Speaking Hero - Sam Tate
Speaking & Workshops

Talks That Challenge, Inspire, and Leave People Thinking Differently

Workshops and keynotes on money, meaning, leadership, and building lives that don't break you

Speaking Section 1 - Sam Tate

The Problem With Most Corporate Talks

They're polished. Motivational. Forgettable.

People leave feeling inspired for about twenty minutes, then nothing changes.

My talks are different.

I don't do performance. I don't hype you up or sell you a fantasy. I challenge assumptions, ask uncomfortable questions, and give people something they can actually use.

I speak on money psychology, leadership, burnout, and building sustainable success—topics that matter, delivered in a way that sticks.

Beyond Speaking: Strategic Partnership

I don't just deliver talks. I partner with organisations to build coaching ecosystems that integrate money psychology, leadership development, and sustainable performance.

Coaching Programmes
Co-creating three-tier coaching systems from foundations to premium leadership experiences
Money Psychology
Designing curricula for financial planning firms wanting transformational conversations
Retreat Frameworks
Building experiences that combine purpose work with practical strategy
Adviser Training
Training professionals to move from transactional to transformational client work
Speaking with organisations I've partnered with includes: Personal Finance Society, FT Adviser, and financial planning firms nationwide.

This means when you book me, you're not getting generic content. You're getting methodology that's been tested, refined, and proven in real workplace transformation.
Speaking Section 2 - Sam Tate

Three Core Themes

Each theme can be delivered as a keynote, workshop, or multi-day programme. All content is tailored to your audience, industry, and specific challenges.

01

Work-Life Integration

Building Lives That Don't Break You

Success shouldn't cost your health, relationships, or sanity. This session challenges the performance paradox: why pushing harder creates less.

Topics Include:
Redefining success beyond external achievement
The cost of winning at the wrong game
Making choices that create freedom, not pressure
Integration vs balance (and why balance is a lie)
Ideal for: Professional networks, high-performing teams, business owner groups, employee wellbeing programmes
02

The Conscious Currency

Money Psychology for Performance

Your relationship with money affects every decision you make. This work moves beyond numbers into the psychology driving financial behaviour—for individuals, teams, and organisations.

Topics Include:
Money archetypes and unconscious patterns
Fear vs trust in decision-making
Financial identity and what money represents
Transformational vs transactional money conversations
Ideal for: Financial services, professional services firms, leadership teams, advisers and planners
03

Sustainable Leadership

Leading Without Burning Out

Most leaders run on empty, convinced slowing down means failing. This session offers a different model—one where sustainable performance replaces toxic hustle.

Topics Include:
Neuroinclusive leadership in practice
Building cultures people don't leave
Performance without depletion
Creating organisations worth being part of
Ideal for: C-suite, HR directors, leadership teams, management groups
Speaking Section 3 - Sam Tate

Formats

Keynote Speaking

30–60 minute talks for conferences, corporate events, or industry gatherings. Thought-provoking, challenging, and grounded in real-world experience.

Half-Day Workshops

Interactive sessions where participants leave with practical tools, new perspectives, and actionable insights. Ideal for leadership teams, professional groups, or company away days.

Facilitated Discussions

Structured conversations for leadership teams or employee groups on specific challenges (burnout, money stress, decision-making, culture change). Less presentation, more transformation.

All talks can be tailored to your audience, industry, or specific challenges.

What Happens In These Sessions

Not motivation. Transformation.

New frameworks for seeing their patterns

Practical tools they use immediately

Questions that stay with them for weeks

Permission to make different choices

What Makes This Work Different

Lived Experience, Not Borrowed Theory

25 years in financial services. Built and sold a business. Experienced burnout. Rebuilt completely. I speak from scars and wisdom, not from a script.

Real Transformation, Not Performance

Your people won't leave pumped up. They'll leave questioning assumptions, rethinking priorities, and seeing challenges differently. That discomfort is where change begins.

Practical Application From Day One

Every session includes tools participants use immediately. Not vague inspiration. Real frameworks for real problems.

Neuroinclusive and Accessible by Design

My work accommodates different brains, learning styles, and lived experiences. Plain language. No jargon. Complex ideas made clear without patronising anyone.

Who Books These Sessions

  • Financial planning and advice firms wanting to integrate money psychology
  • Professional services addressing burnout and retention
  • Business networks for female entrepreneurs and business owners
  • Leadership teams navigating growth and culture challenges
  • Corporate wellbeing programmes seeking depth over surface

Recent speaking includes Personal Finance Society, FT Adviser, and financial planning firms nationwide.

Let's Talk About Your Event

If you're organising a conference, corporate event, or team gathering, and you want something genuinely thought-provoking—not just motivational filler—let's discuss how I can serve your audience.

Get In Touch