Anne Loehr

Trends Shape Future Leadership

Dubbed "The Generational Guru" by the Washington Post

Understanding a generation’s defining characteristics and core values can help businesses create products and craft messages that capture the customer’s attention. — Yankelovich Report

Anne Loehr is an internationally sought after keynote speaker, writer, consultant, and trainer. She helps leaders and sales professionals connect today’s everyday decisions to the future workplace. Her end goal is to help organizations & individuals retain their top talent and clients and not only survive, but thrive.

Named the “Generational Guru” by The Washington Post, Anne’s work has been featured in Newsweek International, The Washington Post, The New York Times, Huffington Post, National Geographic Traveler, Washingtonian and CNN Money. A member of the prestigious National Speakers Association, Anne speaks regularly at national conferences and on the radio. She is also a faculty member of the American Management Association, teaching leadership courses around the country.

After graduating from Cornell University’s Hotel School, Anne Loehr managed and eventually owned international, eco-friendly hotels and safari companies for over 13 years.

Since selling her hospitality businesses and becoming a certified executive coach, facilitator and management consultant, she has worked with diverse organizations such as Facebook, US Air Force, Merrill Lynch, American Red Cross, Coca-Cola and Williams-Sonoma to consistently help organizational teams improve their communications and deepen their working relationships.

  • Preparing Financial Advisors for Success: Engage Every Age: How to Form Deep Client Relationships with Every Generation
  • Preparing Leaders for the Workforce of the Future: The 4 biggest workforce trends that you will need to stay in front of to survive
  • The Art of Inquiry: Powerful Leaders Listen
  • Coaching to WIN BIG: Increase Your Team’s Productivity, Focus, and Creativity

“Your multi-generational communication training was excellent. It is exactly the type of coaching that FAs need when working with their ‘older’ book and trying to extend the relationship to the next generation.”
Rachel Kanter Vice President, Morgan Stanley Smith Barney, LLC

“Your session had the most value of all of the sessions that I attended over the 2–day conference. I have quoted you and referred to your chart often for business, as well as inter-personal relationships. Accessing the information that you provided has made me feel conversationally conversant to offer ideas and suggestions to those struggling to motivate and inspire their young charges.”
Ann Fink, Vice President, Morgan Stanley Smith Barney

“Very informative. A good amount of take-aways I can use for my sales career.”
Mike Grinnon, NYLIFE Securities

“Anne has a new, fresh approach that is really eye opening to successful financial advisors and their teams. Many organizations offer simplistic tactics at making their practice attractive to the next generation.”
 Patrick Sweeney, MBA, Associate Director, Learning Delivery Wealth Advisor Programs, US

Selected Client List

Generational Leadership

  • Morgan Stanley Smith Barney
  • American Red Cross
  • Emory University
  • John Hancock
  • National Parks Conservation Center
  • Merrill Lynch
  • Wells Fargo
  • Barron’s
  • National Committee for Quality Assurance
  • John Hopkins University Applied Physics Laboratory
  • The US Army

    Leadership Development & Management Development

  • Facebook
  • American Management Association
  • Booz Allen Hamilton
  • United States Department of State, Foreign Service Institute
  • B’nai B’rith Youth Organization
  • Share Our Strength
  • US Air Force
  • Chemonics International
  • Interfolio
  • Bambeco
  • United Nations Foundation
  • Defense Intelligence Agency
  • USDA
Travels From: Washington DC
$5,001 to $10,000


Anne thrives at the intersection of leadership, relationships, and connections. Her books, online learning programs,  keynotes, and workshops seamlessly blend insights and experiences from Leadership Development and Management Development as she teaches clients how to leverage diversity in the workplace.

Throughout her career, Anne has lived and learned at the crossroads. She graduated from Cornell University’s School of Hotel Management and moved to Africa where she owned and managed eco-friendly hotels and safari companies for more than 15 years. Africa shaped her worldview, challenged her fortitude, and taught her firsthand the power of authentic leadership.

Anne left the USA to turn around a Kenyan hotel, but she also became fluent in crisis management, facing down lions, tsunamis, rivers that carried away camp generators, and plenty of interpersonal and community conflict. Five hundred employees from different tribes did not just come together and succeed by themselves—Anne’s leadership transformed their lives and work, just as earning their respect and trust transformed her. At the time she couldn’t find top-quality leadership, coaching, and team effectiveness facilitators for her Kenyan employees, so she educated herself and put her knowledge to good use.

