FINANCIAL PROFESSIONALS

“Nancy’s message speaks to the uncertainty of life, the importance of planning and insurance, and the power that financial professionals hold to help their client’s get back on their feet after a loss. Her program will resonate with advisors and professionals as they work with their clients, and, as they, too, work to overcome challenges in their businesses.”

-Lucila Williams CFP President, Lotus Financial Partners February 3, 2017

YOUR WORK MATTERS…

Half of all Americans have no financial plan in place.

More than one in four (26%) Americans feel
“too busy” to think about long- term goals.

Whether you work in corporate finance, investment banking, venture capital, financial planning, or insurance, your goal at the end of the day is to maximize value and minimize financial risk. Loss and gain are realities in your business, and long-term success requires planning for life’s uncertainties.

Nancy Sharp’s programs are ideal for conferences, businesses in the midst of transition, downsizing, and mergers/acquisitions, and high-achieving groups looking for fresh insights and tools to keep them on the winning track.

NANCY SHARP’S PROGRAMS FOR FINANCIAL, INSURANCE, AND BUSINESS AUDIENCES TEACH:

  • How to cultivate wide perspective
  • How to welcome risk and uncertainty
  • How to deepen empathy for end users
  • How to summon resilience
  • How to maintain a growth mindset even amid unsettled times
  • How to make change and regularly adapt to it
IT'S PERSONAL

Nancy’s first husband Brett died of a brain tumor when she was thirty-seven and the couple’s twins not even three years of age. As an executive at Time Warner and McGraw-

Hill, Brett had always taken pride and stewardship in managing the family’s finances. But as his disease progressed, financial security was among Nancy’s paramount fears, particularly since they had no life insurance. Brett was diagnosed before the couple had children. Who imagines the randomness of a terminal illness when you are young and full of hope for the future?

Eventually, a social worker at the nonprofit group Cancer Care led Nancy to a financial advisor who helped to create a comprehensive plan. This important relationship allowed Nancy to focus her energies on her family during the last months of Brett’s life rather than worrying about future practicalities. That same financial advisor has supported Nancy through life’s biggest milestones, including a move across the country, remarriage, planning for college for her twins, and retirement.

AUTHENTIC, IMPACTFUL, RESULTS-ORIENTED

Nancy draws upon lessons from her own powerful story, over two decades working in the communications industry, and research and insights from bold visionaries to help leaders and organizations stop playing safe and narrow and start thinking long and wide.

Clients who hire Nancy can expect to: drive their performance; attract new clients; motivate their teams; and identify and act upon what it means to live and lead well.

Clients repeatedly comment on Nancy’s authentic message and warm, conversational, interactive presentation style.

Nancy welcomes the opportunity to empower your audience to take bold steps forward… steps that bring lasting, positive change in business and life.