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Asmus, Barry                                   
Dr. Barry Asmus speaks, testifies, writes and consults on political and business issues facing America. He was named by USA Today as one of the five most requested speakers in the United States. Barry was twice voted the Outstanding Professor of the Year, as well as honored with the Freedom Foundation Award at Valley Forge for Private Enterprise Education.

Asmus powerfully elucidates his advocacy of free-market and limited-government solutions with a boundless optimism. Consider the thesis of his book, The Best Is Yet to Come The world will create more wealth in the next 25 years than it produced in the last 2,500 years, and American citizens will be the primary beneficiary of that growth. His most recent book is Bulls Don't Blush, Bears Don't Die. For information about booking Barry Asmus as a speaker for your next event, click here.

Barlow, Chris                       
Christopher Barlow is the author of How to Build a Successful 401(k) and Retirement Plan Advisory Business. Mr. Barlow worked for a major brokerage firm for 14 years in a variety of capacities, including financial consultant, sales trainer and 401(k) wholesaler. His territories continually ranked among the highest in national sales standings.

Chris Barlow delivers speaking services to groups of Financial Advisors in their branch office as well as due diligence meetings and industry forums. Presentations are tailored to the audience, which range from topics appropriate for experienced 401(k) sales champions and those for less experienced Financial Advisors.

Beck, Michael J.
Michael Beck, "The Insurance Coach," is president and founder of Exceptional Leadership, Inc. Michael’s background enables him to help professionals broaden their strategic thinking, adopt new perspectives, and create a stronger leadership presence. His industry expertise includes insurance, international development, restaurant, franchising, legal, and construction. His work entails helping clients to achieve their business and personal goals faster and easier. Topics often include recruiting, production, time management, and leadership competencies. Mr. Beck's credentials include an MBA in Finance from the Wharton School of Business along with degrees in Engineering from the University of Pennsylvania. Michael has held a variety of executive positions including CEO, COO, CFO, EVP, VP of, Finance, and VP of Business Development. Michael is the creator of three audio CD courses entitled: Overcoming Call Reluctance, Mastering Referral & Lead Generation, and The Art of Reading People.
For information about booking Michael Beck as a speaker for your next event, click here.

Bender, Ray
Ray Bender, PhD is a speaker, consultant and author who specializes in advising CIOs and other senior executives on the management aspects of information technology. Dr. Bender is also a lecturer in the Management Department at Texas State University and research advisor for the CIO Group of Forrester Research. he was previously VP for Gartner Group's North American IT Executive Program, and a consulting instructor at IBM's Advanced Business Institute. Ray is co-author of Culture.com.

Bodnar, Janet
Janet Bodnar is a wife, mother, household manager, and executive editor at Kiplinger's Personal Finance Magazine. Janet's weekly column, "Money-Smart Kids," can be found on www.Kiplinger.com and is distributed to newspapers by The New York Times syndicate. She has appeared on The Oprah Winfrey Show, The Today Show, and Good Morning America. An award-winning journalist, she has covered a wide range of personal finance topics on investing, money management, and the economy, and is a regular guest on CBS and Fox TV affiliates in Washington, D.C. She lives in Silver Spring, Maryland. Janet is the author of Think Single and Raising Money Smart Kids.

Branco, Patti
Patti Branco is a financial services industry expert and professional speaker. She enjoys a successfultrack record that spans more than 20 years in the financial services arena, first as a successful registered representative, rising through the ranks to management, and later as an independent consultant, buildig and developing investment programs, leaders, and increased revenue in financial institutions. Her experience stems from sales and sales management as a First VP in the bank and brokerage industry. Patti is the author of The Path to Million Dollar Production.
For information about booking Patti Branco for your next event, click here.

Brown, Rob                                   
Rob Brown, founder and CEO of Encore Partners, is deeply committed to innovation, success and fun in the financial services industry. During his 21-year career Rob has always been a successful producer.

His extensive experience includes executive management with a full-service financial services firm where his responsibilities focused on helping advisors grow their practices through coaching, training, fee-based initiatives, technology enhancements and wealth management.

He has defined all of his roles with the belief that the producer is the ultimate determinate of success of any financial services organization. Find ways to make the producer more effective in building and maintaining client relationships and the client, firm and producer will all benefit.

