|Agenda

Choose from five days of content

March 14, 2016
10:00am PT / 1:00pm EST Stephen Wershing, CFP®
How to Get More Client Referrals without Being Annoying
You’ve vowed never to print out a LinkedIn list and slide it across the desk to client asking for referrals.  Yet, you want to grow your practice leveraging the most powerful asset your have:  your clients.  In his animated style, Stephen explains where you have to start, why your positioning matters, and how to help your clients be better referrers.
11:00am PT / 2:00pm EST Jennifer Goldman, CFP®
How to Build a Profitable and Sustainable Practice
As a business owner, you are responsible for the marketing, sales, staff management, and financial decisions for your firm, no matter how big or small it is.  Are you embracing your role as CEO?  Operations guru Jennifer Goldman shares the shocking reality of embodying this leadership role and teaches you how to use tech tools to delegate work, keep a lean staff and increase profitability per client.  This powerful session is about as how-to as it gets!
12:00pm PT / 3:00pm EST Michael Kitces, CFP®, CLU, ChFC
Healthy Lifestyle & Productivity tips for advisors
The most prolific contributor to our industry shares how he managed to drop 50 lbs. while holding a travel schedule to over 65 conferences in one year.  He’ll also reveal his secret to his massive productivity!
1:00pm PT / 4:00pm EST Brian Wright, CFP® and Kitrina Wright, CPA
Bookkeeping for Financial Advisors: What you need to know & how to hand it off
This dynamic duo, co-founders of FA Bean Counters, will dive into a topic many of us overlook, try to do ourselves, and just don’t understand as well as we think we do (or should):  Bookkeeping!  They share the “must knows” and what you can hand off along with where to start if you’ve never reconciled!
March 15, 2016
9:00am PT / 12:00pm ET Kristen Luke
Marketing Strategies for Every Stage of Your Business
Marketing your firm is essential at every stage of your business; however where you focus your resources has to change as your practice matures.  Kristen dives into five stages of advisor firms and details the marketing you can implement along the way.
10:00am PT/ 1:00 pm ET Peter Renton
How to Turn Content into Revenue (plus, What You Need to Know About Peer-to-Peer Lending)
Lend Academy’s publisher and chief blogger will teach us how to turn content into revenue and share how he became the world’s #1 authority on peer-to-peer (P2P) lending and parlayed that into a wildly successful business.  He’ll also bottom line what you should know about P2P or marketplace lending for your practice.  This “case study with practical advice” interview demonstrates how commitment and passion pay off.
11:00am PT / 2:00pm ET Barbara Turley
Outsourcing: Steps to Success with a Virtual Team
Want more time to focus on growth?  Want to feel you have work covered while you’re on holiday?  Working with a virtual team can be a cost effective solution to your needs if you know what you’re doing.  Barbara teaches you how to identify what to outsource and outlines what you must do before you hire so you can achieve success.
12:00pm PT / 3:00pm ET Hussain Zaidi, CFP®
The Value of Running a Financial Planning-focused Firm
A self-proclaimed fanatic of the value financial planning Advizr’s CEO shares why he believes every client deserves a financial plan and how advisors can add or improve this essential deliverable in their client (or prospect) experience and do so profitably.  You’ll be surprised by the advice you hear!
1:00pm PT / 4:00pm ET Emma Johnson
Niche, Blogging and Working with the media
Afraid a niche is too specific?  Worried about sharing too much of your personality?  Trying to get in The New York Times?  Veteran money writer, blogger and podcaster Emma Johnson doesn’t hold back her passion in this straight-talk interview about how to make the most of your online presence and how to get the press you want.
March 16, 2016
9:00am PT / 12:00pm ET Alan Moore, CFP®
Best Practices to Build a Subscription Pricing Model
The financial advice world is changing and younger clients have new expectations.  Achieving an accessible fee structure with service that scales can be nearly impossible in the old models.  Learn how to be successful in structuring a subscription price model to deliver what your Generation XY clients need in a way that works for everyone.
10:00am PT/ 1:00 pm ET Brett Davidson
Who Stays, Who Goes & Must-Do Hires to Gain Your Life Back 
Are you recreating the job you left?  Hire better, fire quicker and get the right team in place.  You’ll have way more fun and live the life you thought you were creating when you became an entrepreneur.  Plus, get insight on the “nomadic lifestyle” as Brett shares his firsthand experience of leaving the UK to explore other countries and ski while continuing to run his business.
11:00am PT / 2:00pm ET David Mehlhorn
Daily Tasks to Get the Most from your CRM Technology
In this “day in the life of an advisor” view of using your CRM, David shares industry best practices in a way that you can digest and use.  From turning on your system in the morning to preparing the team for the week to supporting advanced marketing strategies, you’ll see the “click-by-click” within Redtail’s application exactly what to do.  Even if you’re not a Redtail user, you’ll be inspired to get your CRM working more for you!
