Invigorate and Transform Your Advisory Business

March 14, 2018 10:00-3:00 Eastern
Hilton Atlanta Airport Hotel


Speakers and Topics

Jennifer Goldman, CFP® of JGC on How to Transform Your Business
Jennifer has 25 years of experience helping businesses become more profitable through process, people, and technology transformations. She has been published in NAPFA, FPA Journal, The Liberated CEO, Inc Magazine, Today’s High Margin Practice and provides workshops and consulting to advisory firms.

Krista Sheets of Paragon Resources on How to Build an Agile Team
As a Team Architect and Developer for Financial Professionals since 1997, Krista has provided targeted advice on how to achieve ROP…Return on People. She believes all organizations must focus on capitalizing on the talents of their people. She co-authored the book, Know Service…5 Steps to 5-Star Service for Financial Professionals.

Bill Winterberg, CFP® of FPPad on Business Technology and Building Trust Online
Bill is the leading FinTech independent authority on technology in the financial services industry. He was recognized as 40 under 40 and Top 25 most influential people by Investment News. He is the creator of video broadcasts, his widely read newsletter, keynote speaker and Alexa’s FPPad Flash Briefings.

Gerri Leder, CPC of LederMark on Pursuing an Integrated Life, Leadership, and Legacy
A wealth management industry veteran, Gerri coaches Financial Advisors and owners to connect more deeply with and pursue the life, legacy, and business they desire. Prior to coaching leaders, Gerri and her firm, LederMark, focused on marketing wealth management firms.



10:00 – 10:15
10:15 – 11:00
Pursuing an Integrated Life, Leadership, and Legacy with Gerri
11:15 – 12:00
Building an Agile Team with Krista
12:00 – 1:00
Lunch and Roundtable discussions
1:00 – 1:45
Business Tech and Building Trust Online with Bill
2:00 – 2:45
How to Transform Your Business with People, Process, and Tech with Jen
2:45 – 3:00
Wrap Up


Grab this opportunity to learn the functional framework for transforming your business into a thriving one! Enjoy our intimate workshop with industry experts sharing their best advice with NO sales pitches or sponsors.

PS. Included in your registration is the DISC and Motivators Map Assessment, valued at $100.

PPS. For those staying overnight, the Hilton Atlanta Airport Hotel is providing a 10% discount based upon availability.

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