For speaking engagements, media inquiries, appearances, or consulting, contact her through the form below, or call her at
212-655-9610 or email her directly at schoenfeld(at) WLALLC(dot)com.
Why Susan?
Top 5 Reasons Why Susan is the Perfect Fit to speak at your conference
5. Drama-Free
No diva-like demands, Susan is flexible and a breeze to work with during every step of the process.
4. Super-Responsive
Emails, Phone calls and Text messages will be responded to the same day (usually within the hour, unless Susan is with a client or on a plane).
3. Actionable Take-Aways
Your audience will be empowered with specific concepts and techniques that they can take back to their desks and make a difference right away on how they attract and serve clients.2. Client-Focused
Susan will tailor her presentation to meet the needs of your client, and the challenges and opportunities facing your audience.
1. Relatable Storytelling
Susan’s presentation is approachable, and is delivered through real-life storytelling, not boring PowerPoint presentations, that helps your audience retain the message.
“Susan spoke to our network of professional advisors about the importance of the ‘soft’ topics when discussing family wealth. Her message hit home with our group, and it helped facilitate some amazing conversation about charitable giving within families of wealth. Her presentation was precise, thoughtful, and provided some amazing takeaways for our network of advisors. We absolutely loved working with Susan and would recommend her to anyone looking for a knowledgeable speaker!”
“We were honored to have Susan as a keynote speaker at our professional advisor seminar. Her presentation was exceptionally well-received. Susan’s insights resonated deeply with professionals across various disciplines, including attorneys, financial advisors, CPAs, and wealth planners.
Attendees were not only impressed by the rich content but also captivated by Susan’s skillful integration of storytelling and practical exercises. These elements effectively underscored key concepts and provided actionable advice for implementation in their respective practices.
Due to the overwhelming positive feedback, we are enthusiastic about inviting Susan back to address other targeted groups. Without hesitation, I highly recommend considering her as a speaker for your upcoming event or conference. You will undoubtedly find her expertise and delivery both insightful and engaging.”
“Grateful for the outstanding thought leadership presented by Susan Schoenfeld at The Dallas Foundation Professional Advisor Seminar. Her expertise in helping clients navigate the complexity of family wealth dynamics was truly insightful and informative. Thank you for sharing your knowledge with us!”
“Thank you so much for speaking for our group this morning. It was a fantastic event and I received excellent reviews from audience members so wanted to thank you again.”
“Susan is amazing! She was the coolest person at the conference.”
“Such great, implementable insights!!”
“Thank you Susan for your fantastic talk at our Marcum Wealth Dimensions meeting. Your insights are spot-on, and the audience just loved it. Everyone was completely engaged.“
“Susan nails it every time! She first spoke at Opal’s Annual Family Office & Private Wealth Management Forum back in 2014, and we’ve invited her back to speak every year since. Our audiences love her insight and actionable takeaways, and our in-house event planners love her flexibility and responsiveness.”