Financial wellness speaker for banks, credit unions and advisory firms.
I spent 14 years on your side of the desk. Now I teach the people you serve, and the people who serve them, how money actually works, in a way that makes them want to walk back into your branch or office.
Your members and clients trust you with their money. Most of them still do not understand it.
You have the products. A savings account, a first mortgage, a retirement plan, a line of credit for the business. What most members and clients are missing is the basic understanding that makes those products make sense, and the confidence to walk in and ask.
The same is true inside your building. Tellers, loan officers, member service reps and advisors are asked to talk about money all day, and many of them were never taught to handle their own. One financial wellness session reaches both rooms.
Hi, I'm Hillary Seiler.And I was a mortgage lender before I was a speaker.
I started in banking in 2009 and spent 14 years in banking and mortgage lending. I know what it is to sit across from a member who is embarrassed to ask a basic question, to hit a production goal, and to watch a good client sign for something they did not understand because nobody had explained it in plain language. I started Financial Footwork in 2016 to do the explaining, first with professional sports organizations, then with the employers, associations and universities who saw what it did for a room. Today I'm a FINRA Certified Financial Educator (CFEd), and my book, Train Your Money, is the method I teach from the stage.
I'm not your competition.
I understand your compliance constraints, your product set and your production pressure. I do not sell financial products and I do not take clients. I teach your people and your members the basics, and I point them back to you for the rest.
Keynotes, workshops and seminars for your staff and for the people you serve.
Keynotes
45, 60 or 90 minutesThe all-staff meeting, the annual member meeting, the client appreciation event, the leadership conference. High energy, practical, and built to make your institution the hero of the story.
Workshops
90 minutes to a full dayHands-on sessions for frontline staff, loan officers, advisors and leadership teams who need to be confident with their own money before they can talk about anyone else's. Twelve topics across three tracks.
Seminars
30-60 minutesFor the whole room, live or virtual. Member education nights, client webinars, community financial literacy events, a quarterly series across your branches. Book one, a series of two, or a full season of four or more.
The keynotes built for financial institutions.
Train Your Money
How to handle money like a pro athlete handles pressure. The method behind the book.
A member event, client appreciation night or all-staff meeting.
The Math Has to Math
Income, lifestyle and the decisions that decide everything.
The right pick forLending teams, first-time homebuyer events and big-purchase rooms.
See the keynote →Money, Backwards
Why smart people struggle with money, and the Three E's that fix it.
The right pick forAdvisory firm client events and high-earner audiences.
See the keynote →The Belief Before the Money
Building the confidence to make the next decision.
The right pick forYoung member programs, new account holders and frontline staff.
See the keynote →The $183 Billion Problem
Why money stress is a performance issue and what leaders can do about it.
The right pick forLeadership teams and business banking client events.
See the keynote →Where a money session fits for a financial institution.
Annual member meeting
Give members a reason to show up and something to take home besides the ballot.
Client appreciation events
A keynote your best clients will thank you for, and bring a friend to next year.
All-staff and leadership meetings
Frontline teams who are confident with their own money have better conversations at the desk.
Financial Literacy Month
A financial literacy session for the community event, the school partnership or the branch series. The easiest month of the year to get approved.
First-time homebuyer and young member programs
The session that turns a savings account into a relationship.
Business banking and commercial client events
Owners get a money session for themselves and their teams, and your commercial team gets the introduction.
Members who understand the basics use the products you already offer.
Before I walk on stage I learn your institution: your product set, your members or clients, your leadership goals, and the compliance lines I need to stay inside. When I talk about an emergency fund, your savings product is the example. When I talk about buying a house, your lending team is the next call. I teach the why, and you handle the how.
- ✓ Savings
- ✓ First mortgage
- ✓ Retirement plan
- ✓ Business banking
- ✓ Your compliance guidelines
- Every attendee
- The Train Your Money Starter Playbook and the session worksheets, co-branded for member and client events.
- Your institution
- A one-page Event Recap with participation, the questions the room asked, and what to do next.
- No individual data
- Money is private, and I keep it that way.
What financial services leaders say.
Hillary helped us reimagine client education by using a strength training approach to build financial habits. Her creative keynotes, collaboration, and follow through made her an outstanding partner.
Hillary Seiler's keynotes challenge audiences to approach financial decisions with greater clarity and discipline. Employees leave with practical systems that strengthen financial decision-making and support performance at every level of the organization.
Planning a member meeting or client event?
Bios, intro script, AV needs and the media kit, ready the day you book.
Meeting Planners Download the media kit Watch Hillary speakWhat makes Hillary different from other credit union and bank speakers?
Hillary spent 14 years inside banking and mortgage lending before she made the stage her full-time job, and she is a FINRA Certified Financial Educator. She understands your products, your production goals and your compliance constraints, and she teaches from the member's side of the desk. She does not sell financial products, does not take clients, and points every audience back to the institution that booked her.
Is this for our staff or for our members and clients?
Both. Staff sessions help frontline teams, loan officers and advisors get confident with their own money before they talk about anyone else's. Member and client sessions cover the basics that make your products make sense, at annual meetings, client appreciation events and Financial Literacy Month programs.
How does Hillary handle compliance?
Hillary teaches financial education, not financial advice. She does not recommend specific products, rates or returns, and she builds the session around the guidelines your compliance team sends before the event.
What do attendees and our institution get afterward?
Every attendee gets the Train Your Money Starter Playbook and the session worksheets, which can be co-branded for member and client events. Your team gets a one-page Event Recap with participation, the questions the room asked, and what to do next. Hillary never reports individual financial information.
How far ahead should we book for an annual meeting or client event?
Annual meetings and client appreciation events typically book six to twelve months out. Staff sessions, member nights and Financial Literacy Month events can often be booked within three months. Send your date through the booking form and our team will confirm availability within one business day.
Let's give the people you serve a reason to walk back in.
Tell us about your institution, the room you have in mind and what you want them to do afterward. Our team will be in touch within one business day.
Request Hillary for your event
- Availability and a quote within one business day
- Bios, AV and intro script ready the day you book
- Keynote, workshop or seminar, in person or virtual