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2025 keynote
Your Money: Reimagining Wealth Through Simple Sketches
Carl Richards, CFP® | Author, Behavior Gap
Carl Richards, creator of The Sketch Guy column in The New York Times, uses simple sketches to make money concepts clear and relatable.
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2025 keynote
25 Questions for Better Client Connection
Dr. Meghaan Lurtz, Ph.D. | Financial Psychology Thought Leader
Dr. Meghaan Lurtz, Ph.D. is a leading global expert on the psychology of financial planning.
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2024 keynote
Spend Shame to Spend Success: A Modern Life Stage Dialogue
Dr. Preston Cherry | Concurrent Financial Planning
Dr. Cherry is the Founder & President of Concurrent Financial Planning.
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2024 keynote
Advisor to CEO: How to Level Up by Thinking Like a Business Owner
Libby Greiwe | The Efficient Advisor
Libby Greiwe scaled into a 7-figure single-advisor firm while working only 25 hours a week.
There's a lot to keep track of as a firm owner.
Take a break from working IN your business to work ON your business.