Mister Fiduciary Public speaking
Helping Financial Advisors Aspire to Greatness
The Mister Fiduciary speaking platform - powered by AdvisorSmart - delivers bold, practical, and intellectually honest presentations designed to challenge, inspire, and elevate financial advisors who aspire to be great, not merely compliant.
David Bromelkamp is a retired financial advisor, investor advocate, author of AdvisorSmart for the Individual Investor, and founder of AdvisorSmart. After nearly four decades in the profession, David now speaks independently - free from corporate constraints and focused on advancing the fiduciary standard, fee-only financial advice, and professional excellence.
Mister Fiduciary presentations are designed for:
- Fee-only financial advisors
- NAPFA, Garrett Planning Network, FPA, and XYPN members
- CFP® professionals
- RIA firm leaders
- Compliance and governance committees
- Financial planning students and educators
What Makes Mister Fiduciary Different?
Mister Fiduciary presentations are:
- Independent – No product affiliations. No revenue-sharing conflicts.
- Investor-Centered – Grounded in what sophisticated investors actually want.
- Fee-Focused – Transparent discussion of compensation models.
- Governance-Aware – Honest dialogue about professional standards and accountability.
- Practical – Actionable frameworks advisors can implement immediately.
This is not theory. It is field-tested insight from 38 years inside the profession - now delivered from the perspective of an independent investor advocate.
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Benefits to the Financial Advisor Audience
Attendees will:
- Strengthen their understanding of the legal fiduciary standard
- Sharpen their articulation of fee-only compensation
- Improve their ability to differentiate from Wall Street advisors
- Gain language to explain value beyond investment returns
- Enhance credibility with sophisticated and high-net-worth clients
- Clarify how governance and ethics impact professional reputation
- Leave with tools to elevate their practice from good to exceptional
Mister Fiduciary challenges advisors to think beyond compliance - and toward professional excellence.
Formats Available
- Keynote Presentations
- Breakout Sessions
- Half-Day Workshops
- Conference Panels
- Governance Roundtables
- University Guest Lectures
- Podcast & Webinar Appearances
Signature Presentation Topics
1. What It Really Means to Be a Fiduciary
Clarifying capacity, legal obligation, and the difference between marketing language and enforceable duty.
2. Fee-Only vs. Fee-Based vs. Commission: Why Words Matter
How compensation structures influence behavior, trust, and long-term credibility.
3. How Wealthy Investors Select Financial Advisors
Insights from high-net-worth investors on what differentiates great advisors.
4. Differentiating from Wall Street Financial Advisors
Positioning strategies for independent fiduciary advisors.
5. Communicating the 100+ Ways Financial Planners Add Value
Moving beyond performance reporting to demonstrate comprehensive impact.
6. Governance, Integrity & the Future of the Fiduciary Profession
Why professional standards and organizational alignment matter.
7. Building a Fiduciary-First Firm Culture
Creating internal systems that reinforce fiduciary excellence.
8. From Advisor to Investor Advocate
Lessons from a 38-year career and the transition to independent voice.
9. The Mister Fiduciary Rules
A framework for aspiring to greatness in financial advice.
10. Ethical Leadership in Financial Planning
How personal courage and clarity shape professional legacy.
Bring Mister Fiduciary to Your Next Event
If your organization is committed to advancing fiduciary excellence, elevating professional standards, and equipping advisors to deliver better financial advice, Mister Fiduciary would be honored to contribute.
📩 Interested in learning more or booking David Bromelkamp to speak at your next event?
Reach out today to discuss availability, audience goals, and customization options.
Contact Us to start the conversation.