Evan Beach

Evidence-Based Practitioner

CFP^®, EA., AWMA,

Washington, D.C.

Evan Beach

Evidence-Based Practitioner

CFP^®, EA., AWMA,

Washington, D.C.

Evan is a practitioner, first. He knows what works for clients and firms because he has lived it first hand. As the partner responsible for firm growth, Evan brought his former RIA from less than $300MM in AUM to over $1B in AUM in just six years using only organic growth strategies. He uses the firm he founded, Exit 59 advisory, as a lab to test academic research in practice.

Evan has delivered over 500 live presentations to consumers and financial professionals. He speaks, consults and writes on the topics of practice management, growth and service.

Evan is a special topics instructor in the financial planning program at Texas Tech University, a regular contributor to the Journal of Financial Planning and the Kitces blog. His work has been listed on the all-time “best of” Kitces posts.

See all speech topics here

Retain and Gain: An evidence-based client communication schedule to maximize referrals and retention

Type of Presentation: Breakout session or Webinar

Audience: Financial professionals

Platform: Virtual or Live

Time: 1 hour

CE Eligible: Yes

In this presentation, Evan will guide financial planners through an evidence-based client communication cadence based on academic research. This presentation will cover how frequently you should discuss investments, planning, and clients’ hobbies, to maximize referrals and retention. He’ll cover everything you need to know about how to create a better communication schedule with your clients.

What Clients (Actually) Value Most in A Financial Advisor

Type of Presentation: Keynote or Breakout session

Audience: Financial professionals

Platform: Virtual or Live

Time: 1 hour

CE Eligible: Yes

Based on Morningstar research and his subsequent Kitces blog post, Evan dives into what clients actually value in an advisor. From there, he will show you how to apply this to your sales and service process to maximize growth and retention. Evan’s blog post has been featured on the Kitces all-time “best of” list.

Using “Influence” Techniques to Turn Prospects into Clients

Type of Presentation: Keynote or Breakout session

Audience: Financial professionals

Platform: Virtual or Live

Time: 1 hour

CE Eligible: Yes

Based on Robert Cialdini’s best-seller, “Influence,” this presentation is all about using persuasion strategies to help prospects convert to clients. Evan will reveal his playbook of how he used these strategies to more than triple the AUM of his former firm. He will cover everything you need to know about how to turn your prospects into clients.

Maximize What You Keep: Tax Planning for Retirees

Type of Presentation: Workshop, Breakout session, or Webinar

Audience: Clients and US employees

Platform: Virtual or Live

Time: 1 hour

CE Eligible: No

Every financial move you make in retirement shows up on your tax return. In this session, Evan will show you how to minimize your lifetime tax bill. This includes how to approach major financial transitions, including retirement, relocation, divorce, and death. Don’t miss how to maximize your income and minimize your taxes.

Testimonials

I would come to hear this speaker again and again. Outstanding, great information and perspective.

Maryland Society of Accounting & Tax Professionals

MSATP

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

Testimonials

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.