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 TopicsSignature 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, plus a personalized game plan that reflects their goals, money style, and strengths — so they can show up at work with more focus and less noise.
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Key Takeaways:
Discover an alternative to the traditional approach to personal finance. This monolithic approach amplifies your stress.
Experiment with a fresh take on key habits to practice intentionally. Your financial knowledge, income, and wealth are not the factors you likely think they are.
Develop a system to measure and track your progress, so that you don’t let financial setbacks or adjusting to increasing financial success prevent proactive engagement with your money.
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.
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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.
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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.
