If you’re searching for an engaging, actionable keynote speaker on family wealth, family governance, family meetings, or the human side of family wealth, contact Susan through the form below,
or call her at 212-655-9610
or email her directly at schoenfeld(at) WLALLC(dot)com.
Susan will personally respond to you the same day (usually within the hour, unless she is with a client or on a plane).
Why Susan?
Top 5 Reasons Why Susan is the Perfect Fit to speak at your conference
5. Drama-Free
No diva-like demands, Susan is flexible and a breeze to work with during every step of the process.
4. Super-Responsive
Emails, Phone calls and Text messages will be responded to the same day (usually within the hour, unless Susan is with a client or on a plane).
3. Actionable Take-Aways
Your audience will be empowered with specific concepts and techniques that they can take back to their desks and make a difference right away on how they attract and serve clients.2. Client-Focused
Susan will tailor her presentation to meet the needs of your client, and the challenges and opportunities facing your audience.
1. Relatable Storytelling
Susan’s presentation is approachable, and is delivered through real-life storytelling, not boring PowerPoint presentations, that helps your audience retain the message.
Chris Cobb, Wells Fargo Advisors
“As an advisor who deals with money behavior issues each and every day, it was great to have Susan speak at a recent client event of mine. Not only is she articulate and to the point with her message but she really shares a unique angle of openness to the fragile topic of Family ‘money talks.’”
Family Wealth Report Awards
“One of the few women on the national speaking circuit who is guiding financial services firms and their clients to connect with the human side of the client relationship.”
Opal Group
“Susan nails it every time! She first spoke at Opal’s Annual Family Office & Private Wealth Management Forum back in 2014, and we’ve invited her back to speak every year since. Our audiences love her insight and actionable takeaways, and our in-house event planners love her flexibility and responsiveness.”
Mike Taylor Consulting
“Susan Schoenfeld is a gifted storyteller who blends expertise, experience, and insight in a way that draws people in—and moves them forward. Her keynote at our recent event for affluent families and business owners was met with universal appreciation from clients, our internal team, and outside experts alike. Susan has a rare ability to make complex topics feel clear, relevant, and actionable. Thanks to her contribution, our event was elevated and made more valuable for everyone in the room. She brought the same clarity and impact when speaking to one of our city’s most respected philanthropic organizations.”