Step Back.
Rethink.
Do Things Differently.
Mike Ross has spent decades sitting in the same seat as your audience, facing the same clients, and the same industry norms.
He doesn’t speak about the business.
He speaks directly from experiencing it.
When Mike takes the stage, advisors aren’t listening to theory; instead, they’re listening to an experienced colleague who understands their clients, the market cycles, and the day-to-day industry challenges.
Mike’s Signature Topics For Financial Professionals
The Private Equity Question
The Pros and Cons of staying with “Drawdown Funds” or moving towards the new “Evergreen Funds”.
Alternative Investments and 401Ks
Why you need to think twice about putting alternative investments into defined contribution plans.
A New Way Of Charging Clients
How should you be charging private welth clients for alternative investments? A look at Asset Based vs Flat Fees.
Let’s Talk
Mike customizes every session to your audience.
Let’s discuss your event and what would get the advisors in the room thinking about things differently.
When Mike takes the stage, advisors aren’t listening to theory; instead, they’re listening to an experienced colleague who understands their clients, the market cycles, and the day-to-day industry challenges.
Mike Ross entered the financial industry in June of 1987. He was 27, a United States Air Force Academy graduate, and a navigator in the Air Force.
The Crash of ’87, just four months after he entered the financial advice business, plus the discipline of the Air Force, shaped a philosophy he’s carried for almost 40 years: manage the risk, and the returns will follow.