25 Financial Planning Industry Thought Leaders Reveal Their Best “How-To” Advice for Independent Financial Advisors in the Most Impactful Practice Management Event of the Year!

Take Action! Buy a Ticket for Your Front Row Seat

|Who Should Attend

Welcome to the 3rd Annual Implement Now Virtual Summit

You’re in the right place if:

• You KNOW you have more potential for your practice and you want to LEAP off your plateau
• You WANT to get past the OVERWHELM of running a practice and enjoy more free time, or
• YOU can’t wait to start your own firm and you want to learn from leaders who’ve been there

Implement Now helps independent financial planners and advisors like you build, grow, and thrive in the practice you want for your life.  Whether you’re brand new or a seasoned advisor,  this 5-day virtual summit will help you reach  your next level.   You’ll learn basic and advanced techniques in 4 main areas:

We’ll address client attraction, social media, time management, productivity, content curation, finding a niche, working with journalists, outsourcing, workflows, best practices with your technology, and more!

In these exclusive “real conversation” video interviews, you’ll see our expert speakers in down-to-earth, face-to-face authenticity.  They’ll share their BEST HOW-TO Practical Advice You Can Do RIGHT NOW

And the best part is…

You can access all of these experts for only $197

|The Experts

Industry Trendsetters who will change the way you think about your practice 

I hand-picked thought leaders who are at the top of their game for whom I have the utmost respect; those professionals I know will put your interests first. This summit is not about creating a preconceived standard of what a practice should be —- it’s about creating the PRACTICE YOU WANT, with the lifestyle you desire, helping the type of clients that matter most to YOU.

Each one of these experts — some back by popular demand for their third Implement Now Summit, and some brand new to the event — jumped in without hesitation, and made this a priority in their busy schedules. Now  you have the opportunity to learn from these 25 inspiring leaders who set the standards for practice management in our industry:

• 

  Bill Winterberg, CFP®

  Founder, FPPad
• 

  Aaron Klein

  CEO, Riskalyze
• 

  Jennifer Goldman, CFP®

  President, My Virtual COO
• 

  Peter Renton

  Publisher & Chief Blogger, Lend Academy
• 

  Michael Kitces, CFP®

  Pinnacle Advisory Group, Nerd's Eye View, Kitces.com
• 

  Sheryl Garrett, CFP®

  Founder, Garrett Planning Network
• 

  Cathy Curtis, CFP®

  Founder, Curtis Financial Planning
• 

  Ryan Russell

  Co-Founder, twenty over ten
• 

  Kitrina Wright, CPA

  Co-Founder, FABean Counters
• 

  Brian Wright, CFP®

  Co-Founder, FABean Counters
• 

  Hussain Zaidi, CFP®

  Co-Founder & CEO, Advizr
• 

  Steve Schueth

  President, First Affirmative & Producer, The SRI Conference
• 

  Barbara Turley

  CEO, Virtual Angel Hub
• 

  Alan Moore, CFP®

  Co-Founder, XY Planning Network
• 

  Stephen Wershing, CFP®

  Founder, The Client Driven Practice
• 

  Stephanie Sammons

  #1 Amazon Best Selling Author, Linked to Influence
• 

  Shuang Chen, CFA, FSA

  Co-Founder, Right Capital
• 

  Jay Palter

  Social Media Consultant
• 

  Emma Johnson

  Blogger, Wealthy Single Mommy; Former MSN Money Columnist
• 

  David Mehlhorn

  Director, Redtail Technology
• 

  Ron Sier

  Founder, seebeyondnumbers.com
• 

  Brett Davidson

  Founder, FP Advance
• 

  Peter Lord

  Money Brilliant
• 

  Kristen Luke

  Co-Founder & Chief Innovation Officer, Kaleido, Inc.

Where else can you access so many experts, so easily, for such a low price and walk away knowing exactly what to do next?

|Agenda

Choose from five days of content

We have a full slate of content throughout the week. See the full agenda.

Your best plan is to select the sessions that are most relevant to you and catch the broadcasts at their scheduled times. Don’t fret, you will have access to recordings for 24 hours following the session, and you’ll receive the complete library in mid-April. Pick your favorites, squeeze in a few more, and get the advice you need…now!

|Summit Details

Block your calendar now — join us as each interview airs!

Our experts will offer up insights for both the “Newly Independent” and “Experienced” professional.  So no matter what stage of practice you have, or how big your firm is, you’ll walk away with clear next steps.

Pick the topics that are most relevant to your practice right now, or join us for every session!

It’s a virtual event, so you choose what works best for you.  You’ll simply log in each day to watch the interviews that you want to see.  Check out the Agenda!

5-days of advice and answers you can IMPLEMENT NOW to take your practice to that next level.

