You’re in the right place if:
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!
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:
Founder, FPPad
CEO, Riskalyze
President, My Virtual COO
Publisher & Chief Blogger, Lend Academy
Pinnacle Advisory Group, Nerd's Eye View, Kitces.com
Founder, Garrett Planning Network
Founder, Curtis Financial Planning
Co-Founder, twenty over ten
Co-Founder, FABean Counters
Co-Founder, FABean Counters
Co-Founder & CEO, Advizr
President, First Affirmative & Producer, The SRI Conference
CEO, Virtual Angel Hub
Co-Founder, XY Planning Network
Founder, The Client Driven Practice
#1 Amazon Best Selling Author, Linked to Influence
Co-Founder, Right Capital
Social Media Consultant
Blogger, Wealthy Single Mommy; Former MSN Money Columnist
Director, Redtail Technology
Founder, seebeyondnumbers.com
Founder, FP Advance
Money Brilliant
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?
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!
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:
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®
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.
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.”
Kristin Harad
@KristinHarad
Summer #Marketing Workshop for #SanFrancisco Financial Advisors! Join me on Friday, June 22nd for lunch and stay t… https://t.co/dTAWnRHyqD
2 weeks ago
Kristin Harad
@KristinHarad
Thank you, @cathycurtis , @SonyaDreizler and @marcycoburn for coming to #FPANorCal2018 and spreading the word about… https://t.co/1j79GHVYv6
3 weeks ago
Kristin Harad
@KristinHarad
@YeskeBuie @LaurenAStansell @DaveYeske @elissabuie @yusabu_pro Great to see you there!
3 weeks ago
Kristin Harad
@KristinHarad
RT @amynmullen: Process helps a person get to a present state (awareness) and Practice leads to the development of informed intuition - Sus…
3 weeks ago
Kristin Harad
@KristinHarad
How to create a micro targeted campaign - useful, tactical #implementation from @KristenLuke #fpanorcal2018
3 weeks ago
Kristin Harad
@KristinHarad
What’s working in #advisormarketing ? @KristenLuke from @kaleido_inc shares her wisdom #fpanorcal2018 https://t.co/B9mCethLyE
3 weeks ago
Kristin Harad
@KristinHarad
Fascinating insight from Greg Valliere @HorizonGreg on Presidency, markets, policy changes and projections for 2018. https://t.co/zCGExWGxt4
3 weeks ago
Kristin Harad
@KristinHarad
Tax session @FPANorCal “We pay a weather and culture tax”to live in California - Daniel Staszak
3 weeks ago
Kristin Harad
@KristinHarad
Looks like beautiful weather is in store for tomorrow at #fpanorcal2018 #coffeebreakoutside
3 weeks ago
Kristin Harad
@KristinHarad
"Am I pigeonholing myself if I choose a #niche ?" Talk about #Highvaluehypertarget ! Thanks, Galen Herbst de Cortin… https://t.co/SEUqUzfU8a
5 weeks ago
Kristin Harad
@KristinHarad
Want to do more of what you love? Identify all of the tasks you do now and pick 3-4 you WANT to do. Follow this 3-… https://t.co/ShScVRoKDx
5 weeks ago
Kristin Harad
@KristinHarad
@SaraStanich @nytimes Laughed out loud many times in the way that only deep knowing and appreciation will allow. Thank you!!
7 weeks ago
Implement Now Creator & Summit Host
Kristin knows that access to expertise you can use can be expensive and hard to find. Through Implement Now Kristin has opened up advice for over 1,200 independent financial advisors. With hands-on experience as an independent RIA, Kristin was the founder of VitaVie Financial Planning, a fee-only firm that she grew from zero to six figures in less than three years. Leveraging nearly 15 years of marketing experience from Visa, Charles Schwab, Grey Advertising and JPMorgan Chase, Kristin brings a refreshing look at marketing your financial planning practice in a common sense, cost-effective and enjoyable way.
Speaker Liaison & Social Media Manager
Sierra began in the industry working with Kristin at VitaVie Financial Planning as the first point of contact for prospects and clients and coordinator of many moving parts of this entrepreneurial business. Leveraging these skills for her third Implement Now, Sierra is our speaker liaison, ensuring the industry experts have what they need to bring you their best advice. With her social media campaign prowess Sierra ensures you know what’s coming up, shares the #INOW16 highlights and keeps excitement high for the event. Her keen awareness for the details of implementing a blockbuster virtual summit helps make Implement Now a success each year.
CEO, Strategic Virtual Solutions
Jama, a Certified Infusionsoft Consultant who founded Strategic Virtual Solutions, started her Virtual Assistant career in 1996. Now, she manages her team of Marketing Specialists from her farm in Georgia. Working together since 2011, Kristin and Jama have formed an incredible working relationship, even though they’ve only met in person once (a few years later). As the implementers behind Implement Now, Strategic Virtual Solution’s Rhonda, Caley, Tracy, Rachel and Kim all contribute their skills to make the event come together every year. Thank you to the team for their hard work!
A special thank you to our participating thought leaders who represent the following companies.
