Enhance Your Business

Harness the secrets of world-class companies, coaches and industry workshops. Make your business a stand-out success with our Business Success Track, powered by the FPA Research and Practice Institute™ (RPI) to take advantage of complimentary one-on-one business consulting in the Business Consulting Lounge and high-level business advice from our Rapid Fire Session.

One-on-One Business Consulting

Connect with the coaches of your choice to gain a better sense of how to improve current business functions in Social Media, Marketing, Technology, Business Planning, Website and Human Resources.

Business Coaches

Cliff Goldstein
Business Development Manager, NerdWallet

Cliff Goldstein leads business development, partnerships and advisor relations for NerdWallet’s Ask an Advisor platform, which enables financial planners to master online marketing and position themselves as an expert and authority on the needs of their target clients. Prior to joining NerdWallet, Cliff was an investment professional in the Private Wealth Management division at Goldman Sachs. He graduated magna cum laude from Georgetown University’s Walsh School of Foreign Service, where he majored in international economics.

Maggie Crowley 1Websites
Maggie Crowley
Marketing Manager, 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, Maggie helps advisers bridge the gap between why a strong digital strategy is important, and how to implement it.

Maggie is the Marketing Manager at Advisor Websites where she works with a creative and driven team to develop strong inbound marketing strategies. A graduate of Georgia Southern University, Maggie moved to Vancouver, Canada in 2012 to join the Advisor Websites team and develop her career in financial web marketing. Outside of the office, Maggie loves playing soccer, snowboarding and traveling. She’s also a 10-year veteran Special Olympic coach and trainer.


Business Planning
Paul West
Managing Director, Peak Advisor Alliance

Paul West is the Managing Director of Peak Advisor Alliance. He has a distinguished career in business development, practice management, and executive leadership. Paul is responsible for Peak Advisor Alliance’s strategic direction and initiatives, day-to-day operating activities, and the overall client experience. Under his leadership, Peak Advisor Alliance continues to develop and deploy state-of-the-art, next generation coaching and practice management solutions for advisors, including the new tool, Digital Fortress™. Paul is a sought after speaker within the financial advisor industry helping advisors identify trends and implement ideas.

KelliCruzHuman Resources
Kelli Cruz
CEO, Cruz Consulting Group

Kelli Cruz brings more than 20 years of experience to her role as the founder of Cruz Consulting Group, working closely with advisory firm owners and executives of financial services institutions. With a specialized focus and expertise in working with RIA and broker-dealer affiliated advisory firms, she leads consulting engagements in strategic planning and human capital, including organizational design, compensation planning, performance management, and business succession. She is a frequent speaker at national industry conferences and a regular columnist for Financial Planning on practice management related topics.

AmyMcIlwainSocial Media
Amy McIlwain
President, Financial Social Media

Amy McIlwain has appeared on FOX, CBS, ABC, and NBC as a social media expert and her book, The Social Advisor: Social Media Secrets of the Financial Industry, has been featured as a best-seller in the Amazon business category. With her unique background in both online marketing and financial services, it is no wonder Amy McIlwain is one of the most in-demand speakers in the financial industry. Aware that the rapid shifts between traditional and social marketing can be challenging to navigate and harness, she addresses the most pertinent issues regarding social media, resulting in a clear approach that allows you to cut marketing costs, consistently build your network, and increase your revenue. Furthermore, she provides content-packed action items that help you tackle the complex compliant issues within the financial industry so you can yield immediate results.

Oleg Tishkevich
CEO, Finance Logix

Oleg Tishkevich is the founder and CEO of OLTIS Software and the architect of Finance Logix, a next generation financial planning software. Oleg’s firm has pioneered an engaging mobile planning app Retire Logix that was named Best Money Move by Money magazine and voted number one mobile app for advisors. Retire Logix is seamlessly connected to Finance Logix- an end-to end platform that provides a visual, interactive and dynamic approach to delivering financial planning. The platform not only provides advisors with a real-time financial overview and analysis of all of their clients, but also extends that approach to the end client through a powerful and interactive client portal. Tishkevich is also leading a mathematical modeling research project focusing on asset distribution analysis and asset depletion optimization, which will be used to further refine and enhance financial planning software development.

Business Rapid Fire Session

Take away the best of the business success strategies from the coaches as they provide solutions to what can be the most impactful for your business today.

Plan for the future of your business. 
>> Register now!

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