Get in Touch

Let's Start a Conversation

Whether you are an advisor, a firm leader, or an event organizer. The best way to start is here. All messages go directly to John.

Send a Message

Use this form for general inquiries, book questions, firm conversations, and media requests.

Speaking and Workshop Inquiries

Bring The Listening Advisor™ to Your Firm or Event

All speaking engagements are customized for the audience, the firm, and the outcome you are trying to drive.

Advisory Firms and Broker-Dealers

Full-day workshops, keynotes, and advisor development programs built around The Listening Advisor™ framework.

Industry Conferences and Organizations

FPA Annual Conference, NAPFA National Conference, NAIFA Performance + Purpose, MDRT Annual Meeting, CFP Board events, Schwab IMPACT, LPL Focus Conference, Raymond James National Conference, Pershing INSITE, T3 Technology Conference, Morningstar Investment Conference, CIMA/IMCA Annual Conference, and similar industry gatherings.

CEO Peer Networks and Executive Groups

Half-day sessions on listening as a leadership skill, for any executive who wants to lead through connection rather than authority.

Study Groups and Professional Development Programs

MDRT study groups, CFP continuing education sessions, and in-house advisor development programs at broker-dealers and RIAs.

Speaking Inquiry Form

Describe your event, your audience size, and your goals. All engagements are customized.

First Name

Last Name

Organization or Firm

Event Type

Audience Size

Proposed Date or Window

What Do You Hope Your Audience Takes Away?