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PROGRAM AGENDA
Monday, March 16th
Michael Kitces, CFP®, CLU
Nerds’ Eye View, Pinnacle Advisory Group,
The Kitces Report
Stephanie Sammons, CFP®
Wired Advisor
Jay Palter
Social Advisory
David Mehlhorn
Redtail Technology
Tuesday, March 17th
Blane Warrene
QuonWarrene, Digital Well Podcast
Josh Turner
Linked Selling, LinkedInUniversity.com
Julie Littlechild
If Not Now Research
Baz Gardner
The Social Adviser
Wednesday, March 18th
Alan Moore, CFP®
XY Planning Network
Carl Richards, CFP®
Behavior Gap
Kristen Luke
Wealth Management Marketing
Jim Stackpool
Strategic Consulting & Training
The Client Experience Starts Sooner than You
Think: Tangible Tips to Improve a Prospect’s
Search for You
Marketing: How to Launch Your Own Podcast
Practical Tips to Deliver Real Value
Through Content Curation
Processes & Workflows: How to leverage your
CRM to improve the experience you offer &
make your life easier!
Cyber security: The challenges advisors face
and steps to sure up their personal and
business security.
LinkedIn Strategies for Advisors: the
comfortable way to generate referrals
Deepen Your Client Engagement: How to
segment, communicate and align your service
offering with your resources.
How to get over ‘perfection,’ secure your online
reputation and communicate your true value
Technology, Improving Efficiency, and Your
Great Life
Keep it Simple: Communication Skills that Put
the Client First
10 Ways to Achieve Work / Life Balance
How to Price Your Services by Value
Sessions broadcast each day starting at 10:00am PT / 12:00pm CT / 1:00pm EST.
Each session starts at the top of the hour. Replays will be available for 24 hours
following original broadcast time.
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PROGRAM AGENDA
Continued
Thursday, March 19th
Bill Winterberg, CFP®
FPpad.com
Steve Lockshin
Betterment Institutional
Cliff Goldstein
NerdWallet
Amy Mullen
Money Quotient
Friday, March 20th
Jamie Cornehlsen, CFA
AUMinaBox
Scott Burns, CFA
Guide Financial
Sheryl Garrett, CFP®, AIF®
Garrett Planning Network
Sophia Bera, CFP®
Jude Boudreaux, CFP®
Social Financial Planner
Hypermedia Skills to Help You Build Trust
Online using Video
RoboAdvisors, Outsourcing, and Putting Your
Client First
Content Marketing, Blogging, & Engaging Online
Improve the Quality & Effectiveness of Your
Prospect and Client meetings
Turn Your Practice into a Business
How to use Technology to Complement Your
Advice, Attract Prospects & Deepen Your Value
Fiduciary Standard and What it Means for Your
Practice
Digital Marketing: How to Create Your Online
Success
Sessions broadcast each day starting at 10:00am PT / 12:00pm CT / 1:00pm EST.
Each session starts at the top of the hour. Replays will be available for 24 hours
following original broadcast time.
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