Speaking
I am an experienced speaker on technology topics for the wealth management and financial adviser industry. I have presented webinars and live speaking engagements to audiences ranging from 2 to 2,000 individuals. I’m based in Dallas, TX, providing easy non-stop travel to over 125 domestic destinations.
The best way to arrange a speaking engagement is to Contact me or to send me a @reply message on Twitter.
Upcoming Presentations
I’m presenting at the following conferences and events. Please say hi if you’re attending:
- FPA Denver 2010, October 9-12, 2010
Example Speaking Topics
- Managing Compliance in the Age of Social Media
- Enhancing Relationship Continuity with CRM (CE eligible)
- Emerging Trends in Financial Service Technology
- Tools and Apps for Advisor Productivity
Past Speaking Engagements Include …
- TD Ameritrade Institutional 2010 National Conference
- Leveraging Social Media to Grow Your Business (Coverage from Joel P. Bruckenstein in MorningstarAdvisor)
- The Standard® Webinar Series
- Productivity Tips: How to Get More Done (replay available)
- Financial Planning Association of Maryland
- Compliance Issues Related to Social Networking Tools (replay coming soon)
- FPA Business Solutions 2010
- CRM: No Longer a Luxury, A Necessity
- InvestmentNews Webcast (replay available)
- 50 Cost-Saving and Money-Making Ideas in 50 Minutes (my portion begins at the -27:50 time point)
- ASPPA 401(k) SUMMIT 2010
- Road Warrior Best Practices: How to Select and Implement Mobile Technology Solutions
- ByAllAccounts Webcast (replay available)
- Understanding Inherent Risks Associated with Custody of Client Credentials
- Investigo, a division of Broadridge, User Conference
- Emerging Trends in Financial Service Technology
- Advisors Going Independent Webinar Series (replay available)
- Setting Up A New Advisory Firm
- Advisor Products, Inc. Financial Crisis Webinar Series (replay available)
- Advisors Using Social Networking Successfully
- SRI in the Rockies 2009 Pre-Conference for members of First Affirmative Financial Network
- Enhancing Relationship Continuity with CRM
- Better Service in Less Time: Tools for Advisor Productivity
- Financial Planning Association of Oregon & SW Washington
- Enhancing Relationship Continuity with CRM
- Financial Planning Association of Mid-Oregon
- Enhancing Relationship Continuity with CRM
- Financial Planning Association of Dallas/Ft Worth
- Career Path Round Table for Young Planners and Career Changers
