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Dave Alison, CFP, EA

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Current Membership Year:
Total Membership Years:
1
Court of the Table Honors:
1
Top of Table Honors:
1

Dave Alison, CFP, EA, is an accomplished financial planner and entrepreneur with a passion for helping advisors take their business and planning capabilities to the next level. As president and founding partner ofC2P Enterprises, he manages development and execution of their world-class training program and leads the corporate RIA and insurance platform at Prosperity Capital Advisors. He is also founder and CEO of Alison Wealth Management, a holistic wealth management firm focused on helping high-net-worth families explore and implement strategies for better wealth outcomes.

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Dave Alison, CFP, EA
LIvestreaming Available

How to use tax reform to grow your business

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Workshop
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Content Track:
Advising Clients

Session Description

Would you like to double down on tax management to develop a wealth management business and attract more clients? Alison explains how he uses new tax laws and reform to create marketing outflow and attract high-net-worth clients, which has led him to gather more than $35 million in new client assets over the last 12 months.

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Shantá Barton-Stubbs

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Dr. Shantá Barton-Stubbs is a licensed mental health therapist and influential mentor. In 2004, she founded New Image Youth Center, a nonprofit organization that provides academic support, social development, and health and wellness programs for at-risk youth. As an entrepreneur, she owns Under Construction Empowerment Services LLC, a firm that offers counseling, mentoring and life skills training services to adults and children. Barton-Stubbs has authored motivational books as well as The Cool Tools Kit, a resource designed to help children manage their emotions in a healthy way.

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Shantá Barton-Stubbs
LIvestreaming Available

Small contributions, enormous impact

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Session Description

What began with a simple game of Monopoly turned into a sanctuary for hundreds of children in central Florida. Barton-Stubbs explains how she established the New Image Youth Center in 2004, and how the organization has fostered a supportive community that stands together through life's challenges and triumphs.

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Kathleen R. Benjamin, CFP, CPA

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Current Membership Year:
Total Membership Years:
19
Court of the Table Honors:
10
Top of Table Honors:
7

Kathleen R. Benjamin, CFP, CPA, is chief integration officer at The Pacific Bridge Companies, where she partners with other advisors to help individuals and families reach their financial goals. Benjamin also established her own consulting company, providing financial advisory firms with strategic financial and operational advice to strengthen their overall practice management.

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Kathleen R. Benjamin, CFP, CPA
LIvestreaming Available

The essential — and potentially overlooked — keys to building a business plan

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Member Session
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Content Track:
Practice Management

Session Description

There are many critical foundation blocks of a business plan, from staffing to marketing the creation and monitoring of goals. In this panel discussion, discover how to develop each crucial aspect of your plan, including the contingency planning that can ensure your business’ stability for the future even when the unexpected occurs.

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Vanessa Y. Bucklin, MBA, CLU

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Current Membership Year:
Total Membership Years:
10
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Vanessa Y. Bucklin, MBA, CLU, a farmer’s daughter from Montana, earned a bachelor’s degree in finance from UNLV and an MBA from the University of Montana. Bucklin had 15 years of lending experience as a commercial and agriculture loan officer prior to opening her own agency. She authored the motivational memoir “The Penultimate Step” and is an international speaker.

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Vanessa Y. Bucklin, MBA, CLU
LIvestreaming Available

4 P’s that set your path for success

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Content Track:
Whole Person

Session Description

Whether you are running a marathon, managing a job, building a career or just solving a problem, life’s journey is a series of steps. Bucklin offers a four-part strategy to reframe your thinking and encourage you to not just believe in yourself but courageously take the next step toward your dreams, whatever they may be.

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Bill Cates

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Bill Cates has been teaching professionals and companies for more than 25 years about how to grow their businesses exponentially by leveraging the power of referrals, introductions and communicating compelling value. Cates has also been featured in many publications and programs, including The Wall Street Journal, ABC Business Report and more.

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Bill Cates
LIvestreaming Available

Multiply your ideal clients for exponential growth

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Content Track:
Marketing

Session Description

Client leverage is what turns incremental growth in your business into exponential growth. Cates provides a wealth of ideas and value for all levels of experience about what other top advisors are doing to attract more right-fit clients.

