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Past Speaking

Riskalyze Fearless Week 2020: Investing Innovations: Bulding Your Tech Stack

Wealth Professional Canada’s AdvisorConnect "Technology- Redefining the Future of Advice" Virtual Conference

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

FPA Journal In The Round

IMN Global Indexing 2019: How to Reach Young Investors

Inside ETFs Canada 2019: Building a Bigger Business--It’s All in the Way You Interact With Your Clients

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 Two FinTwits Launch Paid, Private Community For Advisors Riskalyze FinTech Monthly Report August 2019

RIA Intel: Do-Good Advisors Or Something Else?

Citywire: "Hashtag Heroes"

Financial Advisor Magazine: Young and Bold

Investopedia 2019 100 "How These Advisors Are Using Social Media To Grow Their Business"

Citywire: "Thanks, Dad"

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


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

Gestalt University Podcast: Leverage The Power Of Digital Marketing To Supercharge Your Business Growth

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


Bloomberg ETF IQ

Live From The Compound

Inside ETFs 2020 w/ Informa

Advisor Analyst Group: Build Your Personal Brand And Become Discoverable By Clients