Bruckenstein, Joel                                   
Freelance magazine writer, book author, virtual office consultant and fee-only financial advisor Joel P. Bruckenstein, CFP®, NAPFA Registered Financial Advisor, is Senior Technology Editor at MorningstarAdvisor.com and Publisher of Virtual Office News.

He frequently contributes articles to other financial planning publications including Financial Advisor Magazine, Financial Planning Magazine, Wealth Manager, Inside Information, the Journal of Financial Planning, NAPFA Advisor, and Horsesmouth.com.

Virtual Office Tools for a High-Margin Practice, Mr. Bruckenstein’s practice management and technology book co-authored by David Drucker, has garnered universal praise from industry experts.

Callan, Marcie
Marcie Callan is a marketing specialist who brings significant experience to the position
of principal of Commonwealth Marketing, a firm specializing in marketing for
accounting, insurance and professional services firms. Her company provides the tools and counsel needed by large and
small services-related businesses that will allow them to significantly increase their
bottom line by driving customers to their businesses. She is the creator of "Do It Yourself" Marketing," an audio CD course, and author of The Commonwealth Report.
For information about booking Marcie Callan for your next event, click here.

Calloway, Joe
Joe Calloway is a consultant on branding and competitive positioning whose client list reads like a Who's Who in business—from newspapers in Sweden, hotels in Great Britain, and computer companies in South Africa to world brands like BMW and American Express. He speaks frequently on business trends, and has been inducted into the International Speaker's Hall of Fame. He owns an award-winning restaurant in Nashville, Tennessee, where he lives with his wife, Annette, and daughter, Jess. Joe is the author of Indispensable and Becoming a Category of One.
For information about booking Joe Calloway as a speaker at your next event, click here.

Canton, James
Dr. James Canton is a renowned global futurist, social scientist, sought-after business advisor and author of TechnoFutures. For the past 30 years, he has been insightfully forecasting the top trends that will shape the future. He is a leading authority on innovation and its impact on the future of business, customers and society. Dr. Canton is Chairman and CEO of the Institute for Global Futures, a think tank he founded in 1990 to help clients better anticipate the future. Dr. Canton advises Fortune 1000 corporations and governments worldwide. He has also served as an advisor to the White House Office of Science and Technology and the National Science Foundation. He is on the advisory board of MIT’s Media Lab, Europe.
For information about booking Dr. Canton for your next event, click here.

Cass, Alden                                   
Dr. Alden Cass, PhD, is a licensed clinical psychologist and performance coach for competitive executives, athletes, and musicians. He is President and Chief Consultant of Catalyst Strategies Group, a team of psychologists specializing in coaching financial services executives and individuals performing under stressful job conditions. Dr. Cass conducted the nation’s first clinical investigation in twenty-five years on the mental health of stockbrokers. He also writes a Web column for Trader Monthly magazine and TheStreet.com, and is a bimonthly columnist for On Wall Street magazine.

Cassara, Lou
Lou Cassara, CEO and founder of The Cassara Clinic LLC and Cassara Associates, has been motivating people to "realize their true potential" for over twenty years. As an industry sales coach and mentor, Lou has trained thousands of business professionals and entrepreneurs to develop significant relationships with their clients. The powerful principles and strategies taught challenge each participant to improve their communication, develop their process, and enhance their presentation. Lou is the author of Selling to Serving: The Essence of Client Creation.

Lou Cassara's impressive career as a Chartered Financial Consultant and Chartered Life Underwriter has placed him in the top 1% of his peers. He is a Top of the Table producer and a Life and Qualifying Member of the Million Dollar Round Table. His career production ranks in the top 20 representatives of all time with the Northwestern Mutual Financial Network. Lou is a nationally recognized speaker and teacher on communications and client relationships.

Carson, Ron
Ron Carson, CFP, CFS, ChFC, is a principal of Peak Productions, a financial advisor coaching, software, and consulting company that has worked on five continents. He is a wealth advisor with more than 20 years of experience and more than $1 billion in invested assets. As president of Carson Wealth Management Group, a comprehensive wealth planning firm, he is a frequent guest on television and radio programs nationwide. He has been recognized as one of the nation's top financial advisors by Worth and Medical Economics magazines, and by J.K. Lasser. Ron is co-author of Tested in the Trenches and Avalanche: The 9 Principles for Uncovering True Wealth.
For information about booking Ron Carson as a speaker at your next event, click here.

