Speaking Engagements
Available for conferences, advisory groups, and industry events on wealth management innovation and outcome-focused strategies.
Request Jon as a Speaker
Interested in having Jon speak at your conference, advisory group meeting, or industry event? Submit your request below and we'll be in touch.
Speaking Topics
Jon speaks on the challenges and opportunities in modern wealth management, focusing on integration, outcomes, and industry transformation.
Breaking Down the "Either/Or" Wall
Why clients deserve better than choosing between asset management and insurance products.
Outcome-Focused Wealth Management
Moving beyond products to deliver sustainable income and terminal value for clients.
The Counterparty Risk No One Discusses
Why systemic risk and insurer fragility deserve transparency in client planning.
Making Advisors Heroes to Their Clients
How the right tools empower advisors to address fear without sacrificing returns.