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AdvisorSmart
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AdvisorSmart® Public Speaking

AdvisorSmart® Public Presentations

Financial Literacy for Investors - Educational Presentations for Your Organization

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.

Topics for Individual Investors - Financial Literacy

What is Fee-Only Financial Advice?

New Year's Resolution: Better Financial Advice

New Year's Resolution: Better Financial Advice

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. 

New Year's Resolution: Better Financial Advice

New Year's Resolution: Better Financial Advice

New Year's Resolution: Better Financial Advice

Establish your New Year's Resolution to get better financial advice.

Financial Literacy: How to Find and Hire a Financial Advisor

How to Use Free Government Databases to Research Financial Advisors

How to Use Free Government Databases to Research Financial Advisors

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. 

How to Use Free Government Databases to Research Financial Advisors

How to Use Free Government Databases to Research Financial Advisors

How to Use Free Government Databases to Research Financial Advisors

Learn how to use free government databases to research financial advisor registration, licensing,  education, work history and regulatory infractions.

Topics for Individual Investors - Selecting an Advisor

Get AdvisorSmart: A Prudent Process to Selecting a Financial Advisor

Get AdvisorSmart: A Prudent Process to Selecting a Financial Advisor

Get AdvisorSmart: A Prudent Process to Selecting a Financial Advisor

Learn how to search for and select an objective financial advisor for the Individual Investor.

5 Tips to Selecting a Great Financial Advisor

Get AdvisorSmart: A Prudent Process to Selecting a Financial Advisor

Get AdvisorSmart: A Prudent Process to Selecting a Financial Advisor

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. 

The Secret to Hiring a Great Financial Advisor

Get AdvisorSmart: A Prudent Process to Selecting a Financial Advisor

The Secret to Hiring a Great Financial Advisor

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. 

Topics for Individual Investors - Retirement Planning

Better Financial Advice to Prepare for Your Retirement

Your Transition to Retirement: 5 Ideas to Get Better Financial Advice

Your Transition to Retirement: 5 Ideas to Get Better Financial Advice

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. 

Your Transition to Retirement: 5 Ideas to Get Better Financial Advice

Your Transition to Retirement: 5 Ideas to Get Better Financial Advice

Your Transition to Retirement: 5 Ideas to Get Better Financial Advice

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. 

Retire Comfortably with Better Financial Advice

Your Transition to Retirement: 5 Ideas to Get Better Financial Advice

Retire Comfortably with Better Financial Advice

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. 

Topics for Individual Investors - Reducing Costs

New Year's Resolution: Reducing Investment Costs

The Individual Investor's Financial Audit: A Smart Strategy to Reduce Your Costs of Investing

How to Avoid Wall Street Scams and Lower Your Investment Costs


Establish your New Year's Resolution to reduce your investment costs.

How to Avoid Wall Street Scams and Lower Your Investment Costs

The Individual Investor's Financial Audit: A Smart Strategy to Reduce Your Costs of Investing

How to Avoid Wall Street Scams and Lower 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. 

The Individual Investor's Financial Audit: A Smart Strategy to Reduce Your Costs of Investing

The Individual Investor's Financial Audit: A Smart Strategy to Reduce Your Costs of Investing

The Individual Investor's Financial Audit: A Smart Strategy to Reduce Your Costs of Investing

Learn about the AdvisorSmart® financial audit which can help you to identify specific ways to reduce your investment management fees. 

Public Presentation Topics for Nonprofit Investors

Fee-Only Financial Advice

Financial Advisor Search for the Institutional Investor - Nonprofit Organizations

Financial Advisor Search for the Institutional Investor - Nonprofit Organizations

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. 

Financial Advisor Search for the Institutional Investor - Nonprofit Organizations

Financial Advisor Search for the Institutional Investor - Nonprofit Organizations

Financial Advisor Search for the Institutional Investor - Nonprofit Organizations

 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. 

Nonprofit RFP to Select a Financial Advisor

Nonprofit RFP to Select a Financial Advisor

Nonprofit RFP to Select 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. 

Find an Advisor for the Nonprofit Investor

Nonprofit RFP to Select a Financial Advisor

Nonprofit RFP to Select 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. 

Contact Us

Drop us a line to learn more about our public speaking experience and expertise.

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