Cates, Bill
Bill Cates is the president of Referral Coach International and is considered the nation’s foremost expert on how to increase sales through high-quality referrals and word-of-mouth. He is the author of Get More Referrals Now! Bill works with salespeople who want to master the referral process and with companies who want to build a stronger referral culture. Bill’s Unlimited Referrals Marketing System has been featured in such publications as Success Magazine, Entrepreneur magazine, and Selling Power magazine. Plus, his own business success has been featured in Money magazine. Bill writes columns for On Wall Street magazine and Advisor Today.
To check Bill Cates availability as a speaker for your next event, click here.

Chalk, Steff           
Steff C. Chalk is founder and president of CHALK 401(k) Advisory Board and author of How to Build a Successful 401(k) and Retirement Plan Advisory Business. Since 1995 CHALK 401(k) Advisory Board has served in a fiduciary capacity to over $10 billion of retirement plan assets. The client list has included corporations, non-profits and governmental units. The firm has conducted original research for the Chilean Pension System and has worked with the policy-makers of the Turkish Self-funded Retirement System.

Mr. Chalk holds the Accredited Investment Fiduciary Auditor™ designation from the University of Pittsburgh, Katz Graduate School of Business, Center for Fiduciary Studies, and degrees from The American Institute of Banking, The Kentucky School of Banking and The National Trust School. For information about booking Steff Chalk as a speaker for your next event, click here.

Charles, Leslie
Award-winning professional speaker, Leslie Charles, has educated and entertained audiences throughout North America for over three decades. Her customized keynotes and workshops both delight and enlighten audiences. Not only is she a skilled speaker, she is an accomplished writer. Leslie enjoyed extensive media attention, with national TV appearances, radio shows, numerous magazines and newspapers, and a USA TODAY cover story. Once a teen bride and mother, two-time high school dropout, displaced homemaker, and welfare recipient, Leslie has faced the stress bully and prevailed. Leslie writes and speaks with gentle authority on maintaining a resourceful and resilient spirit, in spite of it all. Leslie is co-author of Bless Your Stress.

Cobb, Bob
Bob Cobb began his career as a financial consultant in 1985 with Shearson Lehman American Express in the traditional wirehouse environment where he was elected the best financial consultant (Best Overall FC 85-44) in his training class. Always looking to take advantage of trends in the industry, he was led to recognize the opportunities that lie ahead with bank brokerage firms. In 1988 hewent to work for one of the first bank brokerage firms to offer investment advice to their clients. For five years in a row, Bob was in the firm’s top ten producers and a perennial President’s Club member. Cobb has been described as the Ultimate Bank Advisors Coach. He has seen the sales and financial investment industry from every angle and has been wildly successful at everything he has done. Bob is the author of Unleashed: The Seven Magical Steps to the Ultimate Banker Referral, and Building the Ultimate Bank Advisor: 8 Essential Keys for Unleashing Your Maximum Competitive Edge.

Colgan, Mark                                               
Mark Colgan is founder and president of Plan Your Legacy, LLC, a Rochester, N.Y.-based consulting and training firm. Established in 2002, the company provides guidance and tools to assist professional advisors in the development and delivery of legacy planning services.

Mark has a unique blend of professional and personal experience. Licensed as a Registered Representative since 1993, he now manages his own independent financial services practice that specializes in serving the unique financial planning needs of families, widows, widowers and domestic partners. He is a Certified Financial Planner™ (CFP) professional and holds Series 7, 63 and 65 state and federal securities licenses as well as life and health insurance licenses. For information about booking Mark Colgan as a speaker for your next event, click here.

Collins, Jim
Jim Collins is author of Good to Great: Why Some Companies Make the Leap and Others Don't, and coauthor of Built to Last, a national bestseller for over five years with a million copies in print. A student of enduring great companies, he serves as a teacher to leaders throughout the corporate and social sectors. Formerly a faculty member at the Stanford University Graduate School of Business, where he received the Distinguished Teaching Award, Jim now works from his management research laboratory in Colorado.

