Enhance Your Business
The FPA Annual Conference – BE Boston offers you more than education and networking alone! We will give you access to speak with key business coaches to help you increase practice efficiencies, assist you with marketing your firm and take your business to the next level.
Sign-up to Speak with Business Coaches
The expanded Business Consulting Lounge connects you with the following noted experts to provide practice management strategies in Marketing, Human Resources, Social Media and Websites, Tools and Technology, Running an Efficient Practice, Growth Strategies, Succession Planning and Going Independent.
Marketing Business Coach
Susan Kornegay, CFP® | Pathfinder Strategic Solutions
Susan Kornegay, CFP® helps advisers create/refine their own vision for their ideal business and turn it into reality. Kornegay specializes in the client-facing side of the business, including business vision; core beliefs; business planning and implementation; and marketing communications and strategies. Kornegay holds a B.A. in Education from The University of Akron and Master of Arts in Biblical Studies from Covenant Seminary. She serves on the boards of the East Tennessee FPA Chapter and A Hand Up For Women.
Possible Topics: DIY for outsourced advertising, sales training, communication strategies/tactics/resources, ad size recommendations and selling skills
Human Resources Coach
Caleb Brown, MBA, CFP® | New Planner Recruiting
Caleb Brown, MBA, CFP® is Kolbe CertifiedTM Consultant, and the creator of the FPA Career Day program, that has been implemented by FPA chapters across the nation. Throughout Brown’s career, he has mentored, hired, managed, and coached many career changers and college students seeking internships and full time positions in financial planning as well as the firm owners who hire them. Brown is a columnist for Investment Advisor magazine and a frequent speaker on career development topics pertaining to the hiring and successful integration of new planners into financial planning firms.
Possible Topics: recruiting and onboarding new talent, incentives and salary recommendations
Social Media and Websites Business Coach
Maggie Crowley | Advisor Websites
Maggie Crowley is a growth-focused financial web marketing expert committed to helping financial advisers create an effective, results-driven web presence. As a speaker at various industry conferences, training sessions and events, and a regular contributor to many wealth management publications, Crowley helps advisers bridge the gap between why a strong digital strategy is important, and how to implement it. As a Growth Marketing Manager at Advisor Websites, she works with a creative and driven team to develop strong inbound marketing strategies. Crowley is a graduate of Georgia Southern University.
Possible Topics: lead generation, sales funnel and personal branding
Tools and Technology Business Coach
Steven Lamb | Advicent Solutions
Steven Lamb is as a senior product marketing consultant at Advicent Solutions. Lamb is responsible for enhancing relationships with clients by boosting their businesses’ performance and advancing the relationship between Advicent and its customers. Lamb was previously a financial planner at Strategic Wealth Management group specializing in helping assist clients with students approaching college and a mutual fund specialist at US Bank. Lamb received his Bachelor of Science and Bachelor of Arts in Economics and Spanish Literature from the University of Wisconsin.
Possible Topics: technology recommendations /integration, RIA/IBD, new technology budget
Running an Efficient Practice Business Coach
Deborah Fox | Fox Financial Planning Network
Deborah Fox is CEO and Founder of Fox Financial Planning Network (FFPN). Fox has been providing consulting services to financial advisers for over 20 years. She has a reputation for being able to innately assess a situation and quickly come up with effective solutions that can lead to rapid breakthroughs. She possesses strong skill sets in many areas such as marketing, practice management, technology implementation and financial planning technical skills.
Possible Topics: operational strategies, cloud-based solutions, unifying and practice components/systems
Growth Strategies Business Coach
Greg Opitz | Peak Advisor Alliance
Greg Opitz has been working with financial planners for his entire professional career. Before joining Peak Advisor Alliance, Opitz served seven years as Director, Certification Services at the Certified Financial Planner Board of Standards, Inc. Opitz was also the Director, Student Service Center at the College for Financial Planning. Opitz’s 17 years of managerial experience is drawn upon everyday to assist coaching members. It is not simply the 17 years that is critical; but rather, the quality and diversity of that experience.Greg earned both his Bachelor’s in economics and MBA degrees from the University of South Dakota.
Possible Topics: organic/acquisition, strategic planning, business plan and long term vision
Succession Planning Business Coach
Marcus Hagood | FP Transactions/Live Oak Bank
Marcus Hagood is a consultant with FP Transitions. Hagood draws on a detailed understanding of the succession strategies preferred today, and from over 15 years of experience working with registered reps and RIAs in multiple roles at Securities America and TD Ameritrade. He holds Series 7, 63 and 66 securities licenses. FP Transitions and Live Oak Bank have formed a strategic partnership to help advisers meet their succession and growth goals. Hagood represents FP Transactions and Live Oak Bank.
Possible Topics: NexGen engagement, transition planning, succession strategies and the buying/selling process
Going Independent Business Coach
Steven Swansig | RIA In A Box
Steven Swansig is the Director of Sales at RIA in a BOX and works with individuals in establishing independent Investment Advisory practices. He provides guidance in the regulatory RIA application process and essential RIA practice management components such as compliance, custody and clearing, technology and E&O insurance. Swansig began his career in financial services as a financial consultant and has gained experience working directly with financial advisers the past fifteen years. Swansig has been securities licensed as a registered representative, Investment Adviser and insurance professional.
Possible Topics: strategies/processes to build an RIA, compliance support and technology
Check back soon to learn more about business coaches and to sign-up early for an appointment in the Business Consulting Lounge to speak with the coach(es) of your choice!
Gain High Level Business Advice (Business Rapid Fire Session)
Attend the one hour Business Rapid Fire Session to learn the best of the best strategies from each of the coaches to gain insight into best business practices.