Jean Lynn

Jean is a Certified Financial Planner and an expert on the financial personalities of investors. With over 25 years of experience in the financial industry, she develops and delivers practice management programs that help financial advisors strengthen their relationships in order to grow their business as well as retain clients.

Jean is an engaging keynote speaker who has delivered interactive workshops to over 250 financial advisor audiences.

Her workshops focus on clear ideas advisors can activate today. Jean specializes on the impact of changing demographics to the financial industry, and has actionable insights on audiences often underserved by the industry, including women, multi-cultural, Gen X and millennial investors.