Meet Your Speakers

Dr. Sarah Asebedo  | School Director and Associate Professor, School of Financial Planning in the College of Health and Human Sciences at Texas Tech University |  

Sarah Asebedo, Ph.D., CFP®, is the Director of the School of Financial Planning and an Associate Professor in the College of Health and Human Sciences at Texas Tech University. With extensive financial planning experience in a fee-only RIA providing comprehensive financial planning to individuals and families, her goal is to connect research and financial planning practice. She is spearheading research focused on financial planning theory, client relationships, and financial health.

Keynote

Why Clients Don’t Follow Your Advice (Even When It’s Good Advice)

Advisors put significant thought, care, and expertise into their recommendations, yet clients do not always follow through. If you have ever found yourself wondering “Why isn’t this sticking?” you are not alone.

In this keynote, Dr. Sarah Asebedo explores the gap between advice and action through the lens of financial self-efficacy, behavior change, and Financial Planner Client Interaction Theory. This session sheds light on how clients actually process advice, what influences their confidence to act, and why even well-designed recommendations can fall short.

This keynote will help you better understand what is really happening on the client side and how small shifts in approach can lead to more meaningful follow-through and stronger advisor-client relationships.

Keynote

Money is a Mirror: A Theatrical Keynote Experience

What if the same underlying motivations shaping your financial decisions are also quietly shaping your relationships, career, and sense of possibility?
 
In her first decade as a financial planner at Pleasant Wealth, Liz Hand, CFP®, ACC began noticing patterns in how her clients made financial decisions. After a series of personal breakthroughs, she uncovered what had been keeping her stuck and the motivations behind her own similar behaviors. Through hundreds of mindset coaching conversations with financial planners, she distinguished how these patterns shape not only client behavior, but also the way the industry itself shows up; it’s a mirror.
 
What becomes possible when advisors and clients are no longer driven by these unconscious motivations, but instead have greater freedom and choice?
 
Money Is a Mirror invites you to see money as a reflection of how you show up in life and relationships, and what becomes possible when you choose differently.

Liz Hand, CFP®, ACC | Creator, Money is a Mirror  |  

Liz Hand, CFP®, ACC is the CEO of Pleasant Wealth, where she helps individuals navigate financial decisions with clarity and confidence. Blending financial planning with executive coaching, her work focuses on the connection between money, behavior, and life transitions through her “Soul & Structure” approach. She is the creator of Money Is a Mirror, a theatrical keynote experience that reimagines the way we think about money, inviting audiences to see it as a reflection of how they show up in life and relationships.