“More than a keynote.
An experience that stays with your audience.”
Kris Hartland delivers engaging, story-driven
presentations that move beyond information
& create meaningful moments of clarity, connection,
& action for advisors, professionals, & their clients.
Most presentations are remembered for a moment.
The best ones are remembered for what they change.
Kris creates space for both.
Her approach blends real-world experience with thoughtful storytelling & guided interaction, helping audiences not only understand complex ideas, but see how they apply in the work they do& the relationships they value.
With more than 35 years in financial services, Kris brings a depth of perspective
that resonates with experienced professionals & emerging leaders alike.
WHAT TO EXPECT
An Experience,
Not Just a Presentation
Kris creates an environment where ideas come to life
& where the audience becomes part of the conversation.
Her sessions are designed to hold attention while inviting reflection, moving beyond passive listening into meaningful participation. Rather than presenting information alone, she guides the room through ideas in a way that feels practical, relevant, & immediately applicable.
The result is a shift. Not just in understanding, but in how people approach their work & the conversations they have with clients & colleagues.
In the room, attendees gain:
Clear perspective on complex financial & planning decisions
A stronger connection between their professional role & personal purpose
Practical insights they can apply right away
Space for meaningful conversations with peers
This is not a lecture.
It is a shared experience designed to stay with them.
Why Organizations Choose Kris
Kris brings a rare combination of experience, perspective, and relational insight to every stage.
With more than 35 years in financial services, she understands the real challenges advisors, attorneys, and CPAs face.
Just as important, she understands how to bring those perspectives together in a way that feels practical, thoughtful, and relevant to the people in the room.
Her presentations are especially valuable for audiences
navigating growth, transition,
& legacy decisions.
What sets Kris apart?
She translates complex topics into language that feels clear and accessible
She uses storytelling in a way that keeps audiences engaged without losing substance
She connects strategy to purpose, helping ideas feel more grounded and applicable
She creates space for real conversations, not just passive listening
She understands how different professionals work together and helps bridge those gaps
She delivers content people remember and actually use after the event
Signature Programs
Each program is designed to meet your audience where they are, with flexibility to tailor content based on your event goals and format.
The Planning Edge
A strategic approach to integrating tax, estate, and financial planning into a cohesive process that enhances client outcomes and advisor confidence.
Duration: 6-session series that can be done in tandem as stand-alone.
Best for: Advanced Financial Advisors who want to attract and serve high-value clients
Topics Covered: Tax planning, estate planning, business continuity, COI marketing, collaborative family office, family meetings
Legacy Blessing
An exploration of wealth, generosity, and the relationships that shape what we truly leave behind, both financially and personally.
Duration: 1 Session (30 - 50 minutes)
Best for: Mature market audience
Topics Covered: Estate planning, charitable giving, leaving a legacy
The Elegant Exit
A thoughtful approach to succession and transition planning, helping advisors and business owners move forward with clarity, intention, and long-term impact.
Duration: 1 Session (30 - 50 minutes)
Best for: Business owners
Topics Covered: Preparing for a successful transition