Past Speaking
Riskalyze Fearless Week 2020: Investing Innovations: Bulding Your Tech Stack
Inside ETFs 2020: Growing Together--The Power Of Collaboration
Bloomberg ETF IQ: Risk-On ETF Flows, 'America First' Pushed Aside & Bridgewater's EM Bets
NAPFA Genesis: The Art Of Personal Brand Building
Wealth/Stack 2019: The New Influencers--Building Your Advisor Brand on Social Media
IMN Global Indexing 2019: How to Reach Young Investors
Lambda School: Decisions--How Financial Decisions You Make Today Can Impact Your Future
Inside ETFs 2019: Effectively Transfer Wealth & Retain Assets
XYPN Live 2018: Building A Personal Brand To Boost Your Firm's Growth
EBI West 2018: Growing Your Practice: Driving New Business and Deepening Existing Relationships
Upcoming Speaking
Keynote Speech in May TO BE ANNOUNCED (Rescheduled)
Investment News 40 Under 40 2020 Class
Andreessen & Horowitz: 1,000 True Fans? Try 100
WealthManagement.com: Two FinTwits Launch Paid, Private Community For Advisors
WealthManagement.com: Riskalyze FinTech Monthly Report August 2019
RIA Intel: Do-Good Advisors Or Something Else?
Financial Advisor Magazine: Young and Bold
CNBC.com: "How These Advisors Are Using Social Media To Grow Their Business"
Jobs In ETFs Wealth/Stack, AGC®, and More
Think Advisor: "Ken Fisher's Off-Color Comments at Conference Spark Debate"
Journal Of Financial Planning: Marketing
Journal Of Financial Planning: Cryptocurrency
Dimensional Funds: Dimensional Gathers Financial Marketing And Media Leaders
Podcasts
You're A Financial Planner...Now What?: Creating A Personal Financial Planning Brand With Content
Tacos & Tech: Why Financial Advisors Need Great Branding
Standard Deviations: Building a Brand And A Community
Chit Chat Money: The RIA Industry
ETF Prime: Financial Advisors Growing Personally And Professionally
The ETF Experience Podcast: Collaboration, Content, and Balance
Experiments In Advisor Marketing: The Showdown-Blog vs. YouTube vs. Podcast
Living With Money Ep. 081: You Are Your Brand
Young Money Ep. 011: The Innovative Financial Advising Firm
Living With Money Ep. 003: RLS Wealth Management
XYPN Radio Ep. 118: Using A Barbell Service Model To Serve Two Niches
Video
Bloomberg ETF IQ
Live From The Compound
Inside ETFs 2020 w/ Informa
Advisor Analyst Group: Build Your Personal Brand And Become Discoverable By Clients