Speaking Hero - Sam Tate
Speaking & Workshops

Talks & Workshops For Inspiration and Change

Workshops and keynotes on money, meaning, leadership, and building lives that matter

Speaking Section 1 - Sam Tate

Lot's of Corporate Talks are...

Polished...motivational...and forgettable.

People leave feeling inspired but then nothing changes.

My talks challenge assumptions, ask uncomfortable questions, and give people something they can actually use.

I speak on a wide range of topics including money psychology, leadership, burnout, and building sustainable success: things that matter. I deliver these in a way that sticks.

Partnerships That Give You What You Need

I partner flexibly with organisations in a way that can lift and inspire their audience. Tailoring the content, but focusing the message. I integrate coaching philosophy, 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 meaningful conversations
Retreat Frameworks
Building experiences that combine purpose work with practical strategy
Adviser Training
Training professionals to move from transactional to life changing client work
Speaking with organisations I've partnered with includes: Personal Finance Society, FT Adviser, and financial planning firms nationwide.

When you book me you're getting a tried and tested methodology, 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. These talks and workshops challenge the performance paradox: why pushing harder creates less.

Topics Include:
Redefining success
The cost of winning
Meaningful decision making
Integration vs balance
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.

Topics Include:
Unconscious patterns
Fear vs trust in decision-making
What money represents to you
Meaningful vs transactional money
Ideal for: Financial services, professional services firms, leadership teams, advisers and planners
03

Sustainable Leadership

Leading and Living Without Burning Out

Many of us are running on empty; convinced slowing down means failing. I offer a different view on that—one where sustainable performance replaces toxic hustle.

Topics Include:
Neuroinclusive leadership in practice
Building cultures that inspire
Performance without depletion
Creating meaningful organisations
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

Talks & Workshops with depth

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

25 years in financial services. Built and sold a business. Experienced burnout and rebuilt from the ground.

Real Impact

They'll leave questioning assumptions, rethinking priorities, and seeing challenges differently.

Practical Application

Sessions can include tools participants use immediately. Not vague inspiration. Real frameworks for real problems.

Neuroinclusive and Accessible

My work accommodates different brains, learning styles, and lived experiences. 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 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, let's talk.

Prices are tailored to the event. Please reach out for more information.

Get In Touch