Douglas A. Boneparth
New York City’s Financial Advisor for Millennials
Featured Speaker At
Who is Douglas A. Boneparth?
Ranked by Investopedia as one of the top ten most influential financial advisors in the country*, Douglas provides financial education and empowerment in a way that very few financial professionals can. Since entering the profession at a young age, Douglas has made his way to the top of an industry dominated by older professionals who struggle to relate to the financial needs and challenges facing Millennials.
After more than a decade of learning the ins and outs of the financial planning profession, Douglas founded Bone Fide Wealth, LLC, a Manhattan based wealth management firm specializing in high achieving Millennials, young professionals and entrepreneurs, which currently advises more than $80M in assets.
Douglas is one of twenty financial advisors on CNBC's Digital Financial Advisor Council and is regularly featured in the media and on television as personal finance expert. He serves as the CFP Board Ambassador for New York and is a former Director of the Financial Planning Association of New York. Douglas is an InvestmentNews 40 Under 40* honoree and, along with his wife, the author of The Millennial Money Fix (Career Press, 2017).
*Please click here for more information and disclosures regarding advisor awards.
Personal Finance Talks
Enjoy an entertaining and practical approach to understanding personal finance. Through candid advice and humor, this presentation delivers the essential lessons in personal finance, allowing participants to take control their financial lives and increase their odds of achieving their goals.
Douglas will reveal the financial challenges facing our society (especially Millennials) and provide the means to overcome them. Participants will be surprised to learn that most of what they need to know has nothing to do with investments and that they don't need to be a financial wiz to obtain the financial foundation they deserve.
You will learn
- Objective, actionable, and practical financial advice that can be implemented immediately.
- How to identify, quantify and prioritize multiple financial goals.
- Systems to master budgeting and build discipline around cash flow.
- When to start investing for your financial future.
- What financial independence really means and how to achieve it.
These talks are great for
- Building a solid financial foundation for a lifetime.
- Utilizing tried and true processes for taking control of your financial life.
- Encouraging personal and professional achievement.
- Optimizing your organization's productivity and work ethic.
Timing and Logistics
- 60 minutes (45-minute presentation followed by 15-minutes of Q&A).
- Please provide projector and screen.
The Next Generation Practice
Remember the expression, "it takes one to know one"? That's exactly how we feel when providing advice and guidance on “Millennials” in the personal finance space. People like to talk about us; our needs, desires, motivations and goals are, but very few of those doing the talking are Millennials themselves. How can engagement be effective if it’s not relatable? That’s what we’re saying! And even when you do find someone, they rarely possess enough experience to make an impact.
Douglas is one of the few Millennial advisors in the industry today that can truly say he's seen and done it all. His street cred speaks for itself. So, if you or your firm is looking to market to Millennials, hire, train and retain the next generation financial advisors, or if you simply want to grow for decades to come, then you will want to work with someone who has demonstrated the very success you're looking to experience yourself.
Here's how Douglas can help your financial organization
Market Like It's 2018
- Explore the ins and outs of online marketing, sales funnels, social media and SEO optimization for financial firms.
- Become the authority, expert and influencer in your local market and start gaining national media attention.
- Learn how and when to create a brand within your existing brand to maximize both legacy business and generate future business.
- Identify holes and opportunities in your existing branding and marketing plans.
Hire, Train and Retain Fresh Talent
- Discover effective recruitment strategies to increase the probability of finding the right advisor.
- Have Douglas energize, guide and support next generation financial advisors within your firm.
- Learn what young FAs really want from their employers and how to effectively deliver on it.
- Improve effective communication and align expectations between staff, associate advisors and senior advisors.
- Define your firm’s pathway to partnership as well as identify viable succession plans and equity arrangements.