Cooper, Evan
Evan Cooper is a veteran financial journalist who is currently editor-in-chief of On Wall Street magazine, a monthly publication reaching 90,000 stockbrokers. Previously, he edited Securities Industry Daily and prior to that, Securities Industry Management. Earlier in his career, he worked for the New York Stock Exchange and the Securities Industry Association. He is a graduate of the City College of New York and Northwestern University's Medill School of Journalism. Evan is co-author of Attract and Retain the Affluent Investor.

Culver, Barbara                                   
Barbara Culver is among the nation’s premier thinkers, speakers, consultants and planners in the area of client-centered legacy planning. She has written and spoken extensively about this topic, sharing her energetic and passionate approach for which she is well known.

Barb has co-authored three books, appeared on national television and radio, edits the CCH Journal of Practical Estate Planning - the only values-based estate planning professional journal in the United States, consults extensively with professional advisors and the financial services industry in the area of client-centered legacy planning, speaks nationally on this topic, runs a private financial and estate planning practice and consults with various non-profits around the nation regarding building their endowments using life planning strategies

DEFG

Dale, Sarah                                   
Described as passionate, loyal and unique, Sarah Dale’s motto is “have faith, have fun and love what you do for life is too short for anything less.”  Her goal is to make a difference in everything she does.

A true advocate for the client and producer, Sarah has extensive experience in developing and delivering training programs for financial advisors, sales assistants and leadership.  She is a 14-year industry veteran and is a former director of marketing and training for a regional, full-service investment firm.  Her previous industry experience also includes direct client work and financial services product development and marketing.

Davidson, Jeff
Jeff Davidson can move an audience like few others. Jeff offers dynamic learning keynotes and seminar presentations. He combines outstanding content with humor, flair, and inspiration to help listeners manage information and communication overload. Jeff supercharges his audiences to take action. Frequently quoted or featured in USA Today, The Washington Post, and the Los Angeles Times, and on 100's of talk shows, more than 1,455,000 people have found Jeff's award-winning books (cumulatively selected by book clubs 28 times) audio-books, videos, keynote presentations, and executive seminars to be enlightening, entertaining, and transformational. Jeff is the author of: Breathing Space; The Complete Idiot's Guide to Managing Stress; The Complete Idiot's Guide to Managing Time; The Complete Idiot's Guide to Reaching Your Goals; The Joy of Simple Living; The 60-Second Organizer; and The 60-Second Procrastinator.
For information about booking Jeff Davidson as a speaker at your next event, click here.

DeMoss, Gary
Well known as speakers and communication professionals in the financial services industry, Gary DeMoss and Mitch Anthony share processes, values, and personality approaches used by the masters in financial sales. Award-winning corporate sales and marketing executive Gary DeMoss is director of Van Kampen Consulting, where he and his team provide communication and relationship skills. Gary is co-author of Making the Client Connection.

Diefendorf, Monroe                                   
Active since 1970, Roey is the 4th generation of his family in the business and is currently the CEO of Diefendorf Capital Planning Associates. Following his graduation from Deerfield Academy, he received a BA in Psychology from Bucknell University. 

Over the years he has been a speaker at several international industry conferences and has made several guest appearances on the Cable TV program, "Dollars & Sense."  In January 2003, Roey was interviewed by Forbes Radio, which "aired" on over 192,000 flights on American Airlines

DiFrancis, John
John Di Frances’ professional career spans 30 years of global corporate, nonprofit and government agency experience in senior executive and industry leadership positions. He has been speaking and writing on the subject of leadership and ethical principles since the 1980’s when he first instructed an ethics course for the Federal Government.  His articles have appeared in over one hundred publications. As the founder and managing Partner of DI FRANCES & ASSOCIATES, LLC, John’s clients have included the U.S. corporations such as United Defense, Merck/Medco Pharmaceutical and United Technologies as well as numerous offshore corporations and foundations in Europe and Asia. John Di Frances is the author of Reclaiming the Ethical High Ground: Developing Organizations of Character.
For information about booking John DiFrances for your next event, click here.

