Travels from Connecticut, USA
Jennifer Openshaw's speaking fee falls
within range: $20,000 to $25,000
Jennifer Openshaw uses her financial wisdom to help everyday Americans create opportunities. A nationally recognized authority on financial management, she is a familiar face due to her multiple appearances on The Oprah Winfrey Show, CNN, CNBC, Fox, Nightly News, Good Morning America, and the Today show.
Openshaw is the author of The Millionaire Zone and The Socially Savvy Advisor, a real life cookbook for effective social media strategy. She is a regular columnist for Dow Jones’ MarketWatch and a LinkedIn Influencer.
Openshaw developed an interest in finance after observing her single mother work two full-time waitressing jobs to support their family. She attended UCLA and started her career as Press Secretary to the California State Treasurer where she helped develop the California Bank-at-School program as a means of teaching children financial literacy. Later, as Head of Marketing & Director of Investment Services for Wilshire Associates, she oversaw the marketing campaign for the Wilshire 5000 Index Mutual Fund launch and grew consumer assets to $100 million in six months.
Openshaw was named among the Internet’s 25 Rising Stars for her work as Founder & CEO of Women’s Financial Network, which was later sold to Siebert Financial. She was CEO of the Family Financial Network for ten years. Currently she serves as a partner and global marketing leader for Mercer.
Jennifer got her start in financial services working as Press Secretary to California State Treasurer Kathleen Brown, where she helped develop the California Bank-at-School program to teach youngsters about money matters. Jennifer also served as Press Secretary for Brown’s Gubernatorial Campaign as the Democratic Nominee for Governor.
Jennifer later served as Vice President of the Investment Management Group at Bank of America and Director of Investment Services for Wilshire Associates, one of the nation’s largest investment consulting firms to CalPERS and other leading institutional investors. During her tenure at Wilshire, Jennifer led marketing for the launch of the Wilshire 5000 Index Mutual Fund, growing consumer assets to $100 million in six months, converted the Index into a real-time stock index, and formed a strategic alliance with CNBC, which now utilizes the Wilshire 5000 Index as a regular feature of its financial programming. Jennifer also served as Senior Vice President of Corporate Marketing for Bank One, now JP Morgan Chase.
In 1999, Jennifer founded Women’s Financial Network (WFN), an innovative financial services company created by women, for women and a trendsetter in the industry. WFN included the nation’s first network of pre-screened financial advisors for women, who could be selected based on personal preferences. Jennifer’s work as CEO and Chairman won her recognition as a “Mover & Shaker” in Silicon Valley by the San Jose Mercury News and one of the Internet’s 25 Rising Star by Internet World magazine. WFN is now a division of Siebert Financial (NYSE:SIEB).
WeSeed’s mission – through content, social networking, and virtual investing — is to demystify the stock market for the 100 million Americans who do not directly invest by helping them start with the Peter Lynch approach of using what they already know and love. The Company, winner of the American Business Award in the Financial Services Website category, created a unique search tool that delivers stock ideas instantly based on a user’s personal interests or via their Facebook profile. It’s now used in over 100 schools.
Jennifer also recently introduced SuperFutures.org to better prepare high school teens for the working world. The program launched this summer with its Global Leadership Program at the United Nations featuring Arun Gandhi, the great grandson to Mahatma Gandhi, among others.
Jennifer’s passion for helping consumers stems from her own life story. Jennifer’s mother found herself divorced at age 28, with three young kids and no formal education. To make ends meet, her mother worked two full-time jobs as a waitress. While her mother worked days and nights, eight-year-old Jennifer raised her two younger brothers and took on various projects to bring in extra money. At age 14, she took on her first “real” job as a maid in a motel.
Through her commentary on TV and radio, Jennifer has educated millions of consumers and has served as an advocate on financial fairness to middle-income Americans, speaking out vocally against such issues as mutual fund practices and excessive executive pay. Today, she shares her practical advice as a columnist for Dow Jones’ Marketwatch and a frequent guest on the Fox Business Channel. Her work has been featured in numerous publications including the New York Times, USA Today, Business Week, the Chicago Tribune, Fortune Small Business, Women’s Day, Redbook, and Kiplinger’s. Jennifer speaks regularly to groups ranging from employees of Ford to students of Harvard, and currently is an Adjunct Professor in Personal Finance at NYU.
Jennifer’s first book, What’s Your Net Worth? (Perseus) was turned into a Public Television Show. Her second book, The Millionaire Zone (Hyperion), is based on national research about the networking strategies used by those who have achieved financial success.
A Rotary Scholar, Jennifer holds an MBA and BA from UCLA. She has served on the Advisory Board of Wyndham Hotels and as a gubernatorial appointee on the Commission on California State Government Organization & Efficiency (“The Little Hoover Commission”). She currently serves on the Advisory Boards for both SpringBoard Enterprises and Women’s Leadership Exchange, which help entrepreneurs grow their businesses, as well as on the Board of Friendship Ambassadors Foundation.
