Investment Strategy Speakers

Top Investment Strategy Speakers List for 2025

PRO

Andrew Woodward

The Wealth Coach or Anti Financial Advisor

Financial LiteracyRetirement PlanningInvestment Strategies
In-Person & Remote
PRO

Leisa Reid

I train Coaches & Entrepreneurs how to use speaking to attract their ideal clients

Public SpeakingBusiness GrowthSpeaker Strategy
Remote
PRO

Timothy Clifford

Financial AdvisorWealth ManagementRetirement Planning
Remote
PRO

Josh Patrick

Double Your Profits, Work Less - Sustainable Business Solutions

Business StrategyLeadershipOperational Irrelevance
Remote

Perry Jones

From Bold Visions to Big Returns: Your Success Story Starts Here!

Wealth ManagementFinancial PlanningInvestment Strategies
Remote

Nikhil Jaisinghani

Intelligent deployment of low-risk options for portfolio growth

Options TradingInvestment StrategiesPortfolio Yield Enhancement
In-Person & Remote

Sebastián Uzcategui

Entrepreneur | Founder of Stocks University and Speak Up Express | Full-Time Trader | Keynote Speaker on Personal Growth and Finance

MotivationPublic SpeakingSpeech Delivery
In-Person & Remote

Sebastian Uzcategui

Unlocking entrepreneurship and trading for ambitious minds.

Business StrategyPublic SpeakingTrading
In-Person & Remote

David WALKER

Former Green Beret, now Hedge Fund Manager talks about investing.

Portfolio ManagementTechnology TrendsInvesting
In-Person & Remote

Aloysius Carl

Driving culture, ethics and innovation to transform business landscapes

IntrapreneurshipCultural TransformationCorporate Ethics
In-Person & Remote

What Makes a Great Investment Strategy Speaker

Not every finance expert can hold a room's attention, but a great investment strategy speaker? They make you forget you're learning about yield curves and portfolio diversification. The best ones don't just share charts and forecasts - they tell stories that stick. Think of someone like Cathie Wood from ARK Invest. Whether you agree with her or not, she paints a vision of the future that's bold, data-backed, and deeply human.

Great investment strategy speakers are translators. They take complex market dynamics and make them relatable. Instead of saying 'alpha generation through sector rotation,' they'll say, 'Here's how I moved from tech to energy and beat the S&P.' That kind of clarity builds trust and keeps audiences engaged.

Then there's the energy. A great speaker doesn't need to shout or pace the stage like a TED Talk veteran. But they do need presence. Whether it's a calm, confident delivery like Ray Dalio or a fast-paced, passionate style like Kevin O'Leary, the key is authenticity. Audiences can smell a script from a mile away.

And finally, they adapt. A great investment strategy speaker knows when to pivot based on audience reactions, questions, or even breaking news. They're not locked into a slide deck. They're in the moment, making each talk feel like a conversation, not a lecture.

So if you're scouting for someone to headline your next summit or podcast, look for the speaker who can turn market volatility into a compelling narrative. That's the magic combo: expertise, clarity, energy, and adaptability.

How to Select the Best Investment Strategy Speaker for Your Show

Choosing the right investment strategy speaker for your event or podcast isn't just about credentials. It's about alignment, audience fit, and delivery style. Here's a step-by-step guide to help you make a smart pick:

1. Define Your Audience and Goals.
- Are you targeting beginner investors, financial advisors, or high-net-worth individuals?
- Do you want your audience to be inspired, educated, or challenged?
- Example: If your summit is for early-stage entrepreneurs, someone like Ramit Sethi might resonate more than a hedge fund manager.

2. Check Their Content and Speaking Style.
- Watch past talks, webinars, or podcast appearances.
- Look for clarity, engagement, and relevance to your theme.
- Tip: Use platforms like Talks.co to browse speaker profiles and see clips in action.

3. Review Their Expertise and Niche.
- Are they focused on real estate, crypto, ETFs, or macro trends?
- Make sure their specialty matches your event's focus.
- Example: For a crypto-heavy audience, someone like Anthony Pompliano might be a better fit than a traditional fund manager.

4. Evaluate Their Engagement and Availability.
- Do they respond quickly? Are they open to pre-event calls or Q&A sessions?
- A great speaker is also a great collaborator.

5. Use Speaker Matching Tools.
- Platforms like Talks.co can help you connect with vetted speakers based on your criteria.
- You can filter by topic, availability, and even audience size.

