Spotlight on Richard Dobson: Speaking at TEDx LakeheadU 2025

At American Financial Management (AFM), we take pride in the expertise and thought leadership of our team. We are thrilled to announce that one of our esteemed financial advisors, Richard Dobson, has been selected as a speaker at TEDx LakeheadU 2025!

Howard Richard Dobson Jr.

What is TEDx LakeheadU 2025?

TEDx LakeheadU is more than just a speaking event—it’s a stage where innovative ideas ignite meaningful change. With this year’s theme, 'Connecting for Change,' the event will bring together diverse voices to challenge perspectives, foster collaboration, and inspire action. Richard’s selection as a speaker is a testament to his deep commitment to financial education and his ability to connect with audiences in a way that makes a lasting impact.

Richard’s Talk: Make Simplicity Your Superpower – Communication Hacks Every Financial Advisor Should Know

Richard Dobson has dedicated his career to transforming how financial advisors communicate with clients. As the author of Make Simplicity Your Superpower, he has pioneered the concept of 'applied simplistics'—a strategic approach to making complex financial concepts accessible and actionable.

Drawing from his extensive experience, including his time as a former FINRA Broker-Dealer Chief Compliance Officer, Richard emphasizes that clear, effective communication not only enhances client understanding but also strengthens relationships and protects financial firms from costly misunderstandings. His insights are invaluable for financial professionals looking to refine their client interactions and build trust through transparency.

The Power of Connection

The TEDx LakeheadU 2025 audience will include community leaders, educators, business professionals, and social change-makers—all eager to explore new ideas and engage in meaningful discussions. Richard’s presentation will highlight the critical role of simplicity in financial advising and demonstrate how clear communication leads to better outcomes for clients and firms alike.

Join the Conversation

We invite you to support Richard on this incredible journey as he shares his expertise with the world. Stay tuned for updates and be sure to check out TEDx LakeheadU 2025 for inspiring talks that challenge the status quo and drive positive change.

At AFM, we are proud to be at the forefront of innovation in financial advising. Richard’s participation in TEDx LakeheadU reinforces our mission to empower clients and advisors with the tools they need to succeed. Congratulations, Richard—we can’t wait to see you on the TEDx stage!

Disclosures: Any projections or examples provided are hypothetical and may not reflect actual outcomes.   The information provided should not be relied upon for decision-making without personalized professional guidance."