What Advisors Say
Loyalty Over Profit
Alan Stephenson
Legacy Wealth Concepts
Cornerstones to Growth: Referrals and Education
Trent Bradshaw, CFP® & Brandon Rogers, CFP®
Bradshaw Rogers Financial Partners, Inc.
Beyond the Numbers: How to Ease the Burden of Retirement and Estate Planning
Eric Hemingway, AIF®
Hemingway Wealth Management, LLC
Finding the Perfect Fit for a Practice Takeover
David Walker
Baird Wealth Strategy Group
Bringing the Wow Factor Back Into Client Service
Kevin Daniels
Tribute Financial
Growing a Better Business Where Client Needs Come First
Tamara MacDonald and Shawn MacDonald
Sky Financial Services, Inc.
Building Strong Client Relationships
Zach Daniels
Tribute Financial
Working Through Complexities
Charlie Artmann
Professional Planning Consultants
Culture Is Key to Operating a Good Office
Brett Machtig, AIF®, CWS®, RMA®
Capital Advisory Group
Facing the Challenges of Succession and Mergers
Bryan Caulkins
Proxy Freedom
Navigating advertising pre-approval
Dale Buckner
President
Dale Buckner, Inc.
Being a female Financial Planner comes with challenges
Lindsey Chrystan
President
Success Financial Group
Replace fear with facts!
Karman Scott, RICP
Financial Advisor
United Planners
Client Centric
Jim Tausz
President
Bradford Financial Center
“Ultimately it comes down to service and flexibility”
Victor Navarroli
Managing Partner
Carolina Wealth Partners
In business for yourself but not by yourself!
Szablis M. Klee
Registered Principal - United Planners
Owner - Full Circle Financial
Core Business Practices
Brad Hoge, Owner & Mark Hoge, Member
McCrate Wealth Management
Be a Connector
Eric Hemingway, AIF
Founder & Managing Partner
Hemingway Wealth Management
Changing Regulatory Environment
Josh Allen, CFP
Partner - Director Wealth Management