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 [...]
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 [...]
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 [...]
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 [...]