Donaldson, Mimi
Mimi Donaldson is an internationally renowned keynote speaker and management consultant. She has more than 20 years of experience in teaching management skills to Fortune 500 corporations and speaks to audiences of thousands. She specializes in quality communications training, coaching managers and employees, vendors and clients to negotiate with each other. Mimi has a BA in Speech and Communications from the University of Iowa and Masters Degree in Education from Columbia University. She is the author of: All Stressed Up and No Place to Go, Bless Your Stress: It Means You’re Still Alive, Don’t Wait…Negotiate!, Men and Women: Can We Talk? and Your Time is Yours.
For more information about booking Mimi Donaldson as a speaker for your next event, click here.

Drozdeck, Steven
Steven Drozdeck is founder and CEO The Progress Center and Drozdeck & Assoc, financial services training companies. He has trained more than 60,000 industry professionals and has been instrumental in the design of training programs for numerous financial services companies. He has 30 years of financial experience and is the author of numerous books and courses. He is also a regular columnist for Senior Consultant, Broker/Dealer and the Journal of Personal Financial Planning magazines. Steven is author of The Mega Producers and The Savvy Investor's Guide to Selecting and Evaluating Your Financial Advisor, and co-author of Wealth Management Teams and The Canadian Investor's Guide to Selecting and Evaluating the "Right" Financial Professional.
For information about booking Steven Drozdeck as a speaker at your next event, click here.

Drucker, David
David Drucker, MBA, CFP, is the co-author of The One Thing... You Need to Do, Virtual Office Tools for a High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwor, Overhead, and Wasted Hours and The Tools & Techniques of Practice Management. He writes on practice management issues as a contributor to Bloomberg Wealth Manager Financial Planning, Research, and Financial Advisor magazines. and as a columnist for the MorningstarAdvisor.com and the NAPFA Advisor.
For information about booking David Drucker as a speaker for your next event, click here.

Eisenberg, Lee
Lee Eisenberg is the former editor in chief of Esquire, where he served for nearly twenty years.  Under his stewardship Esquire won National Magazine Awards in a number of writing and design categories.  Most recently he was executive vice president and creative director at Lands’ End.  His work has appeared in Money and Fortune among many other national magazines.  His books include Breaking Eighty: A Journey Through the Nine Fairways of Hell.  He divides his time between Madison, Wisconsin, and Chicago. Lee Eisenberg is the author of The Number: A Completely Different Way to Think About the Rest of Your Life.

Ellinger, Christopher and Anne                                                
Anne Ellinger, MSW, and Christopher Ellinger, MA, are nationally recognized writers, counselors, workshop leaders, and organizers on issues of wealth and philanthropy. They each bring over two decades of personal experience with a variety of philanthropic roles: as inheritors, major donors, family foundation trustees, non-profit directors, fundraisers, and advisors to donors. Through their writing, individual counseling, and workshops, they have guided several thousand people through the personal challenges of wealth and philanthropy.

England, Robert Stowe
Robert Stowe England is an author and financial journalist who has specialized in writing, for more than 20 years, about retirement income issues, financial institutions, financial markets, business strategy, foreign affairs and aging. His books are, Aging China: The Demographic Challenge to China’s Economic Prospects, Global Aging and Financial Markets: Hard Landings Ahead?, and the Education Pack: A collection of books, CD’s, articles and more to educate you about some of today’s topics of importance to today’s financial professional.
For information about booking Robert Stowe as a speaker at your next event, click here.

Falkenstein, Lynda PhD
Dr. Lynda Falkenstein, aka "The Niche Doctor" is the world's foremost authority on creating powerful niches that serve as engines driving the most successful businesses and careers. Since initially describing her internationally acclaimed nine-step niche-development process, Dr. Falkenstein has traveled to nearly every corner of the globe lecturing, conducting seminars, and consulting to leading companies seeking to distinguish themselves from the rest of the pack. Today, Dr. Falkenstein continues to advise businesses throughout the world as well as create products and programs able to telescope the critical niche-development process. She is the author of: NICHECRAFT, The A-Z Alliance Marketing Kit, and Don't Just Retire, Reformat.
For information about booking Dr. Lynda Falkenstein for your next event, click here.

