A sought-after speaker for family meetings, wealth advisor firms, estate planning firms, family offices, and conferences, Susan is a thought leader and pioneer in the emerging digital legacy preservation field. Using her professional experience capturing family stories, values, and life lessons on film, Susan creates customized educational and entertaining presentations and interactive workshops.
Call Susan at 303-503-5697 or email her at firstname.lastname@example.org to schedule a speaking engagement or workshop.
Distinguishing your Financial Firm from others by: Educating Clients about Preserving Their Human Capital – the Stories and Values behind the wealth – in a Family Legacies Feature Film Production
February 1, 2019
Talking to Your Clients about Preserving Their Life Stories on Film to Educate, Motivate, Inspire and Connect Present and Future Generations
July 14, 2016
Talking to Your Clients about Preserving Their Life Stories on Film to Educate, Motivate and Inspire and Connect Present and Future Generations
May 11, 2016
Dear SusanBarry L.
Thank you so much for your presentation at our meeting! The response from our membership was extremely positive. It was obvious that your guidance through your experience and skills made an impact on the group. You have motivated many of us to get started on a family history video project. The interactive nature of your presentation helped us to learn a lot.
Thank you for the great presentation to our BNY Mellon Denver Office. It was great! I look forward to the opportunity of presenting your life history videos to our clients. You run a professional production company that prepares amazing family videos for high-net worth families. I love your focus of helping advisors connect with multiple generations through family legacies and avoid the loss of client relationships after the passing of a client. Your excellent quality work and emphasis on working with advisors to deepen family relationships is a natural fit for BNY Mellon.
You are so wonderful! Thank you again for your excellent presentation. It was the most well attended presentation we’ve ever had in our Wells Fargo Investment offices and remarkable for our group that everyone stayed for the whole presentation! Thank you!Jennifer P.