HOLD THE REINS, SHARE THE RIDE:
TRUST AS A SUCCESSION STRATEGY
Succession isn’t about letting go,
it’s about lifting up.
As a former elite equestrian and one of the most senior women in wealth management, Lisa Cregan knows that great leadership has less to do with control and everything to do with trust, rhythm, and partnership.
In Hold the Reins, Share the Ride, Lisa blends the art of horsemanship with four decades of executive leadership to help audiences reimagine succession planning as an act of empowerment, not a handoff.
Why This Subject Matters
With $30 trillion in wealth set to change hands and one in three financial advisors retiring in the next decade, the future of your business depends on how well you prepare the people who will lead after you.
This keynote equips leaders to:
Coach their successors with confidence
Build trust instead of clinging to control
Create legacies that outlast their own careers
With $30 trillion in wealth set to change hands and one in three financial advisors retiring in the next decade, the future of your business depends on how well you prepare the people who will lead after you.
This keynote equips leaders to:
Coach their successors with confidence
Build trust instead of clinging to control
Create legacies that outlast their own careers
Core Themes & Takeaways
Trust Isn’t Control – Leadership is rhythm, communication, and mutual respect.
Succession as Transformation – Leave more than a plan — leave a legacy.
Find Talent in Unexpected Places – Including female athletes with elite performance mindsets.
Coaching is the Competitive Edge – Connection builds readiness.
Prepare the Arena – Equip your team to succeed before you pass the reins.
Target Audiences
Wealth management firms and advisor networks
Leadership and succession planning events
Financial industry conferences
Format Options
45–60 min keynote
Optional 30-min Q&A or facilitated breakout session
Live or virtual delivery
Why Lisa
With $30 trillion in wealth set to change hands and one in three financial advisors retiring in the next decade, the future of your business depends on how well you prepare the people who will lead after you.
This keynote equips leaders to:
Coach their successors with confidence
Build trust instead of clinging to control
Create legacies that outlast their own careers
Lisa Cregan has:
Redefined succession strategies at the national level
Led multi-billion-dollar teams through change at top Wall Street firms
Created industry models for inclusive talent pipelines
Served as a mentor and coach to hundreds of executives
Her unique ability to connect leadership principles with powerful metaphors leaves audiences with strategies they remember — and act on.
