Kevin Quigg is the Chief Strategist at Exponential ETFs. He is involved with the American Customer Satisfaction Index. Through that experience, he has gleaned some interesting insights about what clients of financial advisors value and want most. Kevin has been in the wealth management industry [...]
Kelly Decker is the President of Decker Communications, Inc. A keynote speaker, messaging expert and executive communication coach, she helps professionals and senior leaders unlock their potential. She also personally coaches executive leaders from Fortune 500 companies. She’s the co-author of Communicate to Influence: [...]
Robert Sofia is the CEO of Snappy Kraken, a SaaS marketing solution that helps financial advisors personalize, automate, and track marketing campaigns and business processes. He has served over 1,000 financial companies since 2005. He’s an award-winning speaker and author of two best-selling books, [...]
Mary Beth Franklin is an author, speaker, award-winning journalist, Certified Financial Planner, and one of America’s leading experts on Social Security and Medicare. Her weekly column and e-book, Maximizing Your Social Security Retirement Benefits, can be found on Investment News. She is also frequently [...]
Jay Coulter, is an investment strategist, practice management consultant, author, podcast host, and award-winning business speaker. He is the Founder of Pinger Systems, a training and technology firm, and has a consulting practice through RC Whatley & Company, both businesses focused on serving advisors, [...]
Dan Sullivan is an Executive Vice President at Cambridge Investment Research and brings over 30 years of industry experience. Previously an advisor, he is now focused on leading strategic initiatives that support advisors in efficiently growing their independent businesses. He has been instrumental in [...]
Joe Messinger, CFP, CHFC, CLU, is the co-founder and director of college planning at Capstone Wealth Partners, and CEO of Capstone College Partners. Joe is recognized as a trusted authority in the area of college planning and funding, and trains other financial professionals to [...]
Mark Schoenbeck, CFP, is the Executive Vice President and National Sales Director at Kestra Financial. He has helped top independent financial advisors maximize their revenue, free time, and business value for over 15 years. He previously held senior executive roles at Mutual Service Corporation, [...]
Beverly Flaxington is the co-founder of The Collaborative, an organization that helps financial services firms with both their business development and their organizational needs. She holds two patents on practice management programs, is a three-time best selling and Gold-award winning author. She is a [...]
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 [...]