Helping Businesses Adapt and Evolve
Kristin has presented her research on the psychology of money and building trust with Millennial and Gen Z consumers to over 500 audiences in a variety of industries, including:
Housing and real estate
Mortgage lending
Banking and finance
Nonprofit and social services
Education & Healthcare
Law and government
Media
Faith-based institutions
Kristin’s presentations have been shared with…
“This presentation completely changed the way I think about communicating with my customers and even my kids… I learned a lot about how my experiences growing up influence my perception about finances today.” - Mark W., American Pacific Mortgage
Signature Keynote:
The Psychology of Money: How Re-Thinking Your Relationship with Money can Help you Grow Your Business
The way we buy is inextricably tied to the way we feel, and yet we often ignore the psychology of money when considering our biggest financial decisions. Money is connected with deeply held beliefs or fears related to early childhood memories, often resulting in insecurity, shame, or instability. While most consumers don’t think about these connotations, the best providers understand how to help them navigate their money story to make logical and smart decisions for their future.
In this session, participants will:
Gain an understanding of their own money story to drive better personal and business financial decisions
Learn data-driven insights about their customers’ financial behaviors and how they differ in an era of uncertainty and distrust
Understand how to apply the above insights to improve client communication and customer experience to attract and retain more business.
Change the way they think about how their emotions and environment impact their financial decisions to drive smarter decisions.
Signature Keynote #2
Winning Business in an Era of Distrust
In a market fueled by skepticism and economic anxiety, building trust with today’s consumers has become the number one key to growth. Trust has continued to decay across all market segments and industries. For the first time in history, the U.S. Trust Index dropped below 50%, making the default emotion according to the 2022 Edelman Trust Barometer, dropping 10% since just 2017.
In this session, Kristin Messerli will present her proprietary research findings, surveying over 3,000 NextGen consumers over the past three years, and proven best practices to build trust with consumers, based on her work with over 150 financial institutions and nonprofit organizations over the past decade. Her customizable presentation will include a three-part approach to evaluating and rebuilding trust through an empowering customer experience, educational marketing, and community collaboration.
Other Customizable Presentations
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Education has become one of the top priorities for financial institutions, as the gap in financial literacy continues to widen. In 2022, one in three Millennial and Gen Z consumers stated that they did not feel confident in their knowledge of personal finance, and only half reported that they have the financial advice and support they need to achieve their financial goals.
Speaker, Kristin Messerli, will present the business case for financial education in marketing and customer experience to win more business with NextGen consumers. She built and sold an educational marketing company, Cultural Outreach, where she delivered financial literacy materials and training to hundreds of lenders across the country. Participants will learn how to make financial literacy a competitive advantage in this eye-opening and gain practical takeaways to grow their business with NextGen consumers.
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While single women make up the second largest cohort of homebuyers today, there is still a significant divide across gender in NextGen finance. According to the NextGen Homebuyer Report, men were over three times more likely to be investing than women and reported less stress about their finances. Women also reported less trust in housing or finance professionals, less access to financial advice and support than their male-identifying counterparts. In this session, participants learn data-driven strategies for winning more business with NextGen women and how to recruit and retain female talent.
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How do you retain top, productive talent in today’s fast-changing workplace? In an era of Slack and Teams, the workplace has new challenges to building loyalty and productivity. In this session, Kristin Messerli shares why personal growth is often the missing ingredient to corporate growth initiatives and offers exercises and tips to build a winning workplace culture through connection.