Featured Speakers

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KEYNOTE PRESENTATIONS

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Delivering Value That Will Never be Undervalued


Mitch Anthony
President, Advisor Insights Inc.

Mitch Anthony has been creating innovative discovery approaches for the advisor community for the past two decades. He is known for having created “Financial Life Planning” (2001), “Return on Life” (2005), and most recently, “Life-Centered Planning” (2017). A prolific author, Mitch’s seminal books include StorySelling for Financial Advisors, The New Retirementality, and Your Clients for Life. Along with Steve Sanduski, he founded ROL Advisor, a coaching community that is helping practices transform into Life-Centered Planning firms, and the Retirement Coaching Program, a program that equips advisors with the skills to help clients navigate modern retirement. Learn more about Mitch Anthony at https://www.mitchanthony.com/about/

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Client Service Experience: Moving from Great to Exceptional in Three Steps

Cheryl Holland, CFP®
President, Abacus Planning Group


Cheryl Holland is president and founder of Abacus Planning Group, Inc., a fee-only financial planning and investment counsel firm providing advice primarily to physicians, closely-held business owners, professionals, and widows with a focus on the creation and preservation of wealth. Working with various professionals on the Abacus team generates thoughtful discussions and creative problem solving for a full spectrum of financial topics and personal goals. The insight gained from this process results in a customized financial and investment plan. Cheryl is known for her generosity in sharing her secrets to success with other fiduciary advisors; click here to hear a conversation she had with Michael Kitces. Learn more about Cheryl Holland at https://www.abacusplanninggroup.com/cheryl-r-holland/

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How to Feel as Bright as Your Clients Think You Are: Why Capable People Suffer from Impostor Syndrome and What to Do About It

Dr. Valerie Young
Internationally-known expert on impostor syndrome

Dr. Valerie Young is an internationally-known expert on impostor syndrome and author of the award-winning book The Secret Thoughts of Successful Women: Why Capable People Suffer from the Impostor Syndrome and How to Thrive in Spite of It (Crown Business/Random House), now available in five languages. Her career-related tips have been cited in dozens of business and popular media outlets including The Wall Street Journal, Time, Newsweek, Kiplinger’s, BBC, and Yahoo Finance. Learn more about Valerie Young at https://impostorsyndrome.com/valerie-young/

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MAINSTAGE PANEL PRESENTATION

How to Work with the Media and Earn a Gold Star Every Time: Confessions and Advice from Four Top Journalists and a PR Pro

Marie Swift
Published Author/PR Pro

Marie Swift has coached hundreds of financial advisors on how to work with the media and earn a gold star every time. In this mainstage panel presentation, Marie will quiz four top journalists on what they like to see from their interview sources, how to come up with an effective pitch for a story, and ways you can endear or alienate them (perhaps without even knowing it). A prolific writer and respected consultant in the financial planning profession, Marie has appeared on NPR and numerous video interviews. Her quotes and articles have been published by Forbes, MarketWatch, Barron’s and dozens of financial services trade publications. She profiles interesting people in the financial services industry on her blog, Best Practices in the Financial Services Industry.

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Gail MarksJarvis
Author/Journalist

Gail MarksJarvis is a personal finance columnist and author. Her book Saving For Retirement (Without Living Like a Pauper or Winning the Lottery) provides common-sense advice aimed at helping individuals achieve financial security. Gail is one of the nation's most respected personal finance columnists. She has been named "Best Financial Columnist" by Northwestern University's Medill School of Journalism, and has received 17 other journalism awards for her work, including a National Clarion Award for human rights reporting. Her Chicago Tribune columns reached millions of readers in leading metropolitan newspapers throughout the US. She is currently writing for Reuters news service, where her articles have even greater reach. Gail also delivers advice on personal finance, investing, business and financial markets in speeches and on television and radio. She has been a reporter for National Public Radio's Marketplace, and has provided analysis on Talk of the Nation, Sound Money, public television, and ABC, NBC, and CBS affiliates. In Chicago, she is heard regularly on CLTV and is a guest on WGN radio.

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Lynn O’Shaughnessy
Author/Journalist

Lynn O’Shaughnessy is a nationally recognized college expert, who is a higher-ed journalist, speaker, and educator. Her chief goal these days is to help families with teenagers become smart college shoppers as they search for schools. She is the author of an Amazon bestseller: The College Solution: A Guide for Everyone Looking for the Right School at the Right Price. Lynn writes about college at her own popular blog, The College Solution, which attracts roughly 1 million visitors a year. She also created a college-planning program for financial professionals for Horsesmouth, a New York firm that helps financial advisors become better at their jobs. A former Los Angeles Times reporter and a columnist for CBS Moneywatch and U.S. News & World Report., she has written and/or been interviewed about college issues for such national outlets as The New York Times, Bloomberg BusinessWeek, Consumer Reports, National Public Radio, USA Today, Money Magazine, The Wall Street Journal, Newsweek, Associated Press, MSN Money, Fox Business News, and Reuters.

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Bob Veres
Author/Journalist

Bob Veres is an entertaining futurist of the financial services profession and author of The New Profession, as well as several other books. Bob is editor and publisher of the Inside Information interactive guide to trends and innovations in the profession, and contributing editor and columnist for Financial Planning magazine. As a journalist, he has won several national awards, including the Jesse H. Neal Award from the American Business Media group, considered the most prestigious editorial honor in the field of specialized journalism, and the Azbee Award of Excellence from the American Society of Business Press Editors. Over his 30-year career in the financial services world, Bob has worked as editor of Financial Planning magazine; as a contributing editor to the Journal of Financial Planning; as a columnist and editor-at-large of Investment Advisor magazine; and as editor of Morningstar’s advisor web site: MorningstarAdvisor.com. In addition, he is a sought-out speaker for many of the planning world’s most important professional conferences. He also co-produces the Insider’s Forum conference for independent financial advisory firms.

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Liz Weston
Author/Journalist

Liz Weston is an award-winning personal finance columnist, speaker, commentator, and author of several books about money. She earned the Certified Financial Planner® marks of distinction in 2016. She is currently writing for the personal finance site NerdWallet, and her question-and-answer column Money Talk appears in newspapers throughout the country, including the Los Angeles Times, the San Diego Union-Tribune, Palm Beach Post, the Portland Oregonian and others. Her book, Your Credit Score, is a national best-seller now in its fifth edition. The New York Times called one of her other books, The 10 Commandments of Money: Survive and Thrive in the New Economy, a “wonderful basic personal finance book…supportive of people struggling to understand these topics and trying to make ends meet.” You may have heard her on public radio. She contributes to American Public Media’s Marketplace Money, and NPR’s Talk of the Nation and All Things Considered. She has appeared on Dr. Phil, the Today Show, and NBC Nightly News, and was for several years a weekly commentator on CNBC’s Power Lunch.

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