Media

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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)

Print


Investopedia Top 100 Financial Advisors 2020

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?

Citywire: "Hashtag Heroes"

Financial Advisor Magazine: Young and Bold

Investopedia 2019 100

CNBC.com: "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

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

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

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