Speaker Request Form
In an effort to help more advisors, Brooklyn speaks virtually or in-person at least once a month on topics like financial planning, succession planning, continuity planning, talent development, implementing EOS, workflows, etc. Please complete this survey to request Brooklyn as a guest speaker for your podcast, vlog, your small group of advisors (FPA chapter, NAPFA Conversation Circle, XYPN study group, etc.) or at an industry event (i.e. conferences, retreats, etc.) Please understand that completing this survey does not guarantee that Brooklyn is available to speak. Brooklyn will email you to confirm availability and coordinate details.
Your Name
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First Name
Last Name
Company Name, if applicable
Your Email
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example@example.com
Your Phone Number
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Please enter a valid phone number.
Format: (000) 000-0000.
How did you hear about us?
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Name of your Platform or Event (Ex: Advisor Success Podcast, Dallas FPA Chapter, "my company's" annual retreat, NAPFA Women's Conversation Circle, "my company's" podcast, Exit Planning Institute Annual Summit, "my company's" customer event, etc.)
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Would you like Brooklyn to speak virtually or in-person?
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Virtually
In-Person
Brooklyn should submit a pre-recorded file before the event
Brooklyn should submit a pre-recorded file before the event AND attend the event virtually to answer live questions
Current Standard Fees are: $500 Speaking Fee + Travel Reimbursement (Airfare, Hotel, etc.). Alternative speaking fees may be reviewed on a case-by-case basis. Please advise if the event has an existing speaker budget.
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Yes
No
Unsure
Software used for Virtual Event (i.e. Zoom, InEvent, etc.)
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Describe any expectations or requirements for your Virtual Event, if applicable. (Ex: Do want a Powerpoint/handouts to go with the presentation? Do you require a specific type of headphones, or even ship headphones to Brooklyn for the recording? Do you require a pre-recorded file be filmed in the same location where the speaker will come on live for Q&A? Do you request a certain dress code or other requirements?)
Location of In-Person Event
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What type of event are you planning? (Only select more than 1 if you would like Brooklyn to speak at more than 1 event.)
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Live Podcast - Audio Only
Record Podcast to air Later - Audio Only
Live Podcast/Vlog - Video & Audio
Record a Podcast/Vlog to air later - Video & Audio
Small Group Presentation by Brooklyn only (20 or fewer attendees)
Large Group Presentation (20+ attendees)
Other
Have you finalized the date of your event, or the date you would like to record with Brooklyn?
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Yes
Not Yet
What date have you chosen for your event?
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-
Month
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Day
Year
Date
What time have you chosen for your event, including time zone? (If none, type N/A)
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Final date selection will be made by:
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I will choose the final date, from the dates I'm providing below, and confirm with Brooklyn later
I would like Brooklyn to choose her preferred date, from the dates I'm providing below, and confirm with me later
Other (provide more details in the following question)
Brooklyn needs to block her calendar for the potential dates of the event or recording. Please provide all the dates you are considering with the full month, day, and year, as well as any other necessary info.
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Do you know which topic you want Brooklyn to talk about?
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Yes
Not Yet
I would like Brooklyn to talk about:
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Final topic selection will be made by:
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I will choose the topic, from the options I've selected below, and confirm with Brooklyn later
I would like Brooklyn to choose the topic she prefers, from the options I've selected below, and confirm with me later
Other
What subjects are you interested in? Select all that apply.
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Continuity Planning
Succession Planning
Financial Planning
Practice Management
Other
What Continuity Planning Topics are you interested in? Select all that apply.
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Finding the Right Continuity Partner
Hit-by-the-Bus Workflow
Build Trust and Confidence by Communicating your Continuity Plan
Continuity Planning Legal and Financial Considerations
What Succession Planning Topics are you interested in? Select all that apply.
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Becoming Succession Ready: The Journey before the Destination
Internal Succession Planning Best Practices
Partnership as a path to Succession
What Financial Planning Topics are you interested in? Select all that apply.
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An Advisor's Toolbox to Help Dual Career Couples Navigate Life Transitions
Redefining Success: Financial Planning for Advisors Themselves
What Practice Management Topics are you interested in? Select all that apply.
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How to Attract & Retain Talent for your Advisory Firm
Time Management for Financial Advisors
How to Run a Remote Advisory Firm while Traveling Internationally
Describe the topic(s) you would like Brooklyn to talk about, with as much detail as possible. Provide any other information you think is helpful.
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Would you like this presentation to qualify for continuing education (CE) credit?
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Not needed
Yes, I will work with Brooklyn to collect the information and I will submit for CE credit
Provide more information about the CE credit requirements. (i.e. how many hours of CE are you looking to get, what do you need from Brooklyn to submit the presentation for credit, do you need to submit information in advance of the event to get CE credit and if so what is the CE submission deadline, will you upload the necessary CE information collection form at the end of this survey, what types of CE would you like to get approved, etc.)
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Would you like Brooklyn to co-present with a vetted subject matter expert?
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No, Brooklyn is great by herself!
Yes, this is a panel presentation, and I'm finalizing the speaker line-up. No input from Brooklyn is needed. (list potential speakers below)
Yes, this is a panel presentation, and I'd be interested to know who Brooklyn thinks would make a good addition to the panel. (list potential speakers below)
Yes, I have an individual in mind (describe below)
Yes, Brooklyn should recommend co-presenter(s) of her choice (describe below)
Maybe (describe below)
Describe your co-presenter preferences in as much detail as possible.
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Upload any information about the event, as needed. This may include a CE information collection form, a summary of the event to help Brooklyn understand the audience, marketing materials you would like Brooklyn to share with her subscribers and on social media platforms leading up to the event, etc.
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