By following these steps, you'll not only find a speaker who knows their stuff, but one who knows how to deliver it in a way your audience will remember.

How to Book a Investment Strategy Speaker

Booking an investment strategy speaker might seem like a logistical maze, but with the right approach, it's actually pretty straightforward. Here's how to do it efficiently:

1. Start with Research.
- Use platforms like Talks.co to browse speaker profiles, watch sample talks, and read bios.
- Look for speakers who align with your event's theme and audience level.

2. Reach Out with a Clear Ask.
- When contacting a speaker (or their agent), be specific: include your event name, date, audience size, format (live, virtual), and topic focus.
- Example: "We're hosting a virtual summit for 2,000 retail investors on June 15. We'd love to have you speak on long-term ETF strategies."

3. Discuss Deliverables and Format.
- Will it be a keynote, panel, or fireside chat?
- Do you want slides, a Q&A, or a live workshop?
- Clarify expectations early to avoid surprises.

4. Negotiate Fees and Terms.
- Some speakers charge flat fees, others work on affiliate commissions or exposure.
- Be transparent about your budget and explore creative options like joint promotions.

5. Confirm and Prep.
- Once booked, send a confirmation email with all details: time, platform link, tech requirements, and promotional assets.
- Schedule a prep call if needed to align on tone and audience expectations.

6. Promote and Support.
- Share their bio and headshot on your speaker page.
- Tag them in social media posts and encourage them to share with their network.

Booking a speaker is more than a transaction. It's a partnership. Treat it that way, and you'll build lasting relationships that go beyond a single event.

Common Questions on Investment Strategy Speakers

What is a investment strategy speaker

An investment strategy speaker is a professional who shares insights, frameworks, and actionable advice on how to grow and manage wealth through strategic investing. These speakers typically come from backgrounds in finance, economics, asset management, or entrepreneurship, and they use their expertise to educate audiences on making smarter investment decisions.

Unlike general finance speakers who might cover budgeting or saving, investment strategy speakers focus specifically on how to allocate capital effectively. This could include topics like portfolio diversification, risk management, sector rotation, or emerging asset classes like crypto and ESG funds.

These speakers often appear at summits, webinars, podcasts, and corporate events. Their goal is to break down complex financial concepts into digestible, practical strategies. For example, someone like Morgan Housel might explain the psychology behind long-term investing, while someone like Lyn Alden might dive into macroeconomic indicators and their impact on asset allocation.

In essence, an investment strategy speaker is both an educator and a strategist. They help audiences understand not just what to invest in, but why and how to think about investing over time. Whether you're a retail investor or a financial professional, their insights can shift how you approach your portfolio.

Why is a investment strategy speaker important

When markets are volatile and financial news feels like a firehose, an investment strategy speaker can be the voice of clarity. Their importance lies in their ability to cut through noise and provide guidance that's grounded in data, experience, and strategic thinking.

First, they help democratize financial knowledge. Not everyone has access to a financial advisor or a CFA-level education. A skilled speaker can translate institutional-grade insights into language that everyday investors understand. This is especially valuable in regions or communities where financial literacy is still developing.

Second, they challenge assumptions. A good speaker doesn't just confirm what you already believe. They introduce new frameworks, question outdated models, and bring fresh perspectives from different markets or sectors. For example, a speaker from Southeast Asia might offer a different take on real estate investing than someone from the U.S. or Europe.

Third, they inspire action. Whether it's reallocating a portfolio, exploring a new asset class, or simply starting an investment journey, a compelling speaker can be the catalyst for change. Their stories, data, and delivery can move people from passive listening to active implementation.

In short, an investment strategy speaker isn't just informative. They're transformative. They help individuals and organizations make smarter, more confident financial decisions in a world that's constantly shifting.

What do investment strategy speakers do

Investment strategy speakers do more than just talk about money. They educate, analyze, and inspire action across a range of financial topics. Here's a breakdown of what they actually do:

1. Deliver Expert Talks and Keynotes.
- They speak at conferences, summits, webinars, and podcasts.
- Topics range from asset allocation and market cycles to behavioral finance and emerging trends like decentralized finance (DeFi).

2. Break Down Complex Concepts.
- They simplify jargon-heavy topics like derivatives, inflation hedging, or risk-adjusted returns.
- Example: Instead of saying 'Sharpe ratio optimization,' they might explain how to balance risk and reward in plain terms.

3. Tailor Content to Specific Audiences.
- For beginners, they might focus on foundational strategies like dollar-cost averaging.
- For professionals, they might dive into quantitative models or geopolitical risk analysis.