When she sold her companies and returned to the USA, she brought along her passion for leadership development and executive coaching that helps leaders communicate effectively and deepen their working relationships. Authentic relationships are shaped by courage and respect, and Anne’s work continues to show that transformational leadership can lead to increased employee retention, higher sales, and a healthy bottom line.

Today’s workplace cries out for new approaches to leadership—change continues at a lightning pace and technology keeps the pedal to the metal. Leaders and managers now contend with 4 generations in the workplace, not to mention a potluck of other cultural differences. Anne was named the “Generational Guru” by The Washington Post thanks to her unique insights on leveraging the best in each generation and giving her clients an edge in their business.

Anne’s work has been mentioned and/or featured in Newsweek International, The Washington Post, The Huffington Post, The New York Times, National Geographic Traveler, Elle (Canada), Outside Magazine, CNN Money, The Sunday Times (UK), The Guardian (UK) and other international publications. She also co-authored a series of leadership articles for the Washington Business Journal.


On average, Financial Advisors lose 98% of an account’s assets after the death of a client. Unless you make the effort to create independent relationships with the next generation of your client’s family, you too could get caught up in that dismal statistic.

Being the best Financial Advisor for all of your clients requires understanding what shapes the core beliefs and values of all generations, so that you can form deep client relationships with each generation. Once you understand the language and culture of each generation, you can build rapport and trust more effectively from the moment you start to reach out.

What’s your strategy for nurturing the next generation of clients in your practice? If you don’t have one, it’s never too late to get started.

Anne’s presentations give Financial Advisors strategies and action steps for:

  • Overcoming a range of generational challenges,
  • Communicating effectively with each generation,
  • Bridging generational gaps between Gen X, Millennials’ and Baby Boomers,
  • Increasing net new assets,
  • Maintaining assets under management,
  • Developing long-term clients, and
  • Creating a diversified book for your practice.

Anne has proven answers to the biggest questions facing Financial Advisors today.

There are big changes coming to the American workforce. In order to survive and thrive in the very different workplace of tomorrow, organizations need to know, plan and stay in front of these changes.

This keynote will help you lead through these changes, including the four biggest trends:

  1. Demographic tsunami of retiring workers.
  2. Women leaving the corporate world.
  3. The old diversity minority is the new majority.
  4. Temporary worker demand is rising with predictions that 40 percent of the workforce will be contingent workers by 2020.

Your job is to help get ready for these changes, and her job is to help you do that with her blogs and keynote. Through Anne, you will be able to answer:

  • How will I retain my organizational knowledge before the demographic tsunami hits?
  • How will I win the war for top talent?
  • How will I help grow an organization with the newest generation of leaders?

Inquiry and listening improve collaboration. When a leader increases her questions-to-statements ratio, she automatically empowers the employee to find an innovative solution on his own. When a leader increases her statements-to-questions ratio, she automatically squelches collaboration and innovative thinking. Yet asking questions is not natural for many leaders, since they are often expected to have all the answers. So how does a leader learn to effectively use inquiry?

This engaging and dynamic presentation helps leaders bridge the gap between attitude, collaboration, and effective leadership.

The Art of Inquiry keynote focuses on:

  • Why inquiry is a vital element of successful leadership and collaboration
  • How attitude is the keystone to success in all areas of work
  • How leaders can increase collaboration by changing their questioning style
  • The impact a 5-minute inquiry conversation can have on attitude and collaboration

An engaging, practical, and interactive keynote presentation to help you:

  • Increase your team’s productivity, focus, and creativity
  • Learn, practice, and hone coaching skills that will make you a leader among leaders
  • Motivate your team for peak performance

Based on her acclaimed book  A Manager’s Guide to Coaching: Simple and Effective Ways to Get the Best from Your Employees, Anne’s keynote presentation will introduce attendees to vital topics, such as:

  • Why coaching is vital to effective leadership and how it improves the bottom line
  • A practical coaching model you can begin using immediately
  • About coaching questions that lead employees to higher levels of effectiveness
  • How to help your employees deal with typical issues such as: interpersonal conflicts, time management, motivation, confidence, conflicting priorities, difficult conversations, and more
  • How to be comfortable coaching at work or in any situation

Areas of expertise

  • The Different Generations
  •  Leadership
  • Emotional Intelligence
  • Diversity in the Workforce
  • Generational Differences at Work
  • Women in the Workforce
  • Managing Difficult Employees
  • Creating a Culture of Purpose
  • Coaching & Consulting
© 2024 Ro Morrison & Assoc.