Compelling statistics, a thought‑provoking perspective, and the humor this industry badly needs.
Keynotes, panels, fireside chats, podcasts, and broadcasts for wealth management, RIA, and FinTech audiences. Practical over theoretical, with real numbers and no slides full of stock photos.
What I'm asked to talk about
Every talk is tailored to the room. These are the themes I come back to most.
Branding & authenticity
Why most financial brands sound the same, and what it takes to build one that clients actually remember and trust.
Demand generation for RIAs
Building a growth engine inside a fiduciary firm: content, paid, partnerships, referrals, and the measurement that keeps it honest.
Operational AI in wealth management
Where AI is already earning its keep in marketing and operations, where it isn't, and how to tell the difference before you buy.
Social media that compliance can live with
Showing up as a real person online inside a regulated firm, without creating a supervision problem.
Modern marketing strategy
Tell a better story, win a better client. The strategic choices that separate growing firms from busy ones.
GTM execution
Getting sales, marketing, and product pulling the same direction, drawn from operating roles on both sides of the table.
Where you may have seen me
For some still undetermined reason, I keep getting invited back.
Everything you need in one place.
Bio, headshots, topic abstracts, and AV needs in a single PDF. Send a date and an audience and I'll tell you quickly whether I can make it work.