4. Engage in Q&A and Live Coaching.
- Many speakers offer live sessions where they answer audience questions in real time.
- This makes the experience interactive and directly relevant to attendees' needs.

5. Collaborate with Hosts and Brands.
- They often co-create content with event organizers, helping shape the agenda or theme.
- On platforms like Talks.co, they may even partner on lead generation or affiliate campaigns.

In essence, investment strategy speakers are knowledge translators. They bridge the gap between financial theory and real-world application, helping diverse audiences make smarter decisions with their money.

How to become a investment strategy speaker

Becoming an investment strategy speaker isn't just about knowing markets or quoting Warren Buffett. It's about packaging your expertise into a message that resonates and delivers value. Here's a step-by-step guide to help you break into the space:

1. Define Your Niche.
- Are you focused on crypto investing, real estate, ESG portfolios, or retirement planning? Get specific.
- Tip: The more niche your angle, the easier it is to stand out.

2. Build Your Authority.
- Start publishing content: blogs, LinkedIn posts, YouTube videos.
- Host or guest on webinars and virtual summits. Platforms like Talks.co make it easy to connect with event organizers.
- Create a speaker page that showcases your bio, topics, testimonials, and past appearances.

3. Develop Your Signature Talk.
- Your talk should solve a problem or answer a burning question your audience has.
- Use storytelling, data, and actionable takeaways. Keep it engaging and relevant.

4. Practice and Get Feedback.
- Join Toastmasters or virtual speaker groups.
- Record yourself and ask peers or mentors for feedback.
- Iterate based on what works and what doesn't.

5. Get Booked.
- Reach out to podcast hosts, summit organizers, and industry events.
- Use Talks.co to connect with hosts actively looking for speakers in your niche.
- Offer to speak for free at first to build your portfolio, then scale up.

6. Monetize and Scale.
- Once you've got traction, start charging for appearances or bundle your talk with coaching, courses, or consulting.
- Consider creating a speaker kit with your rates, topics, and media assets.

This path isn't overnight, but with consistency and clarity, you can build a reputation as a go-to investment strategy speaker.

What do you need to be a investment strategy speaker

To be an investment strategy speaker, you need more than just financial knowledge. You need a blend of credibility, communication skills, and a platform that connects you to the right audience. Let's break it down:

1. Subject Matter Expertise
You don't need to be a hedge fund manager, but you do need a deep understanding of investment principles. Whether your focus is on index funds, alternative assets, or behavioral finance, your content should be accurate, insightful, and up-to-date.

2. Communication Skills
Being a speaker means translating complex ideas into digestible, engaging content. You should be able to:
- Simplify jargon without dumbing it down.
- Use real-world examples that resonate with your audience.
- Keep the energy up and the message clear.

3. A Unique Point of View
What sets you apart? Maybe you specialize in sustainable investing for Gen Z, or you bring a cultural lens to global markets. Your perspective is your brand.

4. A Platform to Showcase Your Work
This is where Talks.co comes in. Create a speaker page that includes:
- Your bio and headshot.
- Topics you speak on.
- Testimonials or past appearances.
- A short video clip of you in action.

5. A Network of Hosts and Events
Use platforms like Talks.co to connect with summit hosts, podcast producers, and conference organizers. The more visible you are, the more opportunities come your way.

In short, being an investment strategy speaker is about combining your financial acumen with a clear message and the right tools to amplify it.

Do investment strategy speakers get paid

Yes, investment strategy speakers do get paid, but how much and how often depends on several factors like experience, audience size, and the type of event. Let's analyze the landscape:
Paid vs. Unpaid Gigs
- Unpaid: New speakers often start with unpaid opportunities to build credibility. These include podcasts, webinars, or local meetups.
- Paid: Once established, speakers can command fees ranging from a few hundred to tens of thousands of dollars per appearance.
Factors That Influence Payment
- Expertise: A CFA charterholder or bestselling author will typically earn more than a self-taught investor.
- Audience Size: Speaking at a 10-person mastermind group pays differently than a keynote at a 5,000-person finance expo.
- Format: Keynotes and workshops usually pay more than panel discussions or guest podcast spots.
Typical Payment Ranges

Speaker LevelTypical Fee Range
Beginner$0 - $500
Intermediate$500 - $5,000
Expert/Keynote$5,000 - $25,000+
Pros and Cons
- Pros: Speaking can be a lucrative revenue stream and a strong lead generator.
- Cons: It takes time to build a reputation where consistent paid gigs come in.
So yes, investment strategy speakers do get paid, but like any career, it starts with value and grows with visibility.

