Make it impactful, actionable and memorable.
Presentations range from 30 minutes to multi-day training sessions. A significant portion of our material can be made eligible for continuing education credits.
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:
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.