SPEAKING AND CONSULTING SERVICES TO HELP FINANCIAL PROS GROW.
EVAN T BEACH, CFP, EA
I help talented and motivated financial professionals grow their businesses through professional event speaking, firm consulting and 1:1 sessions.
As a CERTIFIED FINANCIAL PLANNER™ practitioner and IRS enrolled agent, I understand the technical as well as human recipe to help your business grow.
I started in the profession the old-fashioned way with a phone and a desk. Within six years I was the top-producing advisor in my group of 240. I joined my current RIA when they had $300MM in AUM, and as the head of business development, grew it to over $1B.
LET'S GET TO KNOW EACH OTHER
SERVICES
How can I help you?
EVENT SPEAKING
Engaging, Entertaining, Educational (CE)
FIRM CONSULTING
Growth Strategies for firms between $100MM-$1B
1-ON-1 SESSION
Free-form advice on an hourly basis
“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.”
Robert, B., The Elder & Disability Law Center
“I would come to hear this speaker again and again. Outstanding, great information and perspective.”
Maryland Society of Accounting & Tax Professionals (MSATP)
“I always enjoy Evan’s way of breaking down the materials into bite-size pieces. Terrific!”