Change Your Perspective
Eric Roberge, CFP® leads interactive talks, sessions, and workshops that help his audiences transform the way they see, talk about, and use money in their lives.
His engaging speaking style paves the way for new perspectives, challenges the status quo, and opens up the possibilities for event attendees to get deep insights and clear takeaways.
With experience giving hundreds of talks and presentations to corporations, at conferences, for private events, and more, Eric provides event planners and conference coordinators a chance to engage audiences in an entirely new way with an experienced, professional, and captivating speaker.
Watch Eric Roberge's Keynote Session
on the Main Stage at eMoney Summit 2018:
See Eric Roberge's News Segment
on Chronicle from WGTV Channel 5 Boston:
See Eric Roberge's CNBC News Piece:
As Featured In...
Select Features
InvestmentNews: 40 Under 40
WGBH & Boston Public Library Present: Financial Fitness for Folks Under 40 with Eric Roberge
Event starts at 10:10 in the live stream video replay.
InvestmentNews: The time is now for young financial advisors
InvestmentNews Interview: How to Attract A New Generation of Clients
Financial Planning Association Feature: The Support System for the Next Generation of Financial Advisors
Previous Speaking Appearances
InvestmentNews NexGen Summit
How to Develop Your Brand for Success
XYPNLive, St Louis MO
How We Created Exponential Growth as a Startup RIA
Babson, Boston MA
Guest Lecturer for MBA Class
NAPFA Genesis, Webinar
"Ask Me Anything" with Eric Roberge
eMoney Summit, Orlando FL
FlexGen Power Hour, Featured Speaker
Planning Considerations for Millennials, Panelist
FinCon, Orlando FL
Why Bloggers Beat Financial Advisors at Giving Financial Advice (and What Advisors Need to Do to Catch Up and Win Back Their Audience)
XYPNLive, St. Louis MO
Creating a Repeatable Financial Planning Process, Moderator
General Assembly, Boston MA
Get It Together: Personal Finance Hacks in 2018
Boston Public Library x WGBH, Boston MA
Financial Fitness for Folks Under 40
Featured Podcasts
Entry Level Podcast: Managing Your Money Once You Make Over 6 Figures
So Money with Farnoosh Torabi: Eric Roberge, Certified Financial Planner and How to Build My (DIY) Financial Plan
#FASuccess Podcast: Mastering Marketing As A Solo Advisor By Sharing Your Authentic Self with Eric Roberge
XY Planning Network Podcast: Building Your Business with Intentionality ft. Eric Roberge
FPA Activate: Finding Your Fit in the Financial Planning Profession
Success Hackers Podcast: Eric Roberge Teaches 30- and 40-Year-Olds How to Build Wealth
Life Skills That Matter: Creating the New Financial Security with Eric Roberge
XY Planning Network Podcast: The Career of Eric Roberge – How He Built a Business to Support the Life of His Dreams
Beyond Fit: A Conversation with Eric Roberge, CFP on Growth Mindset, Optimization, & Investing in Yourself
XY Planning Network Podcast: Building a Virtual Firm by Marketing Locally with Eric Roberge
Company of One: Preparing for a Change | Interview with Eric Roberge [Podcast]
Regular Columnist
We write a regular column at the following publications. Check out the latest on: