Karen Koenig

  • Name:
    Karen Koenig

  • Company:
    Edward Jones

  • Title:
    Financial advisor

  • Area of Expertise:
    Financial Coach, Adviser, Author, Speaker

  • Speaking Topic #1:
    The 5 Money Types

    The 5 Money Types will help you understand your spending habits as a business owner and help you recognize the spending habits of your potential clients so they will buy. Are you an Overgenerous Olivia, Delusional Dan, Cheap Chip, Spendthrift Sally or Avoider Alice?

    In the presentation you will learn:

    • You have a relationship with money
      • It was Established when you were young
      • You witnessed parents’ relationship with money
      • You have beliefs and patterns about money
    • You have a dominant money type
    • Use the types to recognize patterns
  • Hometown:
    Everett, Washington

  • Will Travel:
    Nationally or Locally

  • Speaking Sample:

Karen‌ ‌has‌ ‌over‌ ‌30‌ ‌years‌ ‌of‌ ‌experience‌ ‌in‌ ‌male-dominated‌ ‌fields.‌ ‌She‌ ‌spent‌ ‌26‌ ‌years‌ ‌in‌ ‌the‌ ‌military,‌ ‌6‌ ‌years‌ ‌in‌ ‌aerospace‌ ‌and‌ ‌then‌ ‌changed‌ ‌careers‌ ‌entirely‌ ‌and‌ ‌went‌ ‌into‌ ‌financial‌ ‌services‌ ‌in‌ ‌2015.‌ ‌ ‌In‌ ‌the‌ ‌military,‌ ‌Karen‌ ‌rose‌ ‌to‌ ‌the‌ ‌rank‌ ‌of‌ ‌Major‌ ‌and‌ ‌figured‌ ‌out‌ ‌quickly‌ ‌that‌ ‌you‌ ‌can’t‌ ‌command‌ ‌people,‌ ‌but‌ ‌learned‌ ‌you‌ ‌can‌ ‌only‌ ‌advise‌ ‌and‌ ‌guide.‌ ‌She‌ ‌then‌ ‌took‌ ‌that‌ ‌experience‌ ‌into‌ ‌the‌ ‌aerospace‌ ‌industry,‌ ‌and‌ ‌not‌ ‌only‌ ‌did‌ ‌she‌ ‌advise‌ ‌and‌ ‌guide,‌ ‌Karen‌ ‌learned‌ ‌it‌ ‌was‌ ‌not‌ ‌about‌ ‌perfection‌ ‌but‌ ‌getting‌ ‌the‌ ‌job‌ ‌done‌ ‌well.‌ ‌ ‌

Not‌ ‌wanting‌ ‌to‌ ‌continue‌ ‌in‌ ‌corporate‌ ‌America,‌ ‌Karen‌ ‌then‌ ‌opened‌ ‌a‌ ‌financial‌ ‌services‌ ‌business.‌ ‌There‌ ‌she‌ ‌has‌ ‌learned,‌ ‌along‌ ‌with‌ ‌her‌ ‌other‌ ‌experiences,‌ ‌that‌ ‌success‌ ‌doesn’t‌ ‌mean‌ ‌self­‌ ‌sacrifice‌ ‌and‌ ‌to‌ ‌stand‌ ‌in‌ ‌her‌ ‌power‌ ‌and‌ ‌behind‌ ‌what‌ ‌she‌ ‌believes‌ ‌in.‌

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