—and how people work together.

Those in finance know a strong ROI when they see one.”

—RACHEL DEALTO

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MOTIVATIONAL SPEAKER RACHEL DEALTO PRESENTS

Finance Keynotes for 2024

 

The Relatable Financial Leader:

Connected Teams, Winning Outcomes

In today’s complex financial landscape, leadership is not just about expertise—it’s about cultivating genuine human connections.

Grounded in psychological research and delivered through compelling stories, this transformative keynote will empower financial leaders to inspire trust, motivate teams, and drive results by building authentic relationships.

Attendees will unlock strategies to foster a culture of connection that enhances collaboration, productivity, and success. By leading with emotional intelligence and compassion, you’ll transform how you engage.

ATTENDEES WILL LEARN HOW TO:

  • Create meaningful connections to boost leadership abilities

  • Implement techniques to motivate and encourage exceptional performance

  • Improve communication to break down silos

  • Build trust and psychological safety to enhance collaboration

  • Develop a culture focused on relationships, trust, and human connections

This keynote will equip financial leaders with strategies to transform teams and accelerate success through genuine connections.

RELATABLE LEADERS ACHIEVE POWERFUL OUTCOMES.


The Power of Connection:

Relatable Sales Strategies for Financial Services

Sales is about more than numbers. It’s about meaningful human connections.

As financial services buyer behavior evolves, client-focused sales teams are connecting authentically to thrive. They understand today’s clients want advisors who grasp their needs and provide customized value.

This requires building genuine relationships beyond transactions.

Communication and relatability expert Rachel DeAlto shares proven strategies for financial sales teams to embrace this change and drive growth by leading with connection.

ATTENDEES WILL LEARN HOW TO:

  • Relate to modern financial services clients’ and members’ motivations and priorities

  • Strengthen communication by listening to understand

  • Turn financial conversations into two-way dialogues

  • Shift focus from maximizing sales to maximizing client lifetime value

  • Create positive experiences that drive referrals and new business

Gain actionable techniques to connect more deeply, convert more prospects into satisfied clients and members, and maximize the potential of every financial relationship.


The Relatable Team:

Connect Financial Teams for Powerful Outcomes

Organizations thrive when teams connect on a human level. Yet, many struggle to create authentic communication pathways and collaboration that lead to continued, repeatable success.

This interactive, connective keynote provides powerful strategies to help your company unite teams through meaningful stories and on-site engagement with one another.

Transform divisions into cohesion and resistance into relatability. Participants will leave with actionable tips to strengthen bonds company-wide, accelerate success, and maximize the potential of your greatest asset – your people.

ATTENDEES WILL LEARN HOW TO:

  • Break down silos by improving communication

  • Boost trust and psychological safety across the organization

  • Revolutionize teamwork through emotional intelligence

  • Create an interconnected culture focused on people

  • Implement ways to engage and understand

Create an organization powered by collaborative, innovative, and motivated teams united by shared purpose and understanding.