Free Monthly Open Office Hours

Every month, I hold free Open Office Hours to discuss anything that I normally help people with, which includes starting an RIA, process and technology, Altruist, SRI/ESG, and marketing.

Bring your questions about running and growing an independent advisory firm. Sessions are held on Zoom, and registration is free.

Can't make it live? You can always send me a voice memo and I'll reply asynchronously, free of charge.