Financial Behaviorist. Keynote speaker.

Money Stress Is Silent and Invisible.

Its Impact at Work Isn’t.

Improve your team’s focus, performance, and retention — by addressing an expensive, hidden workforce problem endemic to high-pressure, high-performance firms and corporations.

As Featured In:

Money Stress is a Hidden Workplace Performance Issue Most Leaders Aren’t Seeing

In high-performance firms and corporations, financial stress rarely announces itself.

Sometimes it looks like distraction.
Decision fatigue.
Burnout.
Risk aversion.
Quiet resentment.
A top performer who seems fine — until they are not.

And as income and success rise, financial life tends to get more complex, not simpler. Promotions, bonuses, equity, care-giving responsibilities, lifestyle pressure, family obligations, identity, culture, and expectation create a level of complexity most workplace wellness programs miss entirely.

Traditional financial advice focuses on numbers and tactics. I work with the emotional, behavioral, and cultural dimensions underneath them — so your people can navigate financial stress with more clarity, confidence, and agency at work and in life.

Why Audiences Love Jacquette’s Talks

Behavior-Focused

I focus on how emotions and behavior shape financial decisions, helping audiences make more intentional choices. 

Real Conversations, Real Impact

I move beyond dry financial advice, making tough money conversations engaging, personal, and transformative. 

Confidence Through Clarity

Audiences leave with a deeper understanding of their financial mindset, plus strategies and frameworks they can immediately use. 

speaking Topics

Signature Talks

Financial Success Doesn’t Start in Your Wallet

Money stress doesn't stay home — it walks into every meeting, every decision, every performance review. This keynote gives your people a new way to think about their finances that goes beyond income, knowledge, or net worth.

They'll leave with a framework for making confident money decisions at every wealth level, and a personalized game plan that reflects their goals, money style, and strengths. The result isn’t just personal clarity — it’s people who show up to work with more focus and less noise, because the thing quietly pulling at their attention has finally been named.

Request Jacquette for Your Next Event →

Key Takeaways:

  • Discover why the traditional, one-size-fits-all approach to personal finance backfires — amplifying the very stress that shows up as distraction and disengagement at work.

  • Learn why financial knowledge, income, and wealth aren’t the predictors of confident decision-making your people assume — and what actually determines whether they show up focused or scattered.

  • Leave with a system for tracking progress — so financial setbacks or sudden success don’t quietly erode focus, engagement, or performance.


The Inside Story of Wealth: Tapping Into Your Client’s Unspoken Relationship With Money 

Your advisors know the numbers. This keynote equips them with something harder to teach: the ability to surface and navigate the emotional, cultural, and personal stories their clients bring to money.

Whether your team serves high-net-worth individuals or everyday investors, they'll gain practical tools to ask better questions, build deeper trust, and turn transactional conversations into transformational ones — the kind that deepen client relationships, improve retention, and differentiate your firm.

Request Jacquette for Your Next Event →

Key Takeaways:

  • Discover why understanding the “inside story of wealth” enhances client relationships and drives better outcomes. 

  • Learn a 3-part framework that helps financial advisors use the emotions tied to money to guide clients toward overcoming barriers and achieving their goals. 

  • Identify the challenges of delving into your client’s unspoken money mindset and how to navigate these conversations effectively. 


Pricing Made Human® – How to Price Your Genius Without Undermining Your Sustainability 

Built for entrepreneurs and small business owners, this session tackles the real reason pricing is hard — and it’s rarely just about the math.

Attendees will leave with a trademarked framework for pricing any service or product with confidence, a business model aligned to their personal and business financial goals, and clarity on the things raising prices can't fix.

Note: This session can also be delivered inside group programs and masterminds of coaches and pricing professionals.

Request Jacquette for Your Next Event →

Key Takeaways:

  • The four reasons pricing is hard; two of which might surprise you. 

  • A trademarked pricing framework you can utilize each time you create and/or refine a service or product — and set or raise your prices accordingly. 

  • A pricing approach for a strong business financial foundation that incorporates your personal finances, too.

  • The things increasing your prices can’t fix.  


Who Books Jacquette — and Why

  • HR, L&D, and Benefits Leaders at high-performance firms and corporations looking to address financial wellbeing as a workforce issue, not just a personal one — and reduce the hidden cost of financial stress on focus, performance, and retention.

  • Wealth Management Firms, RIAs, and Financial Services Organizations wanting to equip advisors with tools to surface their clients’ unspoken money stories — deepening relationships, improving retention, and differentiating their practice.

  • Conference Organizers and Event Producers seeking a keynote speaker who can hold a room around money in a way that feels fresh, human, and immediately useful — across industries and audiences.

  • Coaches, Mastermind Leaders, and Certification Bodies bringing a pricing expert into their community or curriculum — including programs supporting CPP, CPE, and other professional credentials.

  • Executive Leaders and Boards who recognize that as their people’s income and complexity rise, so does the need for a different kind of financial conversation — one most workplace wellness programs aren’t built to deliver.

Are you Ready to Hear Jacquette Speak? 

Book Jacquette for Your Next Event →

“What you bring as a speaker is a magnetism that wins people over, making them want to keep listening to you; a fresh perspective that isn’t the same old theories; a twist on the theme of financial management; a skillful means of making the science art.”

-T.B., HR Executive

See & Hear Jacquette

Available for single-day keynotes, multi-day engagements, and multi-city tours. Multi-day formats are a particular favorite.

Signature talks can be customized for content, case studies, and audience profiles.

Types of speaking engagements: keynote speaker, panelist (including fireside chats), panel moderator, custom-design workshop experiences.