Chris Westfall is the US National Elevator Pitch Champion, and his strategies have created multi-million dollar results for entrepreneurial companies on four continents. His clients have appeared on Shark Tank, Dragon’s Den and Shark Tank-Australia. He’s the publisher of seven books, including The NEW [...]
Alan Moore is the co-founder of the XY Planning Network, a support network for advisors looking to serve next generation clients. He is also the CEO of AdvicePay, the first and only compliant payment processor for financial advisors, and host of the XYPN Radio [...]
Julie Littlechild is a speaker, author, researcher, and founder of AbsoluteEngagement.com. She helps successful professionals and entrepreneurs design businesses that support the lives they want to live and to create lives that fuel their capacity to do just that. Julie has worked with and [...]
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: Attracting and Retaining High-Net-Worth Female Clients and How to Give [...]
Marie Swift, President and CEO of Impact Communications, has worked with financial advisory firms and allied institutions for over twenty years. A thought leader for thought leaders, she is known for bringing some of the industry's best and brightest voices together for dialog and [...]
Steve Wershing is the author of Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Services Business That Sells Itself. As President of The Client Driven Practice, he teaches advisors how to develop their brand, focusing their business on what clients [...]
John Jantsch is a marketing consultant, speaker and author of Duct Tape Marketing, Duct Tape Selling, The Commitment Engine and The Referral Engine, and the founder of the Duct Tape Marketing Consultant Network. John’s Duct Tape Marketing System has helped thousands of small businesses [...]
Michelle Hoskin (Little Miss WOWW!™) is a globally recognized author, speaker and coach. Her innovative yet remarkably effective insights and concepts inspire and excite all those around her as she takes you on a journey to find your purpose, ignite your passion and unleash [...]
Bill Cates, CSP, CPAE, is widely recognized as the financial services foremost expert in how to build a thriving referral-based business. His books, Get More Referrals Now! and Don’t Keep Me a Secret! have revolutionized the way financial professionals are acquiring more and better [...]