As an industry veteran and distinguished thought leader, Vance welcomes opportunities to share his knowledge and expertise with others.
Vance conveys his insights in an enthusiastic and engaging manner, captivating audiences of all sizes.
Who is Vance?
Vance is passionate about promoting financial literacy and its positive impact on society. He strongly believes that by empowering families with the knowledge and education they need to achieve financial security, they can reach their full potential. As an ambassador for the Financial Awareness Foundation, Vance is dedicated to sharing his expertise and educating others on how to make informed financial decisions and achieve their financial goals. He frequently speaks at events and engagements to spread awareness and inspire others to take control of their finances.
In his practice, he takes a personalized approach to fiduciary wealth management. Along with investment management, he focuses on advanced strategies that can help alleviate income and estate tax issues – strategies that Vance is commonly invited to teach other financial advisors at financial services conferences.
He collaborates closely with clients' CPAs and estate planning attorneys to implement crucial strategies that may not be commonly known by other financial advisors. By learning more about a client's unique situation, he and his team can identify areas where they can add value and provide tailored solutions.
Questions to ask when choosing a financial advisor
Financial literacy is crucial for making informed decisions about money. To help individuals navigate the world of financial advisors, Vance has written a free e-book titled "Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor." This guide provides valuable information on the questions investors should ask when choosing a financial advisor and encourages readers to consider if their current advisor is meeting their needs.
Drawing on his experience consulting top financial advisors and wealth management firms across the country, Vance shares insider tips and tricks to help readers make informed decisions about their finances.
Contact Vance for speaking engagements
If you're looking for a dynamic and experienced speaker for your next event, look no further than Vance. With years of industry experience and a reputation as a thought-leader, Vance is passionate about sharing his knowledge and expertise with others. Whether you're hosting a small gathering or a large conference, Vance's engaging and enthusiastic delivery is sure to captivate your audience.
Contact him today to learn more about his availability for speaking engagements.
The first step to getting the things you want out of life is this: Decide what you want.