When you sign up, you get:

• All the information you need to access all of the video interviews. You’ll feel like you’re in the room with us as we dig into each topic.  No lengthy presentations — just face-to-face, real conversations, and a few screenshots  to show you exactly HOW TO DO what we teach.
• Daily Agenda reminders delivered to your inbox
• Access to the recordings for a limited time after they air – and unlimited personal access after the summit wraps up so you revisit the advice whenever you want. This means you’ll be able to pause, rewind, fast forward and jump into action right away!
• Valuable free gifts from many of our expert speakers that will help you start faster with your implementation
• Advice from 25 thought leaders who’ve “been there” and understand what you face.

Business advice from these experts would normally cost you tens of thousands of dollars.  Now, through through incredible event, you can access the expertise of 25 industry thought leaders, quickly, enjoyably, from the comfort of your home or office…all for only $197.

Plus, when you register you will be helping a child find his or her voice — every time 25 advisors register, I will sponsor a scholarship for a child and his/her parents to spend the day at the CHILD MIND INSTITUTE’s Brave Buddies program.

Don’t miss the highest impact practice management event of the year!

“Being able to pick and choose which presenters to tune into depending on my practice development focus was amazing. Implement Now helped me make changes faster and with greater impact. Plus the price can’t be beat for this caliber of experts.”

Dave Grant, CFP®

|What Makes This Summit Different?

Get ready for a refreshing way to learn

If you were one of the more than 1,200 advisors who have participated in the Implement Now Virtual Summits in 2014 and 2015, you know I don’t mess around with lofty theories.  I’ll have candid conversations with each expert, and you’ll get real tips you can use right away in your practice and your life.  This summit is called Implement Now for a reason!

No flight delays, expensive hotels or airport transfers.  You can “come as you are” and tune in from your favorite chair or that quiet spot at your office.  My goal with this summit is to open up accessibility of experts and information that is often only available at major conferences.  Plus, if you miss a broadcast, you’ll have your own personal access to the library of recordings once the summit is complete.

Every expert who participates shares with a genuine desire to improve the independent financial advice industry for everyone.  The speakers do not get paid — they join me because we all want to see you, the independent advisor, stand out and succeed.

This year every time 25 advisors sign up for Implement Now, I will sponsor a one-day scholarship to the Child Mind Institute’s Brave Buddies program for a child and his or her parents.  This revolutionary experience helped my daughter learn to “brave talk” and manage her anxiety.  I want to help as many families as possible experience the power of this program.

Imagine if you were so anxious that you couldn’t speak even when it came to your own comfort or safety. That’s what children with selective mutism experience every day.

|Our Cause

Help kids with selective mutism find their voices 

When children are unable to speak around certain people or in certain settings, they may have an anxiety disorder called selective mutism (SM). It is common for kids with SM to be very chatty at home with family but silent at school.

Selective mutism is relatively rare so people, even pediatricians or other specialists, might not immediately recognize it, or might mistake it for autism or a communication or speech disorder. In reality children with SM are extremely anxious and cannot talk, even when they want to. Typically, kids with SM are mild mannered and polite in classroom settings, so their silence can be misinterpreted as shyness and never addressed. It’s not unusual for relatives to think a child with SM is “just being shy,” and will “grow out of it,” and they push even harder for a child to talk. But these kids are much more than shy—they’re frozen with anxiety.

Left untreated, selective mutism can cause children great suffering and significant impairment. It can interfere with kids’ performance at school, both academically and socially. It can prevent kids from asking for help when they need it, like telling the teacher they need to use the bathroom or getting help if they hurt themselves. And it can prevent kids from engaging in fun activities that may require verbal communication, like ordering ice cream or going on play dates. Instead, they suffer in silence. The good news is that with the right help, kids with SM can get better.

“Luckily, we had a pediatrician who was vaguely familiar with selective mutism. Unfortunately, she was uncertain of the right resources to help. That’s when I went online and found the Brave Buddies℠ Program at The Child Mind Institute. I knew immediately it would be exactly what Parker needed, and we booked our flights to New York. This innovative program had immediate impact on Parker’s confidence to brave talk despite her anxiety. I want every child who struggles with SM to be able find his or her voice. This year, every time 25 advisors sign up for Implement Now, I will sponsor a one-day scholarship to Brave Buddies for a child and his or her parents. ” ~ Kristin Harad

The Child Mind Institute’s Brave Buddies is an intensive group behavioral treatment program designed to help children ages 3 to 8 with selective mutism (SM) speak in school and other public places. The therapists create a classroom-like setting that offers children a safe environment to practice verbal participation or “brave talking.”

|About Us

Experience and teamwork combine to make Implement Now successful

A special thank you to our participating thought leaders who represent the following companies.