Ideas That Create Possibility.
Dr. Renée Baker brings extensive financial services experience, practical AI expertise, and the ability to translate complex ideas into insight audiences can apply. Her presentations offer fresh perspective while providing frameworks that create immediate value.
Renée speaks at major industry conferences, leadership forums, internal firm events, and team offsites on topics at the intersection of marketing strategy, AI, and the future of wealth management.
Signature Topics
AI Adoption for Wealth Management
Moving beyond the hype to build AI infrastructure that earns compliance confidence, gains trust, and delivers real operational value. Smart systems. Human relationships.
Rising Above the Sea of Sameness
How leading firms are breaking through differentiation challenges to attract the right clients and build marketing that actually works.
Marketing Transformation at Scale
What enterprise wealth management firms often miss about marketing evolution, and what successful organizations do differently.
The Future of Financial Advice
How AI, demographic shifts, and evolving client expectations are reshaping what it means to be an advisor, and how to prepare for what comes next.