Speaker Information

Author, How To Say It To Seniors: Closing the Communication Gap with Our Elders

David Solie is a gifted speaker whose keynote and breakout presentations on communication between generations have won critical acclaim from audiences throughout the United States and Canada. His compelling stories, unique insights, humor, compassion, and inspirational delivery have made him a favorite of financial advisors, attorneys, CPAs, senior service professionals, planned giving specialists, caregivers, and general audiences.


Speech Topics

Unlocking the Communication Code of Aging Parents
Practical Communication Strategies for Working with Older Adults
(Audience: General Population)

David Solie is a nationally recognized geriatric communication expert who offers proven, practical solutions for adult children struggling with the problems of aging parents in a 24/7 world. His moving and inspiring presentation on the Unlocking the Communication Code of Aging Parents has led to dramatic and heartfelt changes for countless attendees and their families.

Unlocking the Communication Code of Senior Clients
Practical Communication Strategies for Working with Older Clients
(Audience: Financial Advisors, Attorneys, CPAs, Senior Service Professionals, Planned Giving Specialists, Caregivers, and Trust Officers)

David Solie is a nationally recognized geriatric communication expert who offers proven, practical solutions for professionals working with older clients in a 24/7 world. His moving and inspiring presentation on how to “unlock the communication code of senior clients” has led to dramatic and heartfelt changes for countless professionals, older clients and their families.

Advisory Relationships in Turbulent Times
New Communication Strategies
(Audience: Financial Advisors, Attorneys, CPAs, Senior Service Professionals, Planned Giving Specialists, Caregivers, and Trust Officers)

The financial meltdown has taken a heavy toll on the “second half of life” population in the U.S., the 125,000,000 adults who are 50 and older. Understandably, they are feeling confused, panicked, and fearful about the about the future. They are also looking to their trusted advisors to help them understand their current situation as well as provide a sense of direction as to where to go from here.

David Solie’s presentation offers a new approach to the “art of communication” in turbulent times. He begins with a review of his work on the psychological agenda of second half of life clients: the developmental tasks of middle and old age. These important insights from his pioneering work on aging provides advisors with a unique framework to understand the underlying psychological needs that influence all aspects of their second half of life clients’ lives.

The Secret Mission of Baby Boomers
Practical Communication Strategies for Working with Middle Age Adults
(Audience: Financial Advisors, Attorneys, CPAs, Senior Service Professionals, Planned Giving Specialists, and Trust Officers)

What do professional advisors need to know about the psychological developmental tasks of baby boomers in order to build and sustain successful relationships with this important clientele? How will the knowledge of the “secret mission” of baby boomers better prepare professional advisors to position their products and services as “middle-age friendly?”

When Are They Going To Grow Up?
Practical Communication Strategies for Working with Emerging Adults
(Audience: Parents, Financial Advisors, Attorneys, CPAs, Senior Service Professionals, Planned Giving Specialists, and Trust Officers)

This presentation examines a provocative new stage of development called “emerging adulthood.” Unique to industrialized societies, emerging adulthood is not merely generational (i.e. Generation X, Y, Z), but represents a significant and permanent shift in the maturation process from adolescence to full adulthood. The presentation offers new insights into why the road to adulthood has become so long and frustrating for today’s youth. Using stories and practical examples, David Solie demonstrates how these insights can be used to improve communication and collaboration with emerging adults as they “crossover” from education to the workplace.

Against All Odds
Five Strategies for Preserving Quality of Life in a 24/7 World
(Audience: General Population)

This presentation looks at the “clear and present danger” to quality of life posed by the 24/7 lifestyle of the twenty-first century. Through research and stories, David Solie offers unique and compelling insights into the physical, psychological, and spiritual price we all pay trying to navigate a seemingly unending flow of complex, urgent, and unpredictable information and transactions. Refusing to accept this 24/7 invasion of information and tasks as our destiny, he offers five strategies he has discovered that can improve our chances of reversing this trend and preserve quality of life. Rejecting quick fixes, David Solie maps out practical game plan to systematically checkmate this invasion and restore balance in our lives. Audiences throughout the United States and Canada have been enthralled and transformed by his his fast paced, poignant, and humorous approach to the epidemic of “too much information,” an approach that combines the best of traditional and non-traditional medicine into a new, heart-based vision for preserving what matters the most in our lives.

The Longevity Code™
Eight Habits of People with Extend Life Expectancy
(Audience: General Population)

The Longevity Code™ offers a new and exciting look at common themes in extended life expectancy in the U.S. population. It reflects the most recent findings from clinical medicine, psychology, and spirituality. The Longevity Code™ shows how these lifestyle choices not only enhance quality of life but also enhance longevity. The Longevity Code™ has nine themes, which can be viewed as sectors of a life management portfolio. Research has shown that the more balanced the life management portfolio, the greater the odds of preserving quality of life and promoting longevity in a 24/7 world.

Fees and Expenses

Speaker’s Fee: $7500

Travel Requirements: All reasonable and customary travel expenses including business class airfare, ground transportation, lodging, meals and related out of pocket expenses.

Terms: A deposit of 25% of the professional fee is required at the time the speaking engagement is booked. The balance of the speaker’s fee is due the date of the presentation. All remaining costs are due within 10 business days of receipt of the expenses invoice.