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Leisa Peterson is a money expert, business strategist, podcaster and blogger. Leisa is pioneering a unique system that reveals the unconscious truths about a person's relationship with money and how to stop it from limiting one's potential.

Leisa is the author of The Mindful Millionaire (pub St Martins Press, July 2020).

As a result of her courses and teachings, Leisa is helping thousands of people develop practical skills for attracting greater wealth, freedom and peace of mind into their lives.

Leisa is the founder of WealthClinic, is a CERTIFIED FINANCIAL PLANNER™, has an MBA in finance and has worked in personal finance for nearly 3 decades.

Noted in Forbes as one of 10 Women Driving Growth in Wealth Management and Investing in 2020.

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It’s a Match – Finding Your Dream Financial Team

Leisa Peterson

A presentation to help employees learn how to make better decisions when it comes to finding financial professionals to help them in planning for their future.

takeaways

  • How to stop fear from controlling your decisions
  • How to listen to your head, heart and gut when it comes to making financial decisions
  • 5 steps to follow when interviewing financial professionals

Every Program Purchase Includes

  • Gear Checks and Final Systems Check: Your Geniecast Experience Specialist will test the audio, video, and internet connection for your primary location as well as the Genie (Presenter).
  • Expert Feature Management: Customized features are available to Cast participants per Client specification.
  • Live Technical Support: We’re with you every step of the way to ensure a smooth end-to-end Cast experience.