Join us for this special event!

On December 2nd @ 3pm EST, I’m teaming up with founder Adam Holt for a live “get in the kitchen” experience. Think Emeril Lagasse meets financial planning.

Instead of talking about what advisors *should* do, Adam’s pulling back the curtain to show us what actually happens in the field — the questions, visuals, and frameworks that turn data into meaningful conversations clients never forget.

Here’s what we’ll be cooking up together:

• How to engage multiple generations in one household — and the questions that make everyone lean in.
• A simple framework to discuss protection strategies without sounding salesy (a.k.a. the 6 financial fire drills).
• How to keep every review conversation focused on what really matters — aligning advice with clients’ values and intentions before ever talking about money.

This is a live interactive session where we’ll watch, learn, and maybe even say “BAM!” once or twice.