I am a marketing consultant who helps financial professionals fight the tendency to barf meaningless cliché on their prospects. Prior to launching my own firm, I was a financial advisor and worked at Lehman Brothers in equity research. I collected a bunch of credentials (Harvard, NYU, CFA® designation) that look good on paper but have questionable relevance.
I have a
fabulous YouTube channel and podcast that you will love as well.
Thanks for visiting me and enjoy!
