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

They say kids are smarter than we are…

July 8, 2019

Podcast

This rap is dedicated to all of you fiduciaries out there. Fiduciary

July 3, 2019

Podcast

In this blog/podcast we discuss hourly fee financial planners, the financial advisor

July 1, 2019

Podcast

On today’s show we have Eric Clarke of Orion Advisor Services who

June 24, 2019

Podcast

WOW that’s painful to talk about. Could your financial advisor practice be

June 15, 2019