Prior Speeches

Tracy is an experienced speaker and facilitator. Her speeches offer unique and actionable insights that create the framework for a vibrant dynamic business and have been enthusiastically received in the financial planning community.

Tracy’s speeches can be customized in length and content to fit a variety of agendas. Here are a few of the topics Tracy has presented at various national conferences:

The One Page Business Plan: Revolutionizing Strategic Planning

On Target: How a Unified Portfolio of Clients Can Optimize Your Business

Essential Alignment: Reengineering Firm Success

Essential Alignment: Reengineering Success for Firms of all Sizes

Mastering Ideal Client Relationships: The Essential Formula

Thriving in Turbulent Times: The Power of Alignment

Right Clients, Skyrocketing Returns

Creating an Effortless Outrageous Business

Mastering the Effortless Outrageous Business Philosophy

How Good Advisors Become Great

Tools for Creating an Effortless Outrageous Business

The following descriptions of Tracy's speeches have appeared in national conference brochures:

The One Page Business Plan: Revolutionizing Strategic Planning

Is your multi-page strategic plan collecting dust in the file cabinet or sitting idle on your hard drive? Create a vibrant single page business plan that will energize, inspire and align your entire firm with a dynamic straightforward call to action. This elegant and creative planning process motivates employee ownership of immediate, interim and stretch goals with a clear fresh strategy that will simplify and clarify decision-making and prioritization.

The centerpiece of this presentation is a dynamic quarterly review process that will bring your plan to life, keep your firm focused and moving effortlessly towards your most important goals. As an added bonus, three nationally known advisors, Cheryl R. Holland, CFP®, RP® of Abacus Planning Group, Inc., Charles D. Haines, Jr., MBA, CFP® of Kinsight, and Dana L. Pingenot, CFP®, CLU of Lee Financial Corporation, have generously offered to submit their one page business plans as examples for this working session.

This session will not be recorded and is designed to deliver a strategic planning system that will produce lasting results and benefits for years to come.

James Collins states:

"Building a visionary company requires 1% vision and 99% alignment." What's the alignment ratio in your firm?

The One Page Business Plan: Revolutionizing Strategic Planning

Is your multi-page strategic plan collecting dust in the file cabinet or on your hard drive? Create a vibrant single page business plan that will energize, inspire and align your entire firm with a dynamic straightforward call to action. This elegant and provocative business plan and process motivates employee ownership of immediate, interim and stretch goals with clear fresh strategy that will simplify and clarify decision-making and prioritization.

On Target: How a Unified Portfolio of Clients Can Optimize Your Business

It is likely that today, in your firm, 80% of your revenue is coming from only 20% of your clients. Exploring this largely overlooked and startling statistic can inspire you to change the way you do business.

• Discover the hidden costs of serving a diversified portfolio of clients Understand the implications of the 80/20 Rule and what it means for your firm
• Learn how leveraging your best clients will simplify decision-making, clarify your brand and maximize your resources

Essential Alignment: Reengineering Success for Firm Success

Discover a simple elegant formula that challenges industry-wide beliefs about productivity and profitability. This thought-provoking presentation reveals how to uncover practice inefficiencies, leverage your resources and unleash the hidden potential within your firm. Whether you are managing millions or billions, the Essential Formula outlines courageous choices that result in increased profitability, outstanding service, a vibrantly aligned business and a soul satisfying life.

Every advisory business, regardless of size, faces challenges with respect to efficiency. After coaching advisors for 17 years, Tracy Beckes developed the Essential Formula, a comprehensive model that challenges industry-wide beliefs about productivity and profitability. From client selection to streamlining process, learn how to uncover practice inefficiencies and how minor corrections will align your business for success.

Mastering Ideal Client Relationships: The Essential Formula

Master this simple, elegant formula for client selection and firm management that unleashes the hidden potential in your firm and positively impacts your revenue, your staff, your personal life and your future success. Be among the first to profit from the most overlooked opportunity in the industry!

Mastering Ideal Client Relationships: The Essential Formula

About the Program:
Regardless of the size of your firm or your tenure in the industry, this is a presentation you cannot afford to miss! Seasoned advisors will discover an elegant formula to propel their business to another level. New advisors will save years of trial and error learning. All advisors will be given a tips and tools for not just surviving but thriving in turbulent times. Mastery of ideal client relationships unleashes the hidden potential in every firm. Be among the first to profit from the most overlooked opportunity in the industry!

You Will Learn About:

Why your client selection criteria is more strategic than you realize.

What the hidden costs are of serving the wrong client base.

How your client selection process impacts your revenue, your staff, your personal life and your future success.

How to effectively define, attract and retain ideal clients.

How advisory firms create true value by examining client relationships from five unique perspectives.

