Each episode will be:

• In an interview/conversational format lasting ~20 minutes

• Promoted across all social media channels

• Set to livestream on YouTube, Twitter, Facebook & LinkedIn via Streamyard 

• Cut into 1-2 minute clips for easy social sharing and promotion

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Prior to recording, you will receive a link allowing you to enter our live broadcast studio in Streamyard. Streamyard requires:

• Webcam/microphone access​

• The most recent version of Chrome or Firefox

• For more detailed Streamyard information, see their Guest Instructions​

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What we need from you:​

• All preferred social media handles

• At least one approved photo/headshot

• A set of 5 softball questions

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Sample Interview Questions:

• How did you come to be in the financial advising industry?

• Tell us about your technology stack

• Which type of clients do you best serve?

• What is your planning process?

• What is your investment process?