7:15 am - 3:00 pm

Practice Management Bootcamp

Date: March 11th, 2021

8:15 am – 3 pm  (Mountain Time)

Brought to members at no cost by our Partners

No CEs for this day – just lots of practice management support for your business- For more information and to register:

Join us for our inaugural Practice Management Bootcamp, to be led by some of the industry’s top thought leaders. Designed to benefit financial planners of all career stages, this all-day event will focus on enhancing key areas of our practices to better serve our clients. As the end of the pandemic nears, hear from these experts on client communication, technology, marketing and more, as they discuss ways to streamline our practices and prepare them for the future. Leave with actionable insights and tools designed to enhance your client relationships.

The Coaching-Selling Connection
with Dr. Peggy Marshall 
This presentation will take the participant through a process that aligns with coaching the client through a decision-making process resulting in stronger relationships, satisfaction with the buying decision, and continued engagement between both individuals (includes a free DISC evaluation, plus a free 1/2 hour consultation with Dr. Marshall on the results). Dr. Marshall is the Founder and CEO of The Imago Performance Consulting Group, LLC and The Global Institute of Organizational Coaching. Dr. Marshall has extensive experience in change management, leadership development, executive coaching, high performance behaviors, culture development, and team effectiveness strategies. Dr. Marshall’s background includes work in financial services, academia, health care, sales and organizational development.

Building the Tomorrow Business
with Penny Phillips, Thrivos Consulting
We are in the midst of revolutionary change in our industry — and in the world. The traditional way of building and running a business is no longer sufficient for exponential growth and success. To thrive, and not just sustain, over the next decade you must evolve your operational structure and focus on the value of a multi-gen team. Penny Phillips has spent most of her career coaching and consulting financial advisors, business owners and wealth management institutions. She is a founding member of Journey Strategic Wealth and as President of the firm’s corporate operations, is responsible for ensuring that all team members have the resources and tools they need to powerfully serve clients.

Marketing Yourself as a Digital-First RIA
with Johnny Sandquist, Three Crowns Marketing & Copywriting
Consumer expectations are changing and the next generation expects a digital-first experience with their financial advisor. You can promote yourself and your firm as a modern, tech-enabled advisory practice simply by bringing your existing advisor technology tools out into the open. In this session, we’ll talk about how to use the capabilities you get from your fintech to get an edge in marketing your services against digital advice offerings and other advisors. Johnny Sandquist has been working with financial advisors since 2009 to implement technology solutions and grow their businesses. He is the founder and CEO of Three Crowns Copywriting and Marketing, a content marketing agency dedicated to helping financial advisors create compelling communications.

Our Remote World: Your Firm’s Biggest Opportunity for Growth
with Louis Retlef, Hubly
Join Hubly CEO and Co-founder, Louis Retief, as he explores how going back to the fundamentals of the Financial Planning Process will give advisors the tools they need to simultaneously grow their firms and capitalize on the opportunities of our new remote world. Louis Retief i s a fintech entrepreneur who loves personal finance, financial advice, and technology. He started Hubly with the simple mission of making advisors and their teams more productive. To date, Louis and his team have helped over 60 advisors build over 16,000 workflows to bring efficiency to their firms.

Leveraging a Paraplanner Within Your Firm
with Alex Hopkin, CFP®, AFC®, and Jen Pritchard, CFP® 
This presentation discusses what a paraplanner is and how to best utilize one in your firm. We’ll dive into the benefits, who paraplanners are, how to work with them, and how to find one that best fits your needs.

Alex Hopkin, CFP®, AFC®, is a virtual paraplanner, outdoor enthusiast, military spouse, mom to three small boys and founder of Simply Paraplanner. She created a space to help others find flexible, remote positions within financial planning and help financial advisors connect with virtual paraplanners to expand their businesses, not their office.

Jen Pritchard, CFP®, joined the Simply Paraplanner team in September of 2017. In addition to her work with SimplyParaplanner, she is a virtual financial planner for Bannerman Wealth Management. She has a degree in Personal Financial Planning from Texas Tech University.