Ryan will deliver a dynamic and engaging presentation with actionable takeaways for your attendees, including:
- Financial planning groups, such as FPA, NAPFA, or AFCPE
- Financial planning firms (of any size)
- Banks and credit unions
- Public service employees
- Professional groups (medical, dental, veterinary, law school students and others)
Ryan’s presentations have been called the “Best presentation of the conference!” with “Excellent takeaways for self and practice.” Ryan has been called an “excellent, engaging and experienced speaker” with a “warm delivery and energy.”
LEARN MORE ABOUT RYAN
Ryan is the Director of the Utah Valley University (UVU) Money Management Resource Center. He is an award-winning educator who teaches the Financial Counseling courses as part of the Personal Financial Planning program at UVU. Ryan is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and an Accredited Financial Counselors (AFC®).
Ryan is the author of the book “Student Loan Planning” and co-editor of the book “Financial Counseling.”
Ryan lives in Spanish Fork, Utah with his wife and children.
Click the link to read more about a presentation. If you are interested in a presentation not listed here contact Ryan to discuss topics and fees.
- Communication Skills: Seek First to Understand
- Communication Skills: Then Be Understood
- The Science of Helping People Change
- Helping Clients Overcome Money Anxiety
- Financial Intelligence: How to Help Clients Make Smart, Responsible, Values-Based Decisions
- Student Loan Essentials
- Student Loans: Public Service Loan Forgiveness
- College Planning
- Credit Scores: The Road to 850
Communication Skills: Seek First to Understand
“It is only by listening that we engage, understand, connect, empathize, and develop as human beings. It is fundamental to any successful relationship” (Kate Murphy, You’re Not Listening).
Dr. Stephen R. Covey studied human relations his entire life. He wrote about what he learned in several best-selling books, including The Seven Habits of Highly Effective People. One of Covey’s Seven Habits is, “Seek First to Understand, Then Be Understood.”
Covey said this later in his life, “If I were to summarize in one sentence the single most important principle I have learned in the field of interpersonal relations, it would be this: Seek first to understand, then to be understood.” Of all the important principles he learned and taught, this one stands supreme.
Financial planners are seeking to build successful relationships with their clients, and this can only be done by listening well, or seeking first to understand. Ryan will discuss the importance of seeking first to understand and will share practical tips for putting the principles into practice.
Communication Skills: Then Be Understood
This topic is best as a follow-up to “Seek First to Understand.”
It is critical for financial professionals to be able to express their thoughts and opinions clearly and in a way that will inspire their clients to follow-through. In this presentation Ryan will share the latest research about how to best communicate your ideas with clients and share actionable steps for putting the principles into practice.
The Science of Helping People Change
The most fundamental thing we do as financial advisors is to inspire our clients to make positive changes in their lives. In this presentation Ryan will discuss the research about Stages of Change, the neuroscience about change, and habit work. Ryan will then discuss a model for change that includes mindset shift, desire, and making a plan that clients will actually implement.
Helping Client Overcome Money Anxiety
Since 2007 money has topped the list of sources of stress for Americans, with almost two-thirds reporting that money caused them very significant or somewhat significant stress. Money is also the leading cause of stress in relationships, with 70% of married couples arguing about money and money issues topping the list of reasons couples divorce.
In this presentation Ryan will review the statistics about money anxiety and discuss methods financial advisors can utilize to help their clients overcome money anxiety through education, the physical office environment, money mindfulness and communication skills.
Financial Intelligence – How to Help Clients Make Smart, Responsible, Values-Based Decisions
Helping our clients make smart, responsible, values-based decisions with and about money is one of a Financial Advisor’s most important jobs, but clients are dealing with emotions around money that make those decisions challenging.
Bad choices and behavior cause clients to lose out on investment returns, and ignore sound financial counseling advice such as budgeting, regularly checking their credit reports, saving for retirement, and other important goals.
In this session attendees will examine the connections between habits, neuroscience, psychology and financial counseling, and how financial counselors can use the latest research in these areas to help clients make better decisions.
Student Loan Essentials
“Selecting the right student loan repayment plan will have a greater impact on many of your clients than selecting the right strategies for Social Security.” – XYPN co-founder Alan Moore
Almost 45 million people in America have outstanding student loan debt, and borrowers owe an average of more than $32,000. Next to a mortgage, student loans are likely to be a client’s largest liability. In this presentation financial advisors will learn about the types of loans and repayment plans and how to advise their clients who have student loans.
Student Loans: Public Service Loan Forgiveness
This presentation works best in association with Student Loan Essentials, and can be added to that presentation as a 30-minute add-on.
Nearly 3 million student loan borrowers qualify for a federal program called “Public Service Loan Forgiveness” where they can have all of their federal loans forgiven tax-free. Government employees at every level, including teachers, military, city, county, state, or federal employees, and employees of non-profit organizations qualify, but the program and paperwork are very complex. Clients need to have the right type of loans and the right type of repayment plans, and they need to submit the right paperwork to receive forgiveness. This presentation will cover the basics of this program.
This is a popular topic if you have clients who are educators or others going into the public sector. It can be presented to advisors or to clients at events such as a client appreciation night or educational webinar.
College is one of the most expensive events that parents plan for. They are unsure how much to save and where to save it. Financial advisors are well equipped to determine the answers to these questions, but in this presentation Ryan will discuss why college is a good choice for most people, how to choose a school and a major, how to keep costs low, and various savings vehicles. Section 529 College Savings Plans will be discussed in detail.
This presentation will work for advisors who want to learn more about college savings or Ryan can present it to clients at events such as a client appreciation night or educational webinar.
Credit Scores – The Road to 850
Credit scores not only determine the rate clients will pay on loans, but it can determine whether or not they get a job, are able to rent an apartment
In this presentation Ryan will teach advisors how they really work so that they can help their clients improve their scores. Attendees will learn how scores are calculated, a sample credit report will be reviewed, and strategies for increasing scores will be discussed.
This presentation will work for advisors who want to learn more about credit scores or Ryan can present it to clients at events such as a client appreciation night or educational webinar.
Ryan’s speaking fees for keynotes and in-person engagements vary depending on the size, timing, and location of the event.
For in-person speaking Ryan flies out of Salt Lake City, Utah. All expenses will be reimbursed included direct coach airfare on Delta, 1-2 nights of accommodations (if necessary) in the conference hotel, parking, and ground transportation.
Additional fees may apply if the airport is not direct from Salt Lake City International airport.
SPEAKING REQUEST FORM
If you have a unique circumstance that doesn’t fit the request form below, please contact Ryan.