Financial Services
Strategic Visibility Expert | Author, Bragging Rights

LISA BRAGG•

What if your best people were finally impossible to overlook?

Think about the advisor on your team who has decades of expertise, genuine client care, and a track record that speaks for itself. Now ask honestly — can they articulate what makes them different? Not just to clients. To colleagues. To leadership. To an algorithm deciding whose name surfaces first.
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If the answer gives you pause, you're not alone. And that's exactly where Lisa starts.

✓ Trusted by BMO, CIBC, RBC, ATB, Raymond James, GE Vernova
✓ Research across 23 countries — including financial services professionals
✓ Cross-border authorized for seamless US & Canada bookings
See the ProgramsBook Lisa
Lisa Bragg speaking on stage

How much is invisible expertise costing your organization right now?

The best don't always win. The visible do.

Why Financial Services Teams Choose Lisa•

Imagine your next event ending differently

Not with people feeling inspired for a week before reverting. With your people walking out knowing exactly how to position themselves in the next conversation that matters. That's what changes when visibility becomes a skill instead of a personality trait.

Your sector, your proof

 BMO: 6+ years. ATB: 4 years. Plus CIBC, RBC, RBC Wealth, and Raymond James. And a GE Vernova session where international lenders from Canada, the US, Scandinavia, Germany, and beyond were in the same room — and the frameworks landed across all of them.

Every level of your organization deserves to be seen

Your advisors win more clients when they can articulate their value. Your internal teams become more resourced and influential when leadership can see what they actually contribute. Your senior leaders move faster when their teams stop hiding expertise in silos. What would it mean if all three were true at once?

What's it costing you when your people can't speak up?

Think about the last time your organization lost something it should have won. A client. A talent. A deal. Was it really about capability? Or was it about who was clearer, more visible, easier to trust? That's the visibility gap. It's not a soft problem. It's a business problem.

How will your people show up in an AI-mediated market?

When a client searches for expertise, an algorithm decides who surfaces first. How would you feel if your competitors' advisors came up before yours — not because they're more capable, but because they've learned to make their expertise discoverable? That gap is opening right now. Lisa helps financial services professionals get to the other side of it.

Trusted by leading institutions
BMO
CIBC
RBC
ATB Financial
Raymond James
Sun Life
Burgundy
GE Vernova
IFC-World Bank

Your best people are invisible. That's costing you.

01

Top advisors lose deals to louder competitors

Clients choose advisors who position themselves clearly — not necessarily the ones with the best track record. If your team can't articulate their expertise fast, someone else wins.

02

Rising leaders plateau — not from lack of skill, but lack of visibility

Your high performers do exceptional work. But if they can't communicate that value upward, laterally, and externally, advancement stalls. The promotion goes to someone more visible.

03

Teams are siloed — the right expertise never reaches the right client

Knowledge stays trapped. Teams reinvent solutions someone already solved. Internal collaboration slows. Clients don't see the full depth of what your organization can deliver.

Four Proven Programs

Keynote experiences built for financial services.

Each program can be delivered as a keynote, workshop, or multi-session series. All are customized to your team, your clients, and your competitive context.

Lisa's programs aren't generic leadership content repainted for your industry. The frameworks come from years of work inside financial services organizations. The examples, the language, and the situations are ones your people will recognize immediately. Four programs, each built to leave your team with something they use the next day.

The Speed of Opportunity

How to be top of mind on the mental rolodex of others

In financial services, opportunity rarely goes to the most capable person in the room. It goes to the one who came to mind first. This keynote shows how to make expertise visible, relationships stickier, and trust easier to earn — so when opportunity calls, your people are already the answer.

What your team walks away with
→ How to be the obvious choice when clients search for expertise
→ How to go from service-based or transactional thinking to experiential and transformative
→ How to use AI-era visibility strategies to accelerate pipeline

The Recognition Gap

A high-impact keynote that makes value obvious without forced self-promotion

Based on research with 400+ professionals across 23 countries, this interactive keynote gives financial services teams a shared language for communicating value with clarity and confidence. Participants complete a rapid Visibility Diagnostic, discover their visibility pattern, and leave with frameworks they can use immediately in client conversations, internal meetings, and leadership moments.

What your team walks away with
→ How to articulate value without feeling cringy
→ How to make complex expertise clear and compelling to clients
→ How to communicate impact so contributions get recognized internally

Bragging Rights

Why Good Work Is No Longer Enough

In financial services, good performance doesn't automatically lead to recognition, advancement, or client retention. The advisors and leaders who get ahead are often the most clearly positioned, not the most capable. Bragging Rights takes teams up Cringe Mountain to explore what not to do, then delivers the practical language frameworks that make value clear without the cringe.

What your team walks away with
→ How to talk about accomplishments with confidence — not arrogance
→ Where the line is between authentic visibility and cringey self-promotion
→ How to position work so contributions get recognized and rewarded

The Brilliance Exchange

Turning Strangers Into Allies, and Awkward Into Opportunity

The best client events and leadership retreats have the same problem: smart people in the same room, but real connection doesn't happen fast enough. The Brilliance Exchange changes the energy in minutes. Instead of telling people to network, Lisa gives them a simple, repeatable way to connect through recognition. Perfect for client appreciation events, leadership offsites, events where you want to celebrate each other, and association conferences.

What your team walks away with
→ How to turn introductions into instant credibility and connection
→ How to recognize others in a way that creates real follow-up opportunities
→ Language frameworks that make networking feel natural, not forced

Results that stick.

“The energy in the room was contagious, and you left everyone wanting more•”

Lisa Applegath, CIBC Private Wealth - Wood Gundy

“Professional, collaborative, genuinely invested•”

It was an absolute pleasure having Lisa Bragg join us as a featured speaker at GE Vernova’s Bank Day event, “Powering Partnership.” Lisa engaged our leadership team and relationship bankers with an inspiring session on the importance of taking pride in your work and confidently sharing your accomplishments. Her message truly resonated with our group — encouraging authenticity, confidence, and connection in how we build and celebrate success together.

Lisa was incredibly easy to work with throughout the planning process — professional, collaborative, and genuinely invested in understanding our audience and objectives. Her delivery was dynamic and relatable, leaving a lasting impression on everyone in the room.

We are grateful to now call Lisa not only a valued partner, but also a new friend. I highly recommend Lisa Bragg to any organization looking to motivate, empower, and bring out the best in their teams.

Lynda McGoey, Executive, GE Vernova

“We look forward to partnering again across our footprint•”

Tim Yu, Organizing Partner - BMO for Women

Why Lisa. Why Now.

Twenty years building visibility systems for organizations — first as a TV journalist deciding who got airtime, then as a CEO competing at the speed of opportunity. Lisa's frameworks are research-backed, field-tested, and built for financial services teams who can't afford to stay invisible.

Let's Talk•

Jason, Business Manager

Hello@LisaBragg.com416-520-4229