Decode the Bottom Line:

What DRIVES Financial Decision-Makers

This isn’t another speech about spreadsheets and forecasting. This is about the psychology behind the numbers. In this high-impact presentation, we pull back the curtain on the true motivators that drive every financial decision—within your team, your clients, and yourself. Using the DRIVE framework, we’ll show you how to break the silent code behind performance, persuasion, and profitability. Whether you're a CFO, a controller, or a high-level advisor, your edge isn’t in the math—it’s in mastering the motivation behind it.

Learning Objectives:

• Uncover the Hidden Drivers of Financial Behavior: Learn how each of the 5 DRIVE types—Director, Relator, Intellectual, Validator, Executive—shape the way people budget, invest, save, and spend.
• Transform Communication with Clients and Teams: Speak the buying language of each DRIVE to gain trust, drive clarity, and influence action.
• Diagnose the Motivation Behind Resistance: Decode why people say "no"—and turn objections into alignment by identifying which DRIVE is being offended.
• Build a Financial Culture That Performs: Apply DRIVE to hiring, leadership, and decision-making to build teams that execute faster, communicate better, and stay driven under pressure.
• Make the Complex Clear: Use DRIVE to translate data into insight, insight into action, and action into results—for your clients, your company, and your own career trajectory.