I have a very simple goal: do my part to move the financial planning profession forward.
Here’s how I’m doing just that…
Tired of seeing boring speakers click through the same text-filled PowerPoint presentations you’ve seen over and over at previous conferences? I have one rule when booking speaking engagements – only speak on topics I am unbelievably passionate about. I promise to bring unmatched energy and passion to the stage, and will inspire and entertain the audience … just as long as they aren’t expecting an old guy in suit and tie. Read more »
It can be really difficult to know who to trust when you need some help. Whether you just need to get a few questions answered, or you are looking for a custom in-depth business consulting package, I have a service model that will fit your needs. I am passionate about working with financial advisors one-on-one to move them forward in their business, and would love to learn more about your unique situation. Read more »
I got my start by founding a financial planning firm, and I love getting my hands dirty by either founding or backing new companies that make it easier for financial advisors to do their job. I have learned that I’m completely incapable of seeing a need among financial advisors, and not doing everything in my power to fill that need. Feel free to check out the businesses I’m currently involved with! Read more »