Dave Patchen is Senior Vice President, Education & Practice Management, at Raymond James Financial Services. Formerly an advisor, independent contractor, recruiter, and regional director, he has now accumulated over 3000 hours of one-on-one coaching with advisors over the last 12 years. Dave is frequently [...]
George Hartman has worked for over 40 years as an advisor, educator and executive in both the insurance and investment industries. He is now a speaker, coach, and best-selling author of books like EXIT is NOT a Four Letter Word – How to Transition [...]
Kelli Cruz is a consultant, writer, speaker, and founder of Cruz Consulting Group, committed to building “talent wealth” and helping advisory firms realize their true potential. Prior to this, she founded InvestmentNews Adviser Solutions and oversaw advisor consulting engagements and the InvestmentNews/Moss Adams research [...]
Gail Graham is the founder and Principal of Graham Strategy, LLC, a strategic marketing and consulting firm for advisors and organizations who are committed to improving wealth management for consumers. Previously she was the CMO at United Capital, and EVP of marketing and business [...]
Kathleen Burns Kingsbury is a wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence™ podcast, and the author of several books including How to Give Financial Advice to Women, How to Give Financial Advice to Couples, and Breaking Money [...]
Mark Tibergien is Chief Executive Officer of Pershing Advisor Solutions, prior to which he was a principal at Moss Adams LLP. Mark has worked with hundreds of public and private companies on matters related to business management, transition planning and strategy formulation, since 1976. [...]
Dan Allison is a speaker and the founder and President of The Feedback Marketing Group, a consulting firm helping large organizations and individual professionals implement a system to duplicate their top clients and attract more quality prospects. Dan has drawn on his background in [...]
John Anderson is the Managing Director of Practice Management Solutions for the SEI Advisor Network. He has been with SEI for over 20 years and is responsible for all programs focused on helping financial advisors grow their businesses, create efficiencies in their operations and [...]
Scott McKain is an author, speaker, podcaster, and globally recognized authority on how organizations and professionals create distinction to attract and retain customers — and stand out in a hyper-competitive marketplace. His book entitled “Create Distinction: What to Do When ‘Great’ Isn’t Good Enough [...]
Michael Kitces is a Partner and the Director of Wealth Management for Pinnacle Advisory Group. He is a co-founder of the XY Planning Network and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor [...]