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Curtis V. Cloke, LUTCF, RICP

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Current Membership Year:
Total Membership Years:
24
Court of the Table Honors:
18
Top of Table Honors:
16

Curtis V. Cloke, LUTCF, RICP, founded Acuity Financial Inc. in 1987 and manages his financial practice in three states. He is an adjunct professor for The American College of Financial Services, providing expertise as a retirement income expert, trainer and professional keynote speaker. Cloke also provides educational workshops, seminars and presentations on retirement planning strategies and techniques .

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Curtis V. Cloke, LUTCF, RICP
LIvestreaming Available

Winning attraction to engage retirement clients

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Content Track:
Advising Clients

Session Description

Creativity is essential for you to stand out and attract clients for retirement planning. Cloke explains how to motivate clients to line up to meet with you and how to create an emotional and emphatic connection that moves them to action on your recommendations.

Elizabeth M. Dipp Metzger, CFP, MSFS

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Current Membership Year:
Total Membership Years:
12
Court of the Table Honors:
10
Top of Table Honors:
9

Elizabeth M. Dipp Metzger, CFP, MSFS, is founder of Crown Wealth Strategies LLC, a comprehensive financial advisory and investment firm for families, professionals and business leaders seeking to manage and protect their financial holdings. In 2023, Dipp Metzger was named one of the Top Financial Security Professionals and Top Best-in-State Financial Security Professionals by Forbes magazine.

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Elizabeth M. Dipp Metzger, CFP, MSFS
LIvestreaming Available

Advising the affluent: Key factors to working with high-net-worth clients

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Content Track:
Advising Clients

Session Description

Many advisors seek to find clients in the high-net-worth space; not everyone knows how to find these clients and successfully serve them. Dipp Metzger shares an actionable game plan to approach and work with this in-demand demographic.

Janine Driver

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Janine Driver is the founder, president and lead instructor of an elite certification program that offers award-winning communications training to help executives, salespeople and other professionals increase their selling skills and deliver solid business presentations. Driver’s experience includes serving as a federal law enforcement officer within the U.S. Department of Justice for 15 years, where she trained more than 60,000 lawyers, judges and law enforcement officers on how to read body language and detect deception.

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Janine Driver
LIvestreaming Available

You, on fire: How the new body language can fuel more success for the world’s leading financial services professionals

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Content Track:
Practice Management

Session Description

In this transformative course, insurance and financial services professionals will discover the untapped potential of non-verbal communication in staff management. By learning how to decode body language and read facial expressions, attendees will can gain valuable insights into their employees' thoughts, emotions, and intentions. This newfound understanding allows for more effective staff acquisition, retention, training, and even firing, while also enabling the provision of valuable staff benefits.

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Keith Ferrazzi

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Keith Ferrazzi is an American entrepreneur, philanthropist, bestselling author and recognized global thought leader in the relational and collaborative sciences. As chairman of Ferrazzi Greenlight and The Greenlight Research Institute, Ferrazzi has a passion for understanding people and works to identify human behaviors that block global organizations from reaching their goals and transform them by coaching new behaviors that increase growth and shareholder value.

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Keith Ferrazzi
LIvestreaming Available

From “Never Eat Alone” to “Leading Without Authority”: How you can transform your teams and they can transform your business

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Content Track:
Leadership & Emotional Intelligence

Session Description

Leaders look beyond constraining models of authority to innovate and grow. Ferrazzi explores how some of the world’s greatest leaders have set a new path for their teams — and how a reimagined team can mean unprecedented success for your practice.

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Caleb Guilliams

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Caleb Guilliams is the founder and CEO of BetterWealth Solutions, a company committed to helping people become more efficient and in control of their money today while maximizing their future wealth potential. He is the host of the BetterWealth podcast, which is based on principles of educating people about their No. 1 asset — themselves — and how to maximize their finances, relationships and health to experience true wealth.

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Caleb Guilliams
LIvestreaming Available

Maximize digital tools to create content for multiple platforms

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Marketing

Session Description

Technology can supercharge your practice if you know how to not just explore a variety of opportunities but make them a regular part of your routine. Guilliams teaches you several impactful techniques, including how to create a virtual whiteboard and make video emails, as well as how to leverage your value and develop relationships with clients.

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