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)
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?
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