How do investment strategy speakers make money

Investment strategy speakers make money in multiple ways, and speaking fees are just the tip of the iceberg. Let's break down the revenue streams:

1. Speaking Fees
This is the most straightforward income source. Speakers charge for keynotes, workshops, webinars, or panel appearances. Rates vary based on experience, topic demand, and audience size.

2. Product or Service Sales
Many speakers use their stage time to promote:
- Online courses (e.g., 'Intro to ETF Investing')
- Books or eBooks
- Consulting services or coaching packages
- Membership communities

3. Affiliate and Referral Income
Some speakers partner with platforms or tools they recommend. For example:
- Promoting a trading platform with a referral link.
- Partnering with a robo-advisor or financial planning tool.

4. Sponsorships and Brand Deals
Well-known speakers may get sponsored by fintech companies or investment platforms to speak at events or include branded content in their talks.

5. Hosting Paid Events
Some speakers flip the model and host their own virtual summits, masterminds, or bootcamps. Using platforms like Talks.co, they can attract other experts and monetize through ticket sales or upsells.

6. Licensing Content
Speakers with evergreen content may license their talks or training modules to corporations, universities, or online learning platforms.

In short, the most successful investment strategy speakers diversify their income. Speaking is the gateway, but the real money often comes from what happens after the talk.

How much do investment strategy speakers make

The income of investment strategy speakers varies widely, depending on their niche, audience, and business model. Let's dig into the numbers:
Entry-Level Speakers
- These are individuals just starting out, often speaking at local events or online summits.
- Typical earnings: $0 - $1,000 per event.
- Many use these gigs to build credibility and generate leads for other services.
Mid-Tier Speakers
- These speakers have a few years of experience, a solid online presence, and a niche following.
- Typical earnings: $1,000 - $7,500 per event.
- They often supplement with coaching, courses, or affiliate income.
Top-Tier Speakers
- Think bestselling authors, former fund managers, or media personalities.
- Typical earnings: $10,000 - $50,000+ per keynote.
- They may also earn six to seven figures annually from licensing, consulting, and brand partnerships.
Annual Income Ranges

Speaker TypeEstimated Annual Income
Part-time Speaker$10,000 - $50,000
Full-time Speaker$75,000 - $250,000
Celebrity Speaker$500,000 - $2M+
Variables That Impact Income
- Geographic location (e.g., U.S. vs. Southeast Asia)
- Target audience (retail investors vs. institutional)
- Business model (one-off talks vs. recurring programs)
So while the ceiling is high, the floor can be low. The key is building a brand that attracts both audiences and opportunities.

How much do investment strategy speakers cost

Hiring an investment strategy speaker can cost anywhere from a few hundred dollars to tens of thousands. The price tag depends on several factors:
1. Speaker Experience
- New or Local Speakers: $500 - $2,000.
- Mid-Level Experts: $2,000 - $10,000.
- High-Profile Names: $10,000 - $50,000+.
2. Event Type
- Webinars or Virtual Summits: Usually more affordable, often $500 - $5,000.
- Corporate Keynotes: Higher cost due to audience size and expectations.
- Workshops or Trainings: May include day rates or package pricing.
3. Customization and Prep Time
- A speaker who tailors content to your audience or industry may charge more.
- Add-ons like Q&A sessions, breakout groups, or follow-up materials can increase the fee.
4. Location and Travel
- In-person events often require covering travel, lodging, and per diem.
- International speakers may charge a premium for long-distance travel.
Sample Cost Breakdown

Type of SpeakerVirtual EventIn-Person Event
New Speaker$500$1,000 - $2,000
Mid-Level Expert$2,500$5,000 - $10,000
Celebrity Speaker$10,000+$20,000 - $50,000+
If you're booking through a platform like Talks.co, you can often filter by budget and speaker availability, making it easier to find the right fit without overspending.

