Looking for a speaker who can move people to think differently and act on what they learn? Bob delivers compelling stories, fresh insights, and practical takeaways to put to work right away.

What could be possible with the right coach in your corner? Bob works with financial advisors, wealth management teams, and leaders seeking a winning edge to compete at a higher level.

Ready to build a stronger, more competitive business? Bob helps accelerate business development, strengthen practice management, and build higher-performing teams that deliver top-level results.

What’s New?

Coming October 27: Old Enough Money

How Longevity and AI Will Change Family Wealth Management

What would you do with another 10 or 20 healthy years?

Discover a richer way to think about wealth—and the life you want to live with the time ahead.

Old Enough Money book cover by Robert C. David
Learn More About the Book

What is Bob David Live?

Bob David Live Inc. is an innovative speaking, coaching and consulting firm based in Richmond VA focused on delivering high impact success strategies for those seeking a competitive winning edge. Click here to learn more about Founder and CEO Bob David  https://bobdavidlive.com/about-bob/

  • Speaking, Coaching and Consulting for financial advisors, wealth management teams, business owners, and executive leaders—helping people improve performance, develop leadership, and navigate change.
  • Business Workshops on team development, client acquisition, practice management, succession planning, next generation skill development, and communication—with practical steps participants can put to work.
  • Old Enough Money Keynotes & Workshops showing how longevity and AI will reshape family wealth management, the 7 Capitals of a Rich Life, and the evolving role of the advisor. Speaking, coaching and consulting services can be tailored for advisors, leadership teams, and client audiences.
  • Life Coaching to help people make intentional choices about health, fitness, nutrition, wellness, relationships, purpose, time, and what comes next.

Firms worked with include:

Welcome from Bob

What Is Ultimate Success?

Play What Is Ultimate Success? with Bob David

The 4 Minutes™ Blog

Tossing Out Advisor Excuse Pillows

In order to survive turbulent markets, sometimes advisors need to practice "tough love"...

Read more ›

Old Enough Money™

How Longevity and AI Will Change Family Wealth Management

What would you do with another 10 or 20 healthy years? Explore the Seven Capitals of a rich life and make the most of the time ahead.

Learn more ›

The Undaunted Life™

Bob's first book is a fresh, bold guide for bravely and freely living your best life on your terms starting right now.

Learn more ›