Julie Littlechild is a speaker, author, researcher, and founder of AbsoluteEngagement.com. Her firm takes an evidence-based approach to helping advisors align an engaging client experience with a compelling personal vision for their businesses. Absolute Engagement works with institutions and advisors, offering programs such as [...]
Spenser Segal is the CEO of ActiFi, Inc., a software and solutions company focused on delivering scalable practice management programs to advisors and the institutions that support them. He has more than 20 years of experience in the financial services industry, both as a [...]
David Meerman Scott is a speaker, author, and internationally acclaimed strategist, whose 10 books include Real-Time Marketing & PR, a Wall Street Journal bestseller, Newsjacking, World Wide Rave, and The New Rules of Sales & Service. His advice and insights help people, products and organizations [...]
Randy Gerber is the founder of Gerber, LLC, a firm dedicated to working with first-generation entrepreneurs, and being a place where these individuals find more than just financial advice. Randy is a member of the Raymond James Financial Services Leaders Council, has served on [...]
Josh Patrick is a founding principle of Stage 2 Planning Partners and creator of Ask Josh Patrick. Through these businesses, he helps private business owners and their advisors create extraordinary value in their professional and personal lives. Josh is also a speaker, host of [...]
Sam Richter is a best-selling author, speaker, and creator of Know More University. As a thought leader on sales intelligence, he helps professionals learn the inside secrets for finding and controlling information, and then leveraging it to build valuable business relationships. Sam serves on [...]
Evelyn Zohlen, founder of Inspired Financial, has served on both the personal and the institutional sides of financial services for nearly 20 years. She has served on the Board of Directors of the Financial Planning Association, and as an adjunct professor in the Personal [...]
Brett Davidson is the Founder of FP Advance and the Uncover Your Business Potential program. He has worked closely with hundreds of financial planning firms in the UK, Ireland and the Netherlands to make their businesses more fun, client-focused, and profitable. Brett writes regularly [...]
Raghav Sharma is the co-founder and CEO of GuideVine, which helps financial advisors elevate their digital footprint and connect to consumers right for their practice. Bloomberg and CNBC have called GuideVine the "match.com" for consumers looking for financial advisors. Takeaway quote: “It’s moving beyond [...]
Ted Jenkin, founder of oXYGen Financial, Inc., is an entrepreneur, leader, and social media pioneer in the financial services industry. Ted has been quoted in more than 75 publication and newspapers including being a featured columnist for the Wall Street Journal ‘The Experts’, and [...]