Who are the best investment strategy speakers ever

- Warren Buffett: Known as the 'Oracle of Omaha', Buffett's annual shareholder meetings are legendary. His plainspoken wisdom and long-term value investing philosophy have influenced millions.
- Peter Lynch: Former manager of the Magellan Fund at Fidelity, Lynch is famous for his 'invest in what you know' mantra. His books and talks remain staples for retail investors.
- Ray Dalio: Founder of Bridgewater Associates, Dalio's talks on economic cycles and principles of investing are widely respected. His TED Talks and YouTube videos are must-watches.
- Benjamin Graham: Though not a modern speaker, his lectures and writings laid the foundation for value investing. His influence on Buffett and others cements his legacy.
- John C. Bogle: The late founder of Vanguard and pioneer of index funds. His speeches emphasized low-cost, long-term investing and reshaped the industry.
- Robert Kiyosaki: While controversial, his 'Rich Dad Poor Dad' seminars and talks have inspired a generation to think differently about investing and financial education.
- Mohamed El-Erian: A frequent speaker at global economic forums, El-Erian brings macroeconomic insights with clarity and authority.
- Howard Marks: Known for his memos and talks on risk and market cycles, Marks is a favorite among institutional investors.
- Cathie Wood: As the CEO of ARK Invest, her talks on disruptive innovation and thematic investing have gained a cult following.
- Paul Tudor Jones: A hedge fund titan whose rare public appearances offer deep insights into macro trading and market psychology.

Who are the best investment strategy speakers in the world

- Ramit Sethi (USA): Author of 'I Will Teach You to Be Rich', Ramit blends psychology, automation, and practical investing advice in a way that resonates with millennials and Gen Z.
- Nouriel Roubini (USA/Italy): Known as 'Dr. Doom', Roubini's global economic forecasts and investment insights are highly sought after at international forums.
- Ken Honda (Japan): A bestselling author and speaker on 'happy money', Honda brings a unique cultural perspective to investing and wealth mindset.
- Gillian Tett (UK): A Financial Times editor and anthropologist, Tett offers a rare blend of financial insight and social context in her talks.
- Radhika Gupta (India): CEO of Edelweiss AMC, Gupta is a rising star in India's investment scene. Her talks often focus on personal finance and breaking barriers.
- Carl Richards (USA): Known for his 'Sketch Guy' column in The New York Times, Richards is a speaker who simplifies complex investment ideas with visuals and storytelling.
- Tobias Carlisle (Australia/USA): An expert in deep value investing, Carlisle's talks and podcasts are a hit among contrarian investors.
- Lyn Alden (USA): A macro strategist with a global following, Alden's talks combine technical depth with accessible delivery.
- Morgan Housel (USA): Author of 'The Psychology of Money', Housel's talks are rich in behavioral insights and timeless investing lessons.
- Verne Harnish (Global): While more known for business growth, Harnish often speaks on capital strategy and investment planning for entrepreneurs.

Common myths about investment strategy speakers

Myth #1: Investment strategy speakers are just glorified salespeople.

This misconception pops up often, especially among skeptics who assume every speaker is pitching a product. In reality, the most respected investment strategy speakers are educators first. They break down complex financial concepts, challenge outdated models, and help audiences make smarter decisions. Take someone like Morgan Housel, author of 'The Psychology of Money'. His talks aren't about selling funds or stocks. They're about understanding behavior, risk, and long-term thinking.

Myth #2: You need to be a Wall Street veteran to be credible.

Not true. While some speakers do come from hedge funds or investment banks, others have built credibility through research, entrepreneurship, or even personal finance education. For example, Bola Sokunbi of Clever Girl Finance speaks from the perspective of financial empowerment and education, not institutional investing. Her talks resonate with audiences who want relatable, actionable advice.

Myth #3: Speaking about investment strategy is only for older professionals.

This one's outdated. Younger voices are reshaping the conversation around money and investing. Think of people like Tori Dunlap of Her First $100K or the creators behind Finimize. They're speaking at conferences, on podcasts, and in virtual summits, bringing fresh perspectives to the table. Age isn't a barrier when your insights are sharp and your delivery is engaging.

Myth #4: You need to predict the market to be a good speaker.

Nope. In fact, the best investment strategy speakers avoid predictions altogether. They focus on frameworks, risk management, and decision-making processes. Howard Marks, for instance, is known for his memos that emphasize uncertainty and cycles rather than forecasts. Audiences trust speakers who admit what they don't know and focus on what they can control.

Myth #5: Speaking gigs are only available at big finance events.

Far from it. Investment strategy speakers are now featured in niche summits, online conferences, fintech webinars, and even creator economy events. With platforms like Talks.co and virtual event networks, the stage has expanded beyond traditional finance circles.

Case studies of successful investment strategy speakers

When you think of successful investment strategy speakers, you might picture someone in a suit, pacing across a stage at a finance expo. But the real stories are far more diverse-and way more interesting.

