Thomas J. Anderson Consulting

Thomas J. Anderson ConsultingThomas J. Anderson ConsultingThomas J. Anderson Consulting

Thomas J. Anderson Consulting

Thomas J. Anderson ConsultingThomas J. Anderson ConsultingThomas J. Anderson Consulting
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    • Home
    • About
      • Sample engagements
      • Select endorsements
      • Leadership
    • Services
      • Consulting
      • Speaking
      • Content
    • Contact
  • Home
  • About
  • Services
  • Contact

What is the theme of your next meeting?

Make it impactful, actionable and memorable. 

Our presentations

Presentations range from 30 minutes to multi-day training sessions. A significant portion of our material can be made eligible for continuing education credits. 

Most popular presentation

Comprehensive wealth management

Think and act like a Personal CFO 

New York Times best-selling author and financial planning expert Tom Anderson will teach you about the power of delivering comprehensive wealth management solutions – managing both sides of the balance sheet. 


It is a fact: integrating both sides of the balance sheet into your planning process delivers superior solutions for your clients. Tom Anderson will explain how incorporating lending into his financial planning strategy helped his firm reach $1 billion in assets under management, and why it’s essential to position yourself as a personal chief financial officer for your clients. 


Discover how to:

  • Use assets and liabilities to develop a strong financial plan
  • Stand out from the crowd by demonstrating the value of comprehensive advice
  • Deliver superior solutions and competitor-proof your practice


Latest presentation

The future of money and banking

Our latest presentation focuses on the importance of establishing the hierarchy of your convictions on the future of money and banking. 


Rather than form a single conviction, it is helpful to have a hierarchy of convictions with varying degrees of confidence. The more complex the topic, the more important it is to break it into subcomponents.


Taking a position on the future of money opens a worm hole that includes blockchain, cryptocurrency, bitcoin, gold, banking, payments, politics, the role of governments, sovereign vs. individual rights, and even the future of global peace and prosperity. 

Sample Topics

Comprehensive Wealth Management

  • Thinking and acting like a personal CFO

Future of Money / Future of Financial Services / Blockchain / Fin-Tech Ecosystem

  • Blockchain / Bitcoin / Future of Money
  • Future of financial services
  • History of money
  • Fin-tech ecosystem / trends

Lending

  • Wealth management lending
  • Securities based lending

Cash Management

  • Optimizing client cash

Wealth Management

  • Investment strategies / asset allocation
  • Economic outlook / defensive strategies
  • OCIO

Practice Management

  • Best practices 
  • Advisor-to-Advisor

See what people are saying:

Find out more

Tom speaking about The Value of Debt

From small group leadership meetings to main stage events

How to book a presentation

  • Direct through Thomas J. Anderson Consulting, LLC as a part of a broader engagement
  • Through AEI Speakers Bureau for a one time event

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