Let Kristin help your audience

Thrive in Uncertain Times

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 Keynotes & Workshops

The Trust Deficit

Today’s top professionals are losing business not because of their products or prices, but because of a hidden epidemic: The Trust Deficit. Today's consumers are overwhelmed by choice, paralyzed by information overload, and operating from a place of deep skepticism about financial institutions.

Drawing on research with over 7,000 consumers and her background in social work, Kristin reveals how the modern buyer's mind experiences the mortgage process. She unpacks why capable clients stall, avoid, and disappear, then provides her proprietary TRUST Framework, a 5-step system for transforming client friction into connection, confidence, and closed deals.

Cracking the Code

The commoditization trap is real. Someone else will always be able to win when it comes to rate or efficiency. Your differentiation is in your ability to understand the person behind the application.

Every consumer operates from a unique Financial Archetype that shapes how they process information, evaluate risk, and build trust. Drawing on behavioral psychology and real-world case studies, Kristin reveals her Money Archetype framework that transforms commoditized providers into trusted guides. Learn how to instantly diagnose a decisive "Director," detail-oriented "Watchmaker," collaborative "Collaborator," or security-focused "Guardian"—then adapt your approach to match their decision-making style.

Authenticity in the Age of AI

As AI reshapes our world, the most valuable human skill is the ability to build trust. This isn't about fighting technology; it's about leading with humanity.

Drawing from behavioral science and communication design, Kristin provides a powerful framework for embedding authenticity into your digital strategy. She demonstrates how AI, when used correctly, can be the most powerful tool we've ever had for creating personalized, accessible, and empathetic experiences—especially for the anxious / avoidant clients and employees.

Other Customizable Presentations

Millennials and Gen Z are redefining homeownership with new values, priorities, and expectations for the housing market. In this forward-looking session, attendees will gain a comprehensive understanding of the shifting demands of NextGen homebuyers and the market dynamics influencing their decisions. Attendees will leave with the tools to connect with this audience by aligning experience, communication, and marketing strategies with their evolving values.
Women are a growing force in homeownership, yet they face unique financial challenges and decision-making processes. As housing and mortgage professionals, understanding the financial trends, barriers, and motivations of women homebuyers can help you better serve this influential demographic. This session will provide participants with new research and best practices on how to design better housing and finance solutions for Millennial and Gen Z women to boost sales and revenue.
In a world of endless notifications, instant gratification, and information overload, our brains are fundamentally changing—and so is our relationship with money. This session dives into the "Modern Mind" to help you understand why traditional financial advice and sales tactics are failing. We'll explore the cognitive challenges facing clients today, from executive function struggles like ADHD that make a complex process like a mortgage feel like a nightmare, to the lasting impact of "financial trauma" that triggers a "fight or flight" response to even simple decisions. You'll learn how to move beyond generic advice and build genuine trust by recognizing these underlying issues. Discover practical strategies for communicating with a lower attention span, demonstrating transparency, and creating a more compassionate, effective process that turns distrustful clients into lifelong advocates.

“Kristin’s approach to building trust is both refreshingly innovative and deeply essential. With a rare blend of empathy and authority, she commands the stage and captivates the room. Her infectious energy and clear, actionable strategies reshape how professionals build genuine, lasting connections with their clients.”

- Dr. Meg Myers Morgan, Award-winning Author | Keynote Speaker | Executive Coach
“Kristin is a fantastic presenter. We have partnered with Kristin for over 8 years to deliver presentations and research, and our customers are always asking for more. ”
- Ralph Remy, Director of Digital Experience at National MI
“Kristin brings energy and a unique perspective to the stage. I have worked with her for over 10 years, and she always brings incredible thought leadership and value to the companies she works with.”
- Dave Savage, Chief Innovation Officer, Mortgage Coach and Sales Boomerang