Immersion2025 – join the Transparent Advisor Movement

Thanks for visiting this page about Immersion2025. The event already happened but the GREAT news it that we’re having other events, whoo hoo!

To learn about future Immersion events, please visit our Immersion website.

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Podcast

Join my guest Grant Barger and I as we discuss the emotional

November 5, 2019

Uncategorized

There are a ton of ho-hum keynote speakers out there, and they’re

November 5, 2019

Financial Advisor Marketing

I used to be a keynote speaker. I have recently resigned from

November 4, 2019

Podcast

New Years being January 1st is a big lie. November 1st is

October 29, 2019

Financial Advisor LinkedIn

For those of you skeptical that financial advisors can get any good

October 29, 2019