Help Your Clients Harness the Power of Choice

“Stay diversified. Stay your course.” If you asked my clients to describe the one piece of advice they hear from me consistently, this would be it. It’s a simple yet powerful statement that embodies my investment philosophy. But it also underscores the importance of education and having access to sophisticated resources to help you stay focused on the road ahead. This level of education and support is just as important for financial advisors.

I speak at industry events all over the U.S. and help advisors give their clients the power of choice and financial prosperity. From industry trends to financial planning strategies, I pride myself on providing the educational content and positive, high-energy environment that allow advisors to grow and thrive professionally.

My passion is speaking and sharing my knowledge. I'd love to speak or host your next event.

Where I’ve Presented

Making Money in Media

Kimberly Foss was  a key speaker on the INN Super Conference’s “Making Money in Media” panel discussion. Foss shared simple ideas to help advisors create

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When faced with a crisis, many of us are vulnerable to rash financial decisions and bad advice. You must address divorce, widowhood and other personal upheavals with wisdom, grace and intelligence if you hope to successfully move forward to the next stage of your life. In this presentation, I draw on my professional knowledge and personal experience to explain the steps women can take to come out of a crisis stronger and more financially capable than ever.

Even the most successful women worry that they could lose it all in an instant. When thinking about retirement, some women become paralyzed by “bag lady syndrome”— the fear that, at some point, they’ll be broke, even if they are financially savvy, actively saving for the future and living well today. In this presentation, I explain the origins of the financial fear that grips so many women and discuss what they can do to combat it. My ultimate goal is to instill confidence in the audience so they can enjoy a secure financial future, no matter what happens.

Women live longer than men and are more likely to serve as caregivers to aging or ill family members. For those reasons and more, aging well is especially important for women, as it can mean a better retirement and a more secure future for their loved ones. In this presentation, I explain how wealthy women can plan for a healthy life, prepare for a potential family health crisis, care for aging parents and more.

Women are leaders in charitable giving and philanthropy. In fact, many successful women see giving back as an ethical responsibility. But if you’re fortunate enough to have wealth to share, how can you be sure that your giving efforts are having a positive impact on the causes you truly care about? We’ll discuss strategies that women can use to maximize their charitable giving in a meaningful way.

Don’t give away more of your money to Uncle Sam if you don’t have to. Instead, take advantage of basic tax planning strategies that can help you save thousands of dollars on your next return. Together, we’ll review the steps you can take today to keep more of what you earn.

Financial success is just the first step in building wealth that lasts a lifetime. In this presentation, I reveal the secret to keeping (and growing) what you already have so you can truly create lasting wealth that transcends generations.

As the face of your business in the digital age, you need to approach marketing itself like a media company. That means creating compelling, value-add content, and getting it in front of the people that matter. But simply appearing on TV shows just to plaster a logo on your website won’t add much value to the bottom line. In this presentation — designed for advisors, wealth managers and other financial professionals — I’ll share key strategies and techniques you can use to become a thought leader and increase exposure to your target client demographics.

Have a topic that is not listed or just want to talk it through? Contact me.

Meet Kimberly

Meet Kimberly Foss

The New York Times bestselling author and renowned financial expert who has inspired thousands to embrace the power of choice, build wealth with intention and increase abundance in their lives.

Wealthy by Design: A 5-Step Plan for Financial Security by Kimberly Foss ranked 7th in the “Advice, How-To & Miscellaneous” category of the New York Times Best Seller list on July 7, 2013, which can be accessed directly here. The designation of Kimberly Foss as a New York Times best-selling author is derived from this appearance. This recognition pertains to one particular category of the New York Times Best Seller list and refers to one specific point in time (ranking on weekly list reflect sales for the week ending June 21, 2013). The citation of the book on the New York Times list is not owned or controlled by Empyrion Wealth Management.

As noted in disclaimers above, the book’s appearance on this list and Kimberly Foss’s recognition as a New York Times best-selling author are standard information provided for general purposes only. It is not a reflection of, or a claim to, any particular investment expertise, nor does the book’s author make any warranties with respect to its use, nor should Wealthy by Design be construed as an advertisement under the auspices of Rule 206(4)-7 of the Investment Advisers Act of 1940.

For more information on the New York Times methodology for selecting best sellers, please refer to the information on their site.