Reviews For Financial Wellness Strategies

Rating: 5/5 - 12 reviews
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  • Rating: 5/5

    Morra Aarons-Mele, Founder, Women Online

    Customer  | 5/13/2024

    Bobbi's workshops are one-of-kind multimedia experiences that make learning the basics of money management super fun. While the room was packed, Bobbi had the audience totally engaged and made everyone feel like she was there for them. She had everyone smiling, laughing and learning the whole time.

  • Rating: 5/5

    Jessica Bufkin, CEO, FinCon

    Customer  | 5/13/2024

    Bobbi is among the best we've worked with. Throughout the planning process, she was easy to communicate with and was laser focused on not only capturing the topic but also adding in her ideas and fresh perspective to the assignment. Once on the main stage, she was the epitome of professionalism and delivered exactly what we were looking for -- an educational, engaging, personal talk that gave our attendees actionable takeaways. We’d highly recommend Bobbi as a main stage speaker for other events!

  • Rating: 5/5

    Tally

    Customer  | 5/13/2024

    Bobbi was a fantastic business partner and always exceeded expectations. She's a wealth of knowledge on all things personal finance.

  • Rating: 5/5

    Natalie Runyon, Thomson Reuters

    Customer  | 5/13/2024

    Bobbi did an exquisite job moderating the panel at the recent Women Rainmaking: Solutions for Success. She created the perfect casual atmosphere that felt like the panelists were having a chat with the audience members as if they were old friends. Bobbi teased out key points from one panelist and used them nicely to transition the follow-up question to another panelist.

  • Rating: 5/5

    Harry Stone, J.P. Morgan Chase

    Customer  | 5/13/2024

    [Bobbi] did an amazing job last night! We’ve heard great feedback from our members. Also, typically at J.P. Morgan events people don’t stay for the book signing portion, so based on the long line of individuals waiting to meet you I consider that a huge success.

  • Rating: 5/5

    Kristin Luck, Founder, Women in Research

    Customer  | 5/13/2024

    In addition to giving an inspiring keynote on the importance of ‘financial wellness,’ Bobbi took the time to connect with our event attendees and personalize her talk based on these conversations. Her ability to hone in on key pain points from the audience made her presentation one of the most talked about of the event.

  • Rating: 5/5

    Brian Murray, Likeable Media

    Customer  | 5/13/2024

    Bobbi spoke at our office to our entire staff. Her presentation was both entertaining, thought provoking, and inspirational. Her easy to follow approach mixed in with humor really made the time fly. Everyone, regardless of age or current financial status was able to walk away with something to do and something to learn more about!

  • Rating: 5/5

    Cara Chiaramonte, Manager, Community Development, Her Campus Media

    Customer  | 5/13/2024

    Bobbi led a workshop for college women at Her Campus's Her Conference. Her relatable presentation made the often-intimidating topic of being a financial grownup relatable, approachable and fun to learn about for our attendees. We received such great feedback!

  • Rating: 5/5

    Amy Sterner Nelson, Founder, The Riveter

    Customer  | 5/13/2024

    We loved working with Bobbi to bring to life an incredible activation for Chase and The Riveter. As Chase opened a new branch, we wanted to bring together families for an authentic conversation about money, kids and education. Bobbi delivered. We filled the room and local parents were genuinely engaged given Bobbi's fast-paced, information-packed presentation.

  • Rating: 5/5

    Karen Altfest, Altfest Personal Wealth Management

    Customer  | 5/13/2024

    We were delighted to have Bobbi talk at our Women’s Financial Salon… This practical topic resonated with our clients, who were interested in learning how to apply Bobbi’s savvy advice when dealing with their children and grandchildren. She was wise, engaging, insightful, and gracious.

  • Rating: 5/5

    Shanna A. Hocking, Founder and CEO, Hocking Leadership

    Customer  | 3/13/2024

    I sought out Bobbi as a partner for a high stakes client project. Using case studies and real life examples, she facilitates productive and thoughtful financial wellness conversations. Bobbi is dedicated to your project outcomes and organization’s success.

  • Rating: 5/5

    Joe Franklin, VP, Experiential Marketing and Engagement, CO-OP Financial Services

    Customer  | 3/13/2024

    Bobbi was the host for a full day of our THINK conference in New York, and did a terrific job in familiarizing herself with different business models, staying on message and charming the audience. We’ve already invited her to host another event for us!