I LOVE SHARING THE JOURNEY WITH FELLOW TRAVELERS.

I’ve spoken to conferences with thousands of attendees, and strategic meetings with an electric group of 25 people. Either way, the opportunity is still the same — to share the perspectives gained from building a company from scratch that employed hundreds of people and served tens of thousands of customers. That experience teaches you a thing or two, and I love paying it forward by sharing that with groups of people.

My calendar is relatively constrained, but if you have an important event where you think I can contribute, do reach out and I’ll do my best to make it work.

TYPICAL SPEAKING TOPICS

  • Creating a Mission-Driven Organization. How to navigate to shared clarity on mission, vision, values, strategy and objectives.

  • Building a Cohesive Leadership Team. How to lay the foundation for an effective, high-performing team of leaders who can build a rocket ship without allowing egos or personal agendas to blow it up.

  • Putting the Cult into Culture. Turning your organizational culture from an accident to an intentionally-designed superpower for your success.

  • Unleashing the Principles of Storytelling to Drive Results. Use this powerful framework in every Hollywood movie to transform how you tell your story.

  • The Lie Advisors Should Never Believe Again. How robo advisors had a flawed business model, illustrated through SWOT analysis. Advisors leave with a deep understanding of the value drivers of their business and how to effectively differentiate.

  • Harnessing Human Behavior to Drive Investor Success. Financial services companies need their clients to make good decisions, or they can’t deliver a successful outcome. Learn how to harness the principles of behavioral psychology to ensure clients are set up to win.