12:00pm PT / 3:00pm ET Steve Schueth
Impact Investing: What it is & Who really wants it
A new generation of Millennials, women, and college-educated investors are demanding positively impactful investment strategies, yet the number one reason advisors do not offer impact investing is because they do not have a solid understanding of what it entails.  More than just “suppressing tobacco and big oil,” impact investing is here to stay.  Be prepared when your clients ask – come learn about this hot topic in the investing world.
1:00pm PT / 4:00pm ET Sheryl Garrett, CFP®
Finding Happiness in Your Practice: How to Design the Right Firm for You
The “All-American” planner inspires us to take a close look at how fulfilled we feel with our practice.  Sharing her personal attempts to leave the industry three times, Sheryl explains how she got past feeling like an employee to her practice and turned her passion into a thriving business.  You’ll learn the one action you can take to make the pivot to happiness.  You’ll never think about your practice the same way again.
March 17, 2016
9:00am PT / 12:00pm ET Peter Lord
Cash(flow) is King. How to Deliver What Clients Want
In a world where more clients want and need on-going cashflow advice, figuring out how to incorporate this valuable service in a scalable way in your practice can be challenging.  Australia’s MoneyBrilliant founder teaches how to leverage technology to build trust with prospects, attract younger clients, re-engage dormant clients, and provide added value for your existing older clientele.
10:00am PT/ 1:00 pm ET Bill Winterberg, CFP®
Video: The Gear You (Don’t) Need
The Video King & acclaimed host of Bits & Bytes will outline all of the gear you (don’t) need to start using video in your practice.  He’ll share his own experiences and give you the shopping list of reasonably priced options for your video creation.  Say goodbye to your excuses and get ready to hit record.
11:00am PT / 2:00pm ET Cathy Curtis, CFP®
How to Create & Leverage Your Personal Brand
The line between your personal life and your business life is murky in the modern digital era.  People seek relationships with individuals, and they want to understand who you are, not just who your firm is.  A strategy behind how you as a person appears to the world is now essential.  Cathy teaches us how to bring your authentic self alive in the online world in a way that will help support your practice.
12:00pm PT / 3:00pm ET Ryan Russell
Your Web Site:  Design for Action
Time for web site upgrade?  Learn the simple steps you can take to make your online presence more compelling and dynamic.  Ryan shares numerous examples of existing web sites, highlights the Must Haves, and helps you see just how easy creating the right web site can be.
1:00pm PT / 4:00pm ET Shuang Chen, CFA, FSA
Embracing Innovation in Financial Planning Technology
When was the last time you evaluated financial planning software?  Have you been building your financial plans the same way for more than five years?  You may be missing out on new ways to deliver value to your clients and technology that can save you hours (maybe days!) in plan creation and delivery.  Whether you want to select a new platform for your practice, service a new client segment, or just gain efficiencies, you’ll will want to tune in to this eye-opening session.
March 18, 2016
10:00am PT/ 1:00 pm ET Jay Palter
How to Curate Content for Your Marketing Plan
You understand that sharing relevant, engaging content specific to your narrowly focused target audience is an essential part of your marketing plan.  You even appreciate that you do not have to create all of your content from scratch.  Join us as master curator Jay Palter takes us beyond the ‘why’ and demonstrates how to curate content in way that works for your marketing plan.  Get ready for the details!
11:00am PT / 2:00pm ET Aaron Klein
Neutralize the Robo Threat: How to Maintain Your Personal Touch
The modern wave of “robo” carries with it a glaring weakness — the self-directed robos masquerade as advice, but poorly match prospective clients with a portfolio based on stereotypical risk capacity. Advisors can easily provide superior service, experience and outcomes by treating clients as individuals, and aligning their investment strategy with that investor’s Risk Number, not a stereotype.
12:00pm PT / 3:00pm ET Stephanie Sammons
How to Grow Your Business with LinkedIn
Want to power up your LinkedIn profile to become your influence hub and client attraction magnet?  Do you want to be a top influencer in your industry, market, or niche on LinkedIn and get your message in front of thousands of your ideal clients, referral sources, industry influencers, and the media?  Digital influence master Stephanie Sammons teaches us the ins-and-outs of LinkedIn so you can leverage this powerful platform in your growth plan.
1:00pm PT / 4:00pm ET Ronald Sier
Why You Can’t Sell Financial Planning & What To Do Instead 
Financial planners all around the world have one BIG problem: they don’t know how to convey the real value of financial planning.  This communication failure results in justification of fees, rather than demonstration of value that far exceeds a client’s expense.  Ronald Sier believes that when advisors fulfill their right brain potential they will engage with clients in a “small step” way that builds trust and, in turn, more loyal clients.  Find out what you can do to step out of the analytical mind and embrace your emotional and social abilities.