Speaking

Michael speaks on a wide range of topics, including content on both technical planning issues and practice management.

  • Keynote or breakout sessions
  • 1-hour or 2-hour formats
  • Discounts for associations

Consulting

Tap Michael's expertise to gain perspective on how your company can better serve, reach, and succeed in working with advisors.

  • Grassroots perspective on advisors
  • Insights across the channels
  • Available for full-day site visits