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Observations and commentary on aging, caregiving, and the complex journey through the second half of life.

Speaker Testimonials

new-David-large imageHighest Rated Speaker of All Program Speakers
David has presented at our national conferences on multiple occasions and each time he has consistently been rated the highest of all the program speakers. His deep understanding of our industry and the advisor’s role sets him apart. He worked with us to thoroughly understand the environment in which we operate, the challenges facing our audience and the objectives we wanted to accomplish. David is gracious, enthusiastic and wonderful to work with and is always willing to customize his material to ensure it has the greatest impact.

David’s developmental psychology knowledge and research provides great depth, poignancy and validity to his material. His calm, polished and powerful delivery style will get your audience thinking about how they can implement his innovative concepts and ideas on both a professional and personal level. He is a remarkable speaker your audiences won’t forget.

Anne Manson
VP, Strategic Business Development
Assante Wealth Advisors

Memorable Presentations

Brought The Room To Absolute Silence

I have been attending professional development seminars for 25 years, so I have attended countless speeches, presentations, and conferences-some good, most bad, and very few memorable. I’m not a person given to hyperbole, so believe me when I say that David Solie is one of the best speakers I haver ever heard.

Michelle D. Monse, President, Carl & Florence King Foundation
Conference of Southwest Foundations


Great Results, Personable, High Integrity

“The audience you are trying to reach is the key and no speaker I ever hired has had more impact on the audience than David Solie. He gets people thinking about the really important subjects and encourages constructive moves as a result”

Devon Baranski, Managing Director/Regional Manager for the Southwest, Morgan Stanley


Compelling Content, Compassionate

“David Solie is a thought leader in what I call the fifth dimension of family wealth: personal wellness and health. Family offices, serving professionals, and individuals who are looking for someone who can assist them in understanding how to plan for or deal with difficult life care and health care decisions will find that David is an incredible resource. His work in helping us create more satisfying communication bridges between our eldest generations and their boomer children, as well as his exploration of the challenges facing boomers as they approach the second stage of their adult life, are ground-breaking. I strongly endorse David’s compassionate professionalism and know you will be well served when you engage his services.”

John “John A” Warnick, Senior Partner, Holme Roberts & Owen LLP


Great Results, Expert, High Integrity

“David led a powerful discussion with sixty of our best financial advisors helping them understand the needs of their ideal clients. He has an ability to take great research and complex communication issues and distill them down to common sense conversations. Everyone enjoyed the time spent with David. We can’t wait until the next time we work with him.”

Steve Atkinson, Executive Vice President, Loring Ward