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Education Luncheon - Women in Finance Series - Lisa Kueng

Event Description

Education ​Luncheon featuring keynote speaker Lisa Kueng

Women in Finance Series: Your Prospective Picture – Fresh Perspectives Designed to Create Momentum with Female Clients

​Invesco Consulting's Lisa Kueng will headline CFA Hartford's Fall 2019 Women in Finance event.  The co-author of "Picture Your Prosperity – Smart Moves to Turn Your Vision into Reality," Lisa Kueng will share strategies for successfully connecting and working with female investors.  Using cutting-edge market research and field testing, Invesco Consulting finds that satisfied female clients are likely to provide ten times as many referrals as men and maintain their relationships with their financial advisors that last three times longer than their male counterparts.  In addition, financial advisors who show interest in their female clients' families and aspirations are 42% more likely to earn those clients' trust and respect.    


Kueng Headshot 02.jpg 

Lisa Kueng, Director of Creative Campaigns, Invesco

Lisa is a national speaker and the developer of many of Invesco’s practice-building programs including the “Your Prosperity Picture” workshop for women investors, “New Retirementality,” and “T.E.A.M. Dynamics.” She is co-author of the book, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality.*

Lisa has been a keynote presenter at hundreds of industry conferences, as well as a Pennsylvania Treasury Department
statewide tour and “The Possible Woman” Conference with Ann Richards. She has been featured in media including Business Week, the New York Times, NBC News Philadelphia, NPR’s “Marketplace Weekend” and Fund Marketing Alert. Lisa is also trained as an improv actor and occasionally writes  comedy sketches for Invesco-hosted meetings.

Prior to joining Invesco in 2010 when the firm combined with Van Kampen Investments, she spent 12 years with Van Kampen’s Consulting Group, (now known as Invesco Consulting), a group dedicated to helping financial advisors get, keep and grow business. Before that she completed a ten-year stint in advertising account management, including a two-year engagement as an account supervisor at DDB Worldwide. Lisa holds a BS in journalism with a concentration in speech communications from the University of Illinois and earned her Registered Corporate Coach designation in 2004.

She is currently a member of the Invesco Women’s Network, a volunteer for One Million Degrees and a regular guest speaker at Loyola University in Chicago. Lisa lives in downtown Chicago with her family. In her free time, she enjoys reading, going to the theatre and eating. To counteract the latter, she has taken up running.

Event sponsored by INVESCO

Event Type

Society; Educational; Featured

Education Topic

Private Wealth Management

Start Time

11/5/2019 12:00 PM

End Time

11/5/2019 1:30 PM

Event City

Hartford

Event State/Province

CT

Event Country

USA

Event Region

Americas

Location Info

​The Goodwin Hotel

1 Haynes S
Hartford, CT 06103

Speaker

Lisa Kueng

CE Credits

1.5

SER Credit

 

Currency

 

Member Price

10.00

Non-Member Price

30.00 early registration to 10/28

Candidate Price

20.00 early registration to 10/28

Registration

 rates increase by $5.00 per ticket after 10/28/2019

Register Now

All Day Event

 

Recurrence

 

End

11/5/2019 1:30 PM

Event Link

Women in Finance Series - Your Prospective Picture featuring Lisa Kueng

Event Link Leads To New Tab

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Event Short Info

Your Prospective Picture – Fresh Perspectives Designed to Create Momentum with Female Clients​.  Co-author of "Picture Your Prosperity – Smart Moves to Turn Your Vision into Reality," Lisa Kueng will share strategies for successfully connecting and working with female investors. 

Attachments

Content Type: MyCFA Calendar
Created at 8/19/2019 7:33 AM by administrator@hartfordcfa.org
Last modified at 10/12/2019 1:21 PM by administrator@hartfordcfa.org