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Schedule a call for a day and time that works for you.

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Discovery Call

If you are currently a licensed financial advisor (7 and/or 65/66) with $30M+ AUM, this call is for you!

New Advisor Call

If you are looking to enter the profession, or currently have <$30M AUM, this call is for you!

Existing RIA Call

If you are an existing RIA desiring to attract advisors to your firm, or want to benchmark your offering, this call is for you!

*I typically request calls be conducted via Zoom video (versus regular audio call) as I find this to be the most productive way to have a two way dialogue. If you prefer audio only though, the confirmation email you’ll receive has dial-in info as well.
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