Thrive National Conference

With Arwen Becker

A QUICK NOTE

Kari,

Thank you for discussing the WIFS Thrive Event in Philadelphia and other events. I understand your team is busy with the October event and may have already filled the keynote spots, but I’m open to exploring other ways to participate.

I’ve prepared a session description for my keynote, “Unseen Wave of Wealth,” which I believe will resonate with your audience. It can be used for the main stage or a breakout session.

Please review the curated experiences I would offer at your event, along with the details covered in my day rate. I’m flexible and can adjust the inclusions to fit your audience’s needs and the WIFS budget.

I look forward to scheduling another call with the event team to answer any questions they have.

Cheers,

Arwen Becker

KEYNOTE SESSION Description

UNSEEN WAVE OF WEALTH: Dramatically Increase Your Profitability, Referrals and Personal Financial Success!

Thriving in the financial industry is challenging, especially as a woman. While we strive to offer clients financial peace of mind, our lack of personal financial security is evident in the fact that nearly 90% of us quit the industry within three years, the main reason, lack of leads.

What if you could stand out from the competition, triple your referrals effortlessly, maximize your marketing budget, and achieve personal and financial fulfillment? There is a simple way, yet you’re likely overlooking it, think everyone’s doing it, or because of fear and confusion, you’re avoiding it. 

In 2029, the daily wave of 10,000 Boomers turning 65 ends, but a new wave begins. Over the next decade, women are set to inherit approximately two-thirds of the $30 trillion wealth currently held by Baby Boomers, granting them control over an estimated 60% of U.S. wealth. This is why industry experts like Forbes and others emphasize it as one of the most promising areas to focus on in the coming decade. 

In this exhilarating keynote, Arwen will share multiple case-studies of firms that have crushed it in the women’s market, and why she initially struggled, even as a woman. Additionally, you will learn:

  • A powerful framework that maximizes your current marketing investment, amplifying profitability and effortlessly generating referrals.
  • How to sidestep the pitfalls of “pink it and shrink it” marketing strategies, unveiling why conventional marketing methods often miss the mark with the female audience.
  • How to swiftly establish trust with potential clients by harnessing the compelling force of storytelling, (did someone say, “cougar attack?”).

Don’t allow fear or outdated beliefs hold you back from seizing this massive wave of wealth; with Arwen’s guidance, you can catch it before it’s too late!

What They’re Saying!

“Arwen was fantastic and the perfect addition to our Women in Banking Conference. Her session was highly engaging and entertaining, perfectly blending stories from her life with advice from her years as a financial advisor – we hope to have her back soon!”

Megan Managan, Director of Public Affairs, Washington Bankers Association

“Pay attention, be present, don’t miss a word!”

Judy Hoberman, Best-Selling Author, iHeart Radio Podcast Host of Selling in a Skirt

“Arwen delivers a masterful presentation!  She has been where all professionals have all been at one time or another in our careers, and she helps empower all of us (yes, even men!) to reach out to help bring empathy and understanding to the largest, yet most misunderstood market demographic in financial services today: women.”

David H. Kinder, RFC®, ChFC®, CLU®, Keynote Speaker and IARFC Host

“You’re such a dynamic speaker – loved every minute of it!”

Beth Bedisky, Chief Development Officer, WIISE (Women In Insurance Sharing Empowerment)

“…ACTIONABLE ADVICE to advance your career and increase your income to achieve a better QUALITY OF LIFE!”

Sheryl Hickerson, CEO of Females & Finance, Host of the Financial Rockstar Podcast

The Experience
Promotion & Preparation

When it comes to captivating your audience and crafting an unforgettable event, trust me to deliver excellence. From a dynamic promo video to engaging and exciting podcast interviews, I specialize in igniting excitement and anticipation among attendees.

Yet, a remarkable keynote transcends mere hype. I am dedicated to meticulous preparation, delving into the nuances of your audience to tailor my presentation for profound resonance and transformative impact. Through a personalized experience, I assure an enduring imprint that leaves your ladies inspired, empowered, and armed with new tools to enhance financial success in their own lives.

During The Event

I am committed to maximizing the impact of my time at your event. To ensure I deliver the utmost value, I prioritize being available for the entire day. This enables women to engage with me, ask questions, and glean additional insights, enhancing their overall event experience.

I’m flexible and open to various activities such as book signings, breakout sessions, mingling during cocktail hour, participating in panels, attending VIP lunches, or other unique components tailored to your event.

I’m enthusiastic about collaborating to make your event unforgettable. Let’s work together to brainstorm ideas and create an event that exceeds the expectations of your attendees.

After the Event

At the core of my mission is the commitment to elevate your post-event journey, ensuring it remains both enriching and influential, setting a high standard for future events.

Within a week of the event’s conclusion, we deliver comprehensive audience feedback on my session and the overall event. This illuminates the event’s reach and impact, highlighting how my session has reshaped attendees’ perspectives and anything else they found notable.

My dedication is unwavering: to ensure that the value of your event endures long after the final remarks have been delivered.

MY DAY RATE INCLUDES:
  • One 60-Minute In-Person Keynote
  • Roundtrip Airfare
  • Ground Transportation
  • One 60 to 90 Second Custom Promo Video
  • 100 Copies of She Handled It® Retirement
  • 100 Copies of She Handled It® Retirement Workbook
  • Book Signing
  • Two Downloadable 12-page Workbooks for Singles & Couples
  • Pre- or Post-Event Podcast Interview
  • Panel Discussion
  • All-day availability for any event planner needs
TOTAL FEE
$10,800
Next Steps

I have put October 14-16 on hold for you. It looks like I can make the travel work from Seattle to your event in Philadelphia.

Looking forward to discussing how I can be of service to your members!

Warmly,

Arwen

(425) 260-8107 (PST)

arwen@arwenbecker.com

In 2023, Arwen Becker transitioned from 22-year co-ownership of Becker Retirement Group to full-time keynote speaker and mentor, specializing in women-focused marketing and financial practice management. She is a 2x Author, podcast host, endurance athlete, wife, and proud mom of three boys.