AdvisorSmart® Public Presentations. $5000 speaking fee (plus travel expenses)
We are passionate about objective, fee-only financial advice and we are available to speak at your event to educate your audience about the growing field of fee-only financial advisors. At AdvisorSmart®, we provide public presentations on the value of objective, fee-only financial advice. Our experience is speaking at professional trade associations, membership organizations, investor conferences and neighborhood groups. All AdvisorSmart® presentations are geared to be both educational and entertaining and are always tailored to meet the specific learning needs of your audience. We tailor our presentations to deliver a personalized presentation that will both educate and entertain your audience. All AdvisorSmart® public presentations are delivered by David Bromelkamp, a veteran financial advisor with over three decades of experience working with both individual and institutional investors. Contact us today to learn how we can enlighten the members of your community.
A overview of Fee-Only financial advice for individual investors in the United States. We will help your audience to understand the various types of financial advisors in the United States so they can make more informed choices when selecting a financial advisor.
Establish your New Year's Resolution to get better financial advice.
This presentation will provide you with a prudent process to follow when searching for and hiring a financial advisor. Learn about fee-only financial advisors and the the benefits to the individual investor of fee-only financial advice.
Learn how to use free government databases to research financial advisor registration, licensing, education, work history and regulatory infractions.
Learn how to search for and select an objective financial advisor for the Individual Investor.
Five tips from the new book AdvisorSmart® for the Individual Investor: Your Guide to Selecting a Financial Advisor to Get Better Advice which is scheduled to be released in May of 2024.
Some of the best ideas from the new book AdvisorSmart® for the Individual Investor: Your Guide to Selecting a Financial Advisor to Get Better Advice which is scheduled to be released in May of 2024.
Prepare for your transition to retirement with insights from the new book AdvisorSmart® for the Individual Investor: Your Guide to Selecting a Financial Advisor to Get Better Advice which is scheduled to be released in May of 2024.
Prepare for your transition to retirement with insights from the new book AdvisorSmart® for the Individual Investor: Your Guide to Selecting a Financial Advisor to Get Better Advice which is scheduled to be released in May of 2024.
Prepare for your transition to retirement with insights from the new book AdvisorSmart® for the Individual Investor: Your Guide to Selecting a Financial Advisor to Get Better Advice which is scheduled to be released in May of 2024.
Establish your New Year's Resolution to reduce your investment costs.
Avoid costly financial mistakes with insights from the new book AdvisorSmart® for the Individual Investor: Your Guide to Selecting a Financial Advisor to Get Better Advice which is scheduled to be released in May of 2024.
Learn about the AdvisorSmart® financial audit which can help you to identify specific ways to reduce your investment management fees.
A overview of Fee-Only financial advice in the United States. We will help your audience to understand the various types of financial advisors in the United States so they can make more informed choices when selecting a financial advisor.
How to search for and select an objective financial advisor for the INSTITUTIONAL investor. We will help your audience to understand the various types of financial advisors in the United States so they can make more informed choices when selecting a financial advisor.
Learn how to search for and select an objective financial advisor for the Nonprofit Organization. We will help your audience to learn how to design, develop and execute a disciplined Request For Proposal (RFP) process when selecting a financial advisor.
An explanation of the new book AdvisorSmart® for the Nonprofit Organization: a Guide to Selecting a Fee-Only Financial Advisor which is scheduled to be released in the summer of 2025.