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

Please click below to listen to my rap song about financial advisors!

June 14, 2019

Podcast

How many people look forward to that website upgrade? Nobody. People would

June 6, 2019

Podcast

As you know, we tell the real story on the Sara Grillo

June 3, 2019

Podcast

Let’s be real…the financial advisor risk tolerance questionnaire as we know it

May 20, 2019

Podcast

To quote the great Ric Edelman, who I was honored to have

April 15, 2019