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.