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Advisor Growth Community™ At The Riskalyze Fearless Investing Summit

If you’ve had the change to talk with me, you know once I get going about something I’m passionate about I. JUST. CAN’T. STOP.  So, imagine the excitement when I found out I’d have a chance to share the vision for the Advisor Growth Community™ with over 650 advisors at the Riskalyze Fearless Investing Summit in Boston this week. I tossed and turned Tuesday night as I tried to come up with the perfect 3-4 minute talk about great the AGC™ has already become–containing myself to just a few minutes was going to be hard, but I had it down. Not only would this be a huge opportunity for the future growth of the community, but it would also be a giant step forward toward a personal goal to do more public speaking on an individual level. This would be a brief chance to see if I could command the stage.

Fast forward to Wednesday morning when getting prepped for the logistics for later that day and finding out that my time was cut down to 3-4 SENTENCES. I’d be lying if a little panic didn’t set in…but I had no complaints; I was beyond thankful to be there and would have been happy just to stand on stage for 30 seconds and flashed the AGC™ shirt. But now I had to confine my excitement to just 4 sentences…could I do it?

I think it went well, but I’ll let you be the judge.

In all seriousness, I do want to send a huge public THANK YOU to Aaron Klein and his Riskalyze staff; they put on a tremendous event and the entire Advisor Growth Community™ appreciates their generosity in allowing us to share our story with a ballroom full of exceptional advisors–many who would be great additions when enrollment opens back up in January.

Huge bonus: not only did I get to share the AGC™ with everyone, but a few of us were able to get together for coffee and a great conversation this morning.

If the recent posts about the Advisor Growth Community™ have piqued your interests, then head on over to

Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.