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CFASP Luncheon: "New Word Order" with Lisa Kueng

Event Description

Please join us on February 20, 2019, at the University Club for a presentation by Lisa Kueng - "New Word Order" - in which Lisa will help us all better connect with skeptical investors using the largest study ever done on the language of financial services.


Which words resonate with investors today? "Dream retirement" or "comfortable retirement"? "Financial freedom" or "financial security"? "Investment solutions" or "Investment strategies"? Invesco Consulting joined forces with the word specialists and political consulting firm, Maslansky + Partners, in an effort to help financial advisors communicate more effectively with their clients.


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 Type


Education Topic


Start Time

2/20/2019 12:00 PM

End Time

2/20/2019 1:30 PM





Event Country


Event Region


Location Info

University Club of Portland
1225 S.W. Sixth Avenue
Portland, Oregon  97204


Lisa Kueng

CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



All Day Event





Content Type: MyCFA Calendar
Created at 1/11/2019 1:45 PM by
Last modified at 1/11/2019 2:12 PM by