Laura Virili is a client acquisition expert and distinguished pioneer in the financial services industry, boasting a career that spans decades across roles in sales and marketing. She began her journey at Merrill Lynch, where she spent a significant portion of her professional journey, gaining deep insights and building a strong foundation in the financial services world.
As a top-rated national speaker and coach, Laura draws from her extensive experience and the lessons learned from working alongside top advisors, teams and branch managers. She specializes in marketing, branding and engaging the female client.
Holding FINRA Series 6, 7, 63 & 66 securities registrations, Laura is not merely a Wall Street veteran – she’s the trusted expert that advisors turn to. Her contagious events and coaching programs seamlessly combine traditional marketing strategies, social media expertise, and behavioral finance principles to help advisors acquire and retain ideal prospects and clients.
In today’s world, clients want more than just an event — they crave an experience that makes them feel special and in-the-know. Inspired by Johan Berger’s Contagious: Why Things Catch On, Laura’s events are designed to be more than just memorable; they become social currency. From CHANEL Lip Gloss Soirées to Fashion & Finance gatherings, each event is carefully crafted to captivate attendees and spark conversations that continue long after the event ends.
Client appreciation events are one of the most effective tools for building stronger relationships and driving business growth. According to the 2023 Oechsli Report*, 98% of affluent clients crave intimate and exclusive gatherings. Laura’s high-impact events help clients create experiences that not only impress but also drive meaningful, measurable results.
Laura’s keynote can be delivered as a stand-alone presentation, integrated with a simulated event, or combined with a full event production.
Giving Financial Planning a Makeover
A Financial Planning Pioneer
The Technology Planning Process
Find Ideal Prospects, Re-connect with Alum, Grow your Network & Improve Your Profile Strength
Your LinkedIn summary is your hook!
If you know how to leverage it.
