Office Hours
Every month, I hold Open Office Hours to discuss anything that I normally help people with, which includes starting an RIA, process and technology, Altruist, SRI/ESG, and marketing.
Free Consulting via Voice Memo
If you are a financial advisor needing some help, please feel free to send me a voice memo. I will answer via voice memo, and we can "talk" back and forth asynchronously. There is no charge for this.
Webinars & Videos
Client Onboarding & Service: A Simple, Scalable Blueprint for RIAs
- Recording (YouTube)
- Slides (PDF)
- Client Agreement Template (Google Slides)
- Workflows and Email Templates (Google Drive)
- Process Graphic (Google Slides)
- IPS (Google Sheets)
- Investment Questionnaire (JotForm)
- Money Mood Check-in (JotForm)