Kim Lear – 2019 Focus Session Speaker

Kim Lear

The Future Factors: Top Factors Impacting Relationships in an Age of Empowerment with Kim Lear

We are in the midst of a period of great change in organizational structure and consumer behavior. Hierarchies are flattening, networks are being created, and the traditional “American Dream” is being challenged, and constant disruption is forcing established industries to work harder to remain relevant. Savvy clients have information at their fingertips and platforms to share opinions.

Our ability to understand the factors that shape the behaviors of future clients and employees is critical as we create innovative solutions in an ever-changing landscape.

The three most impactful future factors identified and researched by the Inlay Team are unprecedented access, the experience economy, and mainstream mindfulness. In this program, we’ll explore how these future factors are changing the way we work, the way we buy and the way we live.

Future Factor #1: We now have unprecedented access to one another and to information.

  • Build stronger client relationships by understanding and adapting to client expectations of speed
  • Explore ways to help clients sift through the barrage of information in order to offer peace of mind
  • Identify the most impactful ways to be a transparent advisor and leader
  • Define what it means to lead in an age of access and learn how to win the war for talent in the financial advising space
  • Best –and worst—case studies

Future Factor #2: We now value experiences over stuff—the experience economy is on hyperdrive.

  • 78% of Millennials would rather spend money on experiences over “stuff”
  • Understand the shift from a service economy to an experience economy
  • Identify ways to capitalize on the experience of human-to-human financial advising in order to come out ahead of robo-advisors
  • Define what a meaningful experience is to different demographics and learn how to create experiences that will encourage client loyalty

Future Factor #3: Burnout is at an all-time high and workplace engagement is at an all-time low. From the intern to the C-suite, people are looking for better ways to be more present, more fulfilled and more productive. Mindfulness practices have officially gone mainstream.

  • Define Mindfulness: Being present in an age of distraction
  • Identify best mindful practices from Fidelity, MassMutual, Bank of America, etc.
  • Uncover why Americans spent $42 billion on mindfulness-related purchases last year (think yoga, meditation, retreats, holistic medicine, etc.)
  • Earn a competitive advantage with clients by being more present as you help them through intimate and highly emotional transitions

Kim Lear is a writer and researcher focused on generational patterns and demographic shifts. As the founder and content director of Inlay Insights, Kim is at the forefront of cutting-edge research to uncover the cultural shifts that revolutionize how organizations engage employees and consumers. She is known for her ability to use a mix of data, storytelling, humor, and actionable takeaways to discuss the trends that most impact the bottom line of organizations. Previously, Kim was the content director at a research firm dedicated to generational and millennial trends. Her undergrad research is around Baby Boomers and longevity. Her post-grad work is around Millennials and social media networks.

Kim has keynoted for some of the most renowned companies in the world. She has received rave reviews from clients such as American Express, Cisco Systems, Deloitte, Disney, General Mills, LinkedIn, MasterCard, PricewaterhouseCoopers, Wells Fargo, and more. In addition to speaking, Kim has written white papers on the topics of generational wealth transfer in the finance sector, retirement trends in the hospitality industry and the impacts of mindfulness practices on healthcare costs. A researcher to the very core, Kim employs eye-opening statistics to accentuate her points and mixes them with stories and case studies to make her message come alive. She is a sought-after expert and has been featured on NPR as well as national publications such as The Wall Street Journal, The Huffington Post, USA Today and more. She is currently the head of research on a new book published by Harper Collins about

Gen Z, the teenage demographic. Kim lives and works in Minneapolis where she is currently running a research initiative to identify how the Sharing Economy impacts our perspectives on community and consumption. She is an advisor to Tuesday Strategies, a political tech startup focused on engaging Millennial voters and she is a volunteer for the 78 Cents Project where she provides speech coaching to young women. When not delving into the minutia of human behavior, you can find Kim paddle boarding, planning an overseas adventure or binge watching Game of Thrones.