How to delicately, graciously and professionally handle conversations with less than ideal clients.

Thriving in Turbulent Times: The Power of Alignment

In times of economic turmoil, we all yearn for steady footing. Business Coach, Tracy Beckes, reveals her simple, yet profound formula that unleashes the hidden potential of any firm. Seasoned advisors will propel their business to another level. New advisors will save years of trial and error learning.  Regardless of your tenure in the industry or the scope of your business, this is a presentation you cannot afford to miss!

Learn to see the hidden untapped potential in every firm.

Learn the essential formula for maximizing your business.

Learn how to streamline your business and enhance your productivity.

Learn how to make conscious choices that will propel your business to another level.

Learn how to thrive during uncertain times.

Right Clients, Skyrocketing Returns

About the Program:
Regardless of whether you are managing millions or billions, watch your profitability soar when you master this simple, elegant formula for selecting the "right" clients. Seasoned professionals and new advisors will discover how to unleash the hidden potential in any firm by challenging industry-wide beliefs and accepted management practices that hinder productivity and net profits. Learn how your client selection process impacts your revenue, your staff, your personal life and your future success. Be among the first to boost your bottom line by taking action on the most overlooked opportunity in the industry. This is a presentation that you cannot afford to miss!

You Will Learn About:
Learn how to define, attract and retain the "right" clients
Learn how to streamline your business and enhance your productivity
Learn about the hidden costs of serving the wrong client base
Learn how to make conscious choices that propel your business to another level

Who Should Attend:
This presentation is designed to unleash the hidden potential of every firm regardless of size or tenure in the industry. New advisors will save years of trial and error learning; seasoned advisors will develop an elegant model that propels their business to another level.

Supplementary Program Materials

At the conclusion of the program, participants may request the following items:

Life Goals Wheel

Engagement Standards Q&A

Engagement Standards Template

Effortless, Outrageous Business assessment tool

Creating an Effortless Outrageous Business

Feeling like a servant to your business? Ready for a business that supports an extraordinary life? Reconnect with your original passion, internalize an energizing philosophy, and leave with practical tools to create a business and life you love. Tracy Beckes, MBA, an experienced coach to financial advisors nationwide, will not only help you lay the foundation for designing phenomenal Engagement Standards, she’ll assist you in creating the framework for a satisfying and spacious business.

Mastering the Effortless Outrageous Business Philosophy

Take your business to the next level. Create a deeply satisfying business by reorienting it around the things that energize you and bring out your best. Learn simple and effective techniques to unleash your natural abilities to build a vibrant business, one that supports an inspiring lifestyle and an energized relationship to your work.
 

Tools for Creating an Effortless Outrageous Business
Are you ready to create your ideal business and life? Join Tracy Beckes, renowned business coach, as she shares proven tips and strategies guaranteed to move you from overload to overdrive. Discover how her clients have used their natural abilities to work effortlessly and perform at their best. Tracy has mastered the secrets of leveraging business resources, utilizing other people’s skill-sets, and working solely from strengths. Learn how to employ low-tech, mid-tech and high-tech strategies to automate, delegate and eliminate everything that does not enrich your life. Once you understand this new paradigm and make a commitment, it will become easier to adopt the systems, structure and support you need to handle your life and truly soar. You’ll take away innovative ideas, insights and checklists designed to help you create an effortless, outrageous business and life today.
 

How Good Advisors Become Great
What makes a great advisor great – and how can you continually emulate those qualities? Tracy Beckes, a highly acclaimed business coach in the financial services industry, knows the secret of the three "C's" that keeps great advisors at the top of their game. In this thought-provoking presentation, she’ll share insights and observations to inspire you to create your own unique formula for client success. Whether you are a tenured advisor or new to the business, you’ll leave with a renewed sense of energy, vision and zest. It’s all about chemistry – apply Tracy’s insights and ideas and create your own powerful client connections.
 

Engagement Standards: Proven Strategies for Increasing Your Success
Engagement Standards are the guidelines and parameters your clients use to get the most value and benefit from your advisory service. In this session you will learn how to develop and use powerful Engagement Standards so that you, your staff and your clients benefit.

How to Find and Partner with a Great Coach
Effective Coaching can make a real difference in your life and business. How can you take advantage of this powerful resource to get the dramatic results that you desire? A pioneering coach will share "Everything You Need To Know" to get what you personally want with coaching. 

Tracy’s speeches can be customized in length and content to fit a variety of agendas. She has offered this material as a keynote speech, a one- to two-hour breakout session, and as extended interactive workshops lasting one to three days. There are ten different dimensions of the Effortless Outrageous Business philosophy that can be covered in varying levels of detail, which allows for flexibility in the presentation.

Prior Speeches

Media Resources