Andi Wrenn, AFC®, MQFP®, uses her certifications and MA in Counseling to convey her passion for helping people achieve personal, financial, and professional goals. She is a past president of the AFCPE® Board of Directors, and a retired leader in military financial education. Through her business, Coaching Capability, she develops continuing education for CFP®, ChFC®, and AFC® professionals. Andi received AFCPE’s 2021 Outstanding Education Program award and the 2023 Women Working in Wealth award. She empowers financial professionals with engaging education and mentorship to enhance client trust and communication. Andi is a recognized expert in military finance.
Speaking Fee Range: $1,500-$3,000
Varies based on location, format, and customization.
The Book Study program is a community-based learning experience designed for professionals seeking personal and professional growth. Participants engage in reading and discussing professional materials to enhance their knowledge and foster a sense of community. This program offers diverse perspectives from participants, enriching discussions and promoting positive impact in various professional settings.
Engagement isn’t automatic—it’s crafted. This session equips financial professionals with proven strategies to transform presentations into dynamic, interactive experiences. Learn how to tell compelling stories, incorporate interactive exercises, and inspire action. Whether you’re leading a workshop or a one-on-one session, you’ll walk away with practical techniques to turn passive listeners into active participants, driving real financial change.
Great client relationships are built on more than technical knowledge—they require Diamond Skills: the human abilities that foster trust and lasting connections. This interactive session will show you how to improve communication, leadership, and problem-solving to guide clients toward better financial decisions. Through real-world examples and skill-building exercises, you’ll gain practical tools to deepen client connections, inspire action, and enhance your role as a trusted advisor.
“Andi crafts and guides discussions of some of the best personal finance books available, providing an informal forum where I can share with and learn from other counselors and planners…She has helped me become more attuned to key findings from psychology and behavioral finance – to the betterment of my client process and interactions…”
“Andi Wrenn’s book study courses have been an absolute game-changer. Andi’s passion for helping advisors grow is evident in every session. She creates a space where learning, vulnerability, and connection go hand in hand — and that’s rare.
Justin Chastain, CFP®, ChFC®, CRC®
“Andi crafts and guides discussions of some of the best personal finance books available, providing an informal forum where I can share with and learn from other counselors and planners…She has helped me become more attuned to key findings from psychology and behavioral finance – to the betterment of my client process and interactions…”
Justin Chastain, CFP®, ChFC®, CRC®
