What people are saying…

Wise, Engaging, Insightful, Gracious

“We were delighted to have Bobbi talk at our Women’s Financial Salon… This practical topic resonated with our clients, who were interested in learning how to apply Bobbi’s savvy advice when dealing with their children and grandchildren. She was wise, engaging, insightful, and gracious.”

-Karen Altfest, Altfest Personal Wealth Management

An Authentic Conversation About Money

“We loved working with Bobbi to bring to life an incredible activation for Chase and The Riveter. As Chase opened a new branch, we wanted to bring together families for an authentic conversation about money, kids and education. Bobbi delivered. We filled the room and local parents were genuinely engaged given Bobbi's fast-paced, information-packed presentation.”

-Amy Sterner Nelson, Founder, The Riveter

Did A Terrific Job

“Bobbi was the host for a full day of our THINK conference in New York, and did a terrific job in familiarizing herself with different business models, interviewing keynote speakers, staying on message and charming the audience. We’ve already invited her to host another event for us!”

-Joe Franklin , VP, Experiential Marketing and Engagement, CO-OP Financial Services

Always Exceeds Expectations

“Bobbi was a fantastic business partner and always exceeded expectations. She's a wealth of knowledge on all things personal finance. Her expertise aligned perfectly with our company mission and allowed for great synergy, which ultimately led to strong results.”

-Tally

Thought Provoking & Inspirational

“Bobbi spoke at our office to our entire staff. Her presentation was both entertaining, thought provoking, and inspirational. Her easy to follow approach mixed in with humor really made the time fly. It was the perfect accompaniment to her book. Everyone, regardless of age or current financial status was able to walk away with something to do and something to learn more about!”

-Brian Murray, Likeable Media

Relatable, Approachable and Fun

“Bobbi led a workshop for college women at Her Campus's Her Conference. Her relatable presentation made the often-intimidating topic of being a financial grownup relatable, approachable and fun to learn about for our attendees. We received such great feedback!”

-Cara Chiaramonte, Manager, Community Development, Her Campus Media

Consider This A Huge Success

“You did an amazing job last night! We’ve heard great feedback from our members, and I know they will love the book as much as I did. Also, typically at J.P. Morgan events people don’t stay for the book signing portion, so based on the long line of individuals waiting to meet you I consider that a huge success.”

-Harry Stone, J.P. Morgan Chase

Created The Perfect Casual Atmosphere

“Bobbi did an exquisite job moderating the panel at the recent Women Rainmaking: Solutions for Success. She created the perfect casual atmosphere that felt like the panelists were having a chat with the audience members as if they were old friends. Bobbi teased out key points from one panelist and used them nicely to transition the follow-up question to another panelist.”

-Natalie Runyon, Thomson Reuters

One-Of-A-Kind Workshops That Make Money Management Fun

“Bobbi's workshops are one-of-kind multimedia experiences that make learning the basics of money management super fun. While the room was packed, Bobbi had the audience totally engaged and made everyone feel like she was there for them. She had everyone smiling, laughing and learning the whole time.”

-Morra Aarons-Mele, Founder, Women Online

Took The Time to Connect & Personalize

“In addition to giving an inspiring keynote on the importance of ‘financial wellness,’ Bobbi took the time to connect with our event attendees and personalize her talk based on these conversations. Her ability to hone in on key pain points from the audience made her presentation one of the most talked about of the event.”

-Kristin Luck, Founder, Women in Research

Wonderful Moderation

“Bobbi – thank you for your beautiful orchestration of our panel. One person at cocktails asked me if we were all old friends. I laughed and said yes we all will be but the truth is we met at 5:15 pm. This is evidence of your wonderful moderation.”

-Sophia Yen, KPMG

An Educational, Engaging, Personal Talk with Actionable Takeaways

“Bobbi is among the best we've worked with. Throughout the planning process, she was easy to communicate with and was laser focused on not only capturing the topic but also adding in her ideas and fresh perspective to the assignment. Once on the main stage, she was the epitome of professionalism and delivered exactly what we were looking for -- an educational, engaging, personal talk that gave our attendees actionable takeaways. We’d highly recommend Bobbi as a main stage speaker for other events!”

-Jessica Bufkin, CEO, FinCon

Productive & Thoughtful Financial Wellness Conversations

“I sought out Bobbi as a partner for a high stakes client project engaging with an organization’s most generous donors and their families. Bobbi leverages her expertise and natural warmth to help multigenerational families feel comfortable talking about an uncomfortable topic: money. Using case studies and real life examples, she facilitates productive and thoughtful financial wellness conversations. Bobbi is dedicated to your project outcomes and organization’s success.”

-Shanna A. Hocking, Founder and CEO, Hocking Leadership

Helped Inspire Our Attendees

“Many thanks for bringing your innovative insights to this year’s THINK conference in New York. Your presence helped inspire our attendees to embrace new technologies and new ways to work. As part of this year’s team of transformation experts, you’ve helped guide the digital transformation journeys of hundreds of credit union leaders from around the country.”

-CO-OP Financial Services