Thanks so much for coming to my presentations for the Commonwealth Bank of Australia Advice Professionals Conference!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading Materials:
- "Future Of Financial Planning" Reading List
- Real-Time Collaborative Financial Planning and the Evolving Role of the Financial Advisor
- 3 Ways the Digital Age Will Change Financial Planning in the Next 10 Years
- Growing a Planning Firm in the Digital Age: The Rise of Inbound Marketing
- The Delivery of Financial Planning in the Digital Age
- Why Robo-Advisors Will Be No Threat to Real Advisors
- What Robo-Advisors Truly Threaten to Disrupt: Index ETFs and Mutual Funds, Smart Beta and Algorithmic Investing, Custodians and their Advisor FinTech Ecosystem
- Celebrating My 5 Year Blogiversary, And A Look At How I Get Paid For “Free” Blogging
- #FASuccess Ep 020: Building A Successful Business By Giving Away 99% Of What You Do For Free with Michael Kitces
- My Top 5 Tips For Blogging Success As A Financial Advisor
- 5 Financial Advisor Blogging And Social Media Strategy Lessons I’ve Learned (The Hard Way)
- Successful Social Media And Blogging For Financial Advisors Is About Scalable Prospecting, Not Selling