Jennifer Openshaw outlines the three major ways social media is reinventing how financial advisors run their businesses. Social media opens up numerous opportunities: namely, access to more market information in real time than ever before, a massive outlet for connecting with new potential clients, and a limitless platform for building your own thought leadership. Furthermore, social media allows advisors to do these things at a minimum cost.
“It used to be that you might present to people in a speech or maybe through a conference call,” Openshaw remarks. “Now you can create webinars online, you can conduct conference calls with hundreds of people and you can do this in seconds and at a cost that’s a fraction of what it used to be in the old world.”
Jennifer Openshaw shows you how to put your money, time, and resources to optimum use. The financial management expert and women’s business guru has tediously studied the best practices and habits of self-made millionaires – rules and steps that can render results no matter your current situation. Openshaw’s passion and drive to help ordinary people increase their wealth stem from her own childhood growing up with a single mother who worked two full-time waitressing gigs. Identifying opportunities that would maximize her wealth and talent, Openshaw built up her own career and wealth and wants to help you do the same.
Branding Yourself: How to Build Your Own Brand and Turbo-Charge Your Career
It’s not just in the business world where your brand matters, but also right in your own company. Jennifer draws from her own experiences and that of other notable women to share specific strategies for building your own brand. These include public relations, social media and marketing strategies, along with common do’s and don’ts.
What Women Want – Marketing Financial Services to Women
Tapping her own experiences as a top marketing executive for Bank One/JP Morgan Chase, Bank of America and other top firms, as well as her role as CEO & Founder of Women’s Financial Network, Jennifer advises executives and marketing managers on what women expect both emotionally and financially from a service company. Jennifer draws from her 7 years experience in the space and research accumulated during that time. The listener will leave with tips and strategies for communicating and marketing to this powerful segment.
Social Media Strategies to Tap the Two Most Powerful Markets: Women & Youth
Jennifer uses real case studies to share compelling strategies and tactics to reach these two critical markets – the most sought after by companies. In her energetic and passionate style, she shares recent research about the behaviors of these markets, the differences between creating campaigns versus movements, and specific social media tactics that can take your company or product from A to…..the sky’s the limit.
The Millionaire Zone – Keys to Using What You Have to Profit Drawing from her research of 3,000 Americans and interviews with 200, Openshaw discusses the keys from her book to getting and staying rich. She’ll discuss how millionaires take advantage of current economic trends to make money and share how you can profit from those same techniques. You′ll also learn how the rich turn rejection into opportunity, leverage their “LifeNet” for maximum gain, and turn business wealth into personal wealth, all powerful methods you can master and apply in your own life.
Millionaire Zone Steps to Success in the Workplace Drawing from her research and interviews, Openshaw applies her keys to success to the workplace. Using real life stories, she’ll discuss how successful people leverage their familiar assets to get ahead, how they “redefine their Comfort Zones” to innovate and stay on the cutting edge. She’ll also share strategies for turning a “No” into a “Yes” and how to get what you want by giving to others. She’ll also share several workplace myths to encourage her audience to operate more efficiently and effectively on the job.
7 Steps to Achieving Financial Independence & Retiring Right Using personal stories and humor, Jennifer walks the audience through the steps to achieve financial success, beginning with managing expenses and controlling debt to handling risk in a portfolio and selecting mutual funds. She also describes current trends, underscoring the reasons Americans must create their own financial independence and the benefits as a result. The listener will walk away with valuable, practical advice to implement in her everyday life and a sense of confidence that “he/she can do it.”
From Passions Into Profits – How Real People in The Millionaire Zone Are Doing It and How You Can Too Drawing from her research of 3,000 Americans and interviews with 200, Openshaw discusses the keys from her book to turning your passions into profits. She’ll discuss how billionaires to the newly minted millionaire around the corner are leveraging who and what they know to turn their hobbies into income. She discuss how your LifeNet™ – the familiar people, places and resources around you – can be used to overcome fears and achieve success. She’ll also talk about turning rejection into opportunity and specific ways to get ahead by giving to others, all powerful methods you can master and apply in your own life. Finally, she’ll share steps to help listeners identify those “Power Ideas” that are most likely to become profitable ventures.
How to Capture the Growing Women & Latino Markets & Why Using case studies from her work with some of America’s largest companies, Openshaw describes trends and tactics for reaching these two powerful markets. She’ll include an overview of current trends, including growth and channels. Openshaw founded Women’s Financial Network and is a sought-out advisor and expert on this market. During her tenure as Senior Vice President of Bank One, she led the Bank’s corporate-wide initiatives to reach out to the Hispanic market.
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