Take Ramit Sethi. He started by writing a blog about personal finance for millennials. Over time, his sharp, no-fluff approach to money and investing turned into a bestselling book and a Netflix show. But what really set him apart as a speaker was his ability to connect psychology with strategy. At events, he doesn't just talk about asset allocation-he dives into why people sabotage their own financial goals. That emotional intelligence makes his talks unforgettable.

Then there's Cathie Wood, founder of ARK Invest. While her investment strategies are often debated, her presence on stage is undeniable. She blends deep technical knowledge with a clear vision for disruptive innovation. Whether she's speaking at a fintech summit or a university lecture, she makes complex topics like genomics and blockchain accessible. Her case shows that being a thought leader in a niche space can open doors to high-impact speaking opportunities.

In a completely different lane, you've got someone like Brian Feroldi. He built a following on Twitter by explaining investing concepts in plain English. That led to podcast interviews, virtual summits, and eventually keynote spots. His story proves that you don't need a traditional media platform to become a sought-after speaker-just consistent value and clarity.

And let's not forget regional voices. In Southeast Asia, speakers like Suraya Zainudin of Ringgit Oh Ringgit are making waves by localizing investment strategy content. She speaks at Malaysian fintech events and has been featured on regional panels. Her success highlights the importance of cultural context and language in connecting with audiences.

Each of these speakers took a different path, but they all share one thing: they educate, not just inform. That's the real key to standing out in this space.

Future trends for investment strategy speakers

The landscape for investment strategy speakers is shifting in ways that reflect broader changes in how people consume financial information. If you're thinking about stepping into this space-or leveling up-here's what to keep on your radar.

First, audiences are demanding more transparency and relatability. Gone are the days when jargon-heavy presentations impressed anyone. Speakers who can simplify without dumbing down, and who are open about their own learning curves, will build stronger trust. This trend is especially strong among Gen Z and millennial audiences who value authenticity over authority.

Second, the rise of virtual and hybrid events has expanded the playing field. You no longer need to be in New York or London to get noticed. Speakers from Nairobi to New Delhi are landing global gigs thanks to platforms like Zoom, Hopin, and LinkedIn Live. This decentralization means more diverse voices are entering the spotlight-and that's a good thing.

Third, expect more crossover between investment strategy and other domains. For example:
- Behavioral finance meets mental health: Speakers are linking money habits to emotional well-being.
- Crypto and Web3: Despite market volatility, there's still huge demand for speakers who can demystify blockchain-based investing.
- ESG and impact investing: As sustainability becomes a priority, speakers who can tie investment strategy to social outcomes are gaining traction.
- Creator economy: More influencers are monetizing their financial expertise through speaking, courses, and community platforms.

Finally, data-driven storytelling is becoming a must. Audiences want more than opinions-they want evidence. Speakers who use visuals, case studies, and real-time data to support their points are seeing higher engagement and rebook rates.

In short, the future belongs to investment strategy speakers who are agile, audience-aware, and willing to evolve with the times.

Tools and resources for aspiring investment strategy speakers

Talks.co. This platform connects speakers with podcast hosts and virtual event organizers. It's perfect if you're looking to build credibility and get in front of niche audiences without waiting for a big-stage invite. Tip: Optimize your profile with keywords like 'investment strategy' and 'financial education' to get matched faster.

Slidebean. Crafting a compelling deck is half the battle. Slidebean helps you design clean, professional presentations without needing a design degree. Use it to visualize data, build case studies, or break down complex investment models.

Finimize. Stay sharp with daily financial insights. This tool helps you stay current on market trends, which is essential when you're speaking to savvy audiences. Bonus: Their community events are a great place to practice your material.

Descript. If you're creating video or podcast content to promote your speaking, Descript makes editing a breeze. Use it to repurpose your talks into short clips for LinkedIn or Instagram.

SpeakerHub. A global directory where you can list your speaker profile, browse open calls for speakers, and connect with event organizers. It's especially useful if you're targeting international or corporate events.

Canva. For quick visuals, social media posts, or even branded speaker one-sheets, Canva is your go-to. Use templates to create consistent branding across your digital presence.

Google Scholar. Want to back your insights with academic research? Google Scholar is a goldmine for finding peer-reviewed articles on investment theory, behavioral finance, and more. Citing credible sources can elevate your authority.

Otter.ai. Record and transcribe your practice sessions or live talks. Reviewing transcripts can help you refine your delivery and identify filler words or unclear phrasing.
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