Speaker Information
Showing 0 results
of 0 items.
highlight
Reset All

Session Type

Clear

Presentation
Language

Clear

Date of Session

Clear

Start Time

Clear

Content Track

Clear

Livestreaming

Clear
Rebecca Heiss
LIvestreaming Available

The stress advantage — Using stress to springboard you to your highest level of performance

Session Type:
Anchor Session
Language:
Date of Session:
November 6, 2024
Start Time:
10:45 am
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
Content Track:

Session Description

Instead of trying to remain calm during moments of stress, what if you could transform that stressful energy into excitement? Heiss shares her research and personal stories about how reimagining your mindset can prevent stress from holding you back and help you reach new levels of passion, performance and purpose.

Shawn Kanungo
LIvestreaming Available

Embracing innovation and fearless strategy in a world of AI

Session Type:
Anchor Session
Language:
Date of Session:
November 5, 2024
Start Time:
12:45 pm
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
Content Track:

Session Description

How can you utilize AI to disrupt your business and scale your marketing to match evolving client expectations? Advocating for boldness in the face of change, Kanungo offers practical tips to simplify and benefit from this fast-growing technology.

Shawn Kanungo
LIvestreaming Available

Book: The Bold Ones: Innovate and Disrupt to Become Truly Indispensable

Session Type:
Book Club Event
Language:
Date of Session:
November 5, 2024
Start Time:
4:30 pm
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
Content Track:

Session Description

Disruption for disruption's sake isn't a smart strategy when you're seeking ways to accelerate your career and become truly indispensable. In The Bold Ones, you'll discover it's more about being bold than disruptive: being simultaneously confident enough to challenge industries, yet practical enough to recreate them.

Joshua Ketchie, CPA, CFP
LIvestreaming Available

Thriving in a virtual environment

Session Type:
Quick Hit
Language:
Date of Session:
November 5, 2024
Start Time:
1:30 pm
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
Content Track:

Session Description

Do you know how to craft a compelling online presence and structure a high-performing virtual team? Ketchie shares how you can master these digital interactions and recognize the financial benefits and client engagement advantages of transitioning to a fully online/virtual business model.

Stephanie Toyoko Nagami
LIvestreaming Available

Dream team dynamics: Crafting your winning squad

Session Type:
Quick Hit
Language:
Date of Session:
November 5, 2024
Start Time:
1:30 pm
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
Content Track:

Session Description

What techniques attract top talent, and what questions help separate the wrong candidate from the right hire? Nagami explains how she has utilized strategy and process to assess potential staff members and build a thriving team.

Danny O'Connell, MBA
LIvestreaming Available

Turn staff compensation stress into business success

Session Type:
Quick Hit
Language:
Date of Session:
November 5, 2024
Start Time:
1:30 pm
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
Content Track:

Session Description

Even when advisors have hired the right person, discussing salary, raises and company financial information can be difficult. O'Connell explains an innovative yet straightforward way you can establish open communication about these often-complicated topics to drive development and satisfaction for your employees and yourself.

Ryan J. Pinney, LACP
LIvestreaming Available

Practical ways for advisors to put AI into practice

Session Type:
Workshop
Language:
Date of Session:
November 6, 2024
Start Time:
8:25 am
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
Content Track:

Session Description

How can AI help create business plans, personalize client learning and drive operational efficiency, all while ensuring compliance and data security? Pinney provides actionable tools you can implement immediately to unlock the potential of AI while boosting productivity and growth.

David Podell
LIvestreaming Available

Using large-deductible tax strategies to enhance a business owner’s retirement plan

Session Type:
Workshop
Language:
Date of Session:
November 5, 2024
Start Time:
2:45 pm
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
Content Track:

Session Description

Anyone working with business owners has come across a need for a higher contribution, Podell says, and the owners want more deductions. Learn how you can put life insurance, annuities or investments in defined benefit plans and how you can use this lesser-known strategy to obtain more CPA referrals to grow your business.

Kevin Reidinger
LIvestreaming Available

Becoming a better mentee

Session Type:
Quick Hit
Language:
Date of Session:
November 5, 2024
Start Time:
1:30 pm
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
Content Track:

Session Description

Mentorship is very important if you want to make it to the next level, but Reidinger says there isn't much guidance on how to become a coachable mentee. He shares his own mistakes and explains what mentees can do to be proactive and open-minded while implementing guidance from mentors and facing challenges in their business.

Ford Saeks
LIvestreaming Available

Business growth acceleration: Improving your findability, unique ability and profitability

Session Type:
Workshop
Language:
Date of Session:
November 5, 2024
Start Time:
9:00 am
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
Content Track:

Session Description

How can you turn every client interaction into a powerful referral opportunity, capture multigenerational clients and integrate AI tools? Saeks incorporates real-world examples and interactive elements to reframe your approach to the client journey and growing your business.

No results found.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.