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Date
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Agave Hall (Expo location)

Your practice and more

An afternoon of actionable takeaways to help your business grow. We start with a two-hour, interactive "story-selling" workshop with author, tech & sales coach, Jennifer Morgan and then dive into personalized portfolios. 

Session speakers

Jennifer
Jennifer Morgan
CEO & Founder, Connective Communication, LLC
Jennifer Morgan
CEO & Founder, Connective Communication, LLC
Jennifer Morgan is a sales, presentation and technology coach, facilitator, author and keynote speaker. She is an award-winning international coach, mentor and partner who assists with up-skilling clients for real time results, over 45,000 to date. CEO & Founder of Connective Communication, LLC with 15 years working internationally in finance based in New York City. Training and coaching extend to 16+ countries. Most recently Jennifer spent 10 years at JPMorgan Asset & Wealth Management as a Sales Coach, and Global Head of Asset Management technology training, partnering to assist revenue generators with closing deals into billions of USD. Previously at Citigroup in the COO office and prior streamlined projects for measurable results at Credit Suisse. Jennifer brings a fresh perspective to every interaction and believes each communication is to be treated as the first connection. Jennifer flexes her styles based on audience need and is embarking on a new chapter into coaching full time with a mission to aid seasoned experts to those newly entering the workforce. She has measured results which incorporate neuroscience and research. She is a Certified Coach in Executive & Leadership from Columbia University, an International Coaching Federation (ICF) Associate Coaching Certificate (ACC) and holds a BA from Western Washington University in Communication, Public Relations. She has been fortunate to work with TEDx, coaching speakers to elevate their idea.
Practice Management

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Connect with other financial services professionals, experts, and Thought leaders. Grow your network at Exchange.

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