DIRECTOR OF ADVISOR EDUCATION
Beyond Family, Faith and Friends – Jeff loves to fish, golf and was formerly an SCCA Road Race Car driver for his adrenaline fix.
THE NUMBER OF
MY RACE CAR.
Lessons from IDEO, the global design and innovation company, from a book by their founders titled, “Creative Confidence.”
What are the best tools for Financial Advisors to run an RIA? Learn from your peers as we share what works for us.
The true people’s couch is the Potomac Couch. The ultimate recommendation show for Financial Advisors.
How can customizations and more specifically, custom SMAs, provide added benefits for Financial Advisors?
Following our “February Hot Takes” we dive deeper into Donor Advised Funds. How can they help advisors grow?
While currently hot topics: Is direct indexing a fad? Is the custom SMA overhyped? Where can financial advisors…
Most of Jeff’s career has been spent doing diligence on strategists & helping advisors put multiple strategists together for an improved client experience.
His mantra has always been “Education is the key to success”.
- HANDYMAN 75% 75%
- FISHING ADDICT 100% 100%
- CORVETTE JUNKIE 82% 82%
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