Evan is a practitioner, first. He knows what works for clients and firms because he has lived it first hand. As the partner responsible for firm growth, Evan brought his former RIA from less than $300MM in AUM to over $1B in AUM in just six years using only organic growth strategies. He uses the firm he founded, Exit 59 advisory, as a lab to test academic research in practice.
Evan has delivered over 500 live presentations to consumers and financial professionals. He speaks, consults and writes on the topics of practice management, growth and service.
Evan is a special topics instructor in the financial planning program at Texas Tech University, a regular contributor to the Journal of Financial Planning and the Kitces blog. His work has been listed on the all-time “best of” Kitces posts.
Speaking Fee Range: $3,000-$5,000
Varies based on location, format, and customization.
In this presentation, Evan will guide financial planners through an evidence-based client communication cadence based on academic research. This presentation will cover how frequently you should discuss investments, planning, and clients’ hobbies, to maximize referrals and retention. He’ll cover everything you need to know about how to create a better communication schedule with your clients.
Based on Morningstar research and his subsequent Kitces blog post, Evan dives into what clients actually value in an advisor. From there, he will show you how to apply this to your sales and service process to maximize growth and retention. Evan’s blog post has been featured on the Kitces all-time “best of” list.
In this one-hour CE presentation, Evan examines three influence principles, reciprocity, scarcity, and social proof, and how advisors can use them ethically with prospective clients. The session draws a clear line between influence that serves a client’s best interest and manipulation that overrides it, a distinction central to fiduciary duty. Closing for fit isn’t manipulation; it’s professional responsibility.
Every financial move you make in retirement shows up on your tax return. In this session, Evan will show you how to minimize your lifetime tax bill. This includes how to approach major financial transitions, including retirement, relocation, divorce, and death. Don’t miss how to maximize your income and minimize your taxes.
“Your presentation last week was first class. After some thought, I would rate it remarkable. You have a compendium of knowledge in a technical area, understand it, simplify it, and explain it well.”
“I would come to hear this speaker again and again. Outstanding, great information and perspective.“
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“Your presentation last week was first class. After some thought, I would rate it remarkable. You have a compendium of knowledge in a technical area, understand it, simplify it, and explain it well.”