Farber, Steve
Steve Farber is the former Vice President of the Tom Peters Company. Over the years he has amassed an extensive network of fans in the leadership community, including best selling authors Tom Peters, Patrick Lencioni, and Jim Kouzes, and clients at some of the largest and most respected businesses in the world. Steve is the author of Radical Leap: A Personal Lesson in Extreme Leadership and The Radical Edge: Stoke Your Business, Amp Your Life, and Change the World.
For information about booking Steve Farber as a speaker for your next event, click here.

Fisher, Lyn
Lyn Fisher is co-director of Fisher LeBlanc Group, a marketing communications firm, and founder and president of Financial Forum Inc., the only independently owned speakers bureau specializing in the financial services industry. A journalism major, Ms. Fisher is publisher of Financial EVENTS magazine, and co-author of The World of Money Management; Wealth Management Teams; The Trust Equation; and PR Savvy for the Financial Professional. Her articles have appeared in such publications as Financial Advisor, Advisor Today and Global Investing magazines.

Gage, Kathleen
Although Kathleen Gage is recognized as a top leader in her field, this wasn’t always the case.  Kathleen made choices in her teens and early 20s that took her from a comfortable middle-class upbringing to a life of homelessness and being unemployable. Kathleen Gage rose above the seemingly insurmountable odds to become an award winning business owner author, sales and marketing trainer, and keynote speaker.

The recipient of numerous awards for outstanding achievement, Kathleen was recognized in 2004 by the governor of her state as one of their top business owners.  She has also been honored with the Communication and Leadership Award by Toastmaster International and was twice recognized as Member of the Year by the National Speakers Association, Utah Chapter. Kathleen has dedicated he life to assisting others in unleashing possibilities to create a life rich in spirit, passion, prosperity, self-assurance, and success; all the rewards of living a life of achievement. Kathleen Gage is the author of The Law of Achievement: Discover Your Purpose, Possibility, and Potential and 101 Ways to Get Your Foot in The Door.

Galvan, Susan                                   
With a lifelong interest in human development and behavior as a foundation, Susan has worked as a professional counselor, educator, trainer, minister and administrator.  She has initiated and developed a wide range of projects and programs, with a special emphasis on emergent models in the fields of psychology, education and human development.

Co-Founder of the Kinder Institute of Life Planning in partnership with George Kinder, CFP ®, Susan brought all of her education and experience together as CEO and Trainer of Trainers in an innovative program to train financial planners and other professionals in Life Planning. The EVOKE Methodology for Life Planning provides in-depth training and mentorship to financial planners seeking to integrate a more holistic approach into their financial planning practice, focusing on specific skill sets, profound life goals and a methodology conducive to deepening trust and commitment in these professional relationships.

Gary, Tracy                                   
A donor activist and philanthropist for more than 25 years, Tracy Gary educates and supports donors, family foundations, financial service organizations and nonprofits about the stewardship of money, leadership, legacy and philanthropy. At the heart of it, Ms. Gary discovers what is important to those she educates and supports. Then Tracy assists in resourcing and connecting dreamers and dreammakers -- and the advisors that can help to manifest their capacities.

Gau, Tom
Tom Gau is an active financial planner who has consistently produced over $1 million a year in commissions and fees for more than 15 years...working only two weeks a month. Tom has held seminars as a building block for his business. He is respected industry-wide for his content and delivery. Tom is founder and CEO of Million Dollar Producer. Tom is co-author of The Keys to High Level Production and The Keys to Holding Successful Seminars.
For information about booking Tom Gau as a speaker at your next event, click here.

Goodman, Joe                                   
Joe M. Goodman has been providing multidisciplinary, holistic professional services to high net worth families and family-owned businesses in the areas of financial, tax, investment, estate and business planning for more than 30 years. He facilitates the communication and decision-making process for families dealing with issues that overlap the family system and the business system.

During his career, Mr. Goodman has handled more than 50 large estate administrations (ten million dollars or more), and helped develop numerous estate plans for wealthy families. He has provided consultation services to more than 200 family-owned businesses in comprehensive successorship matters. He is a Certified Public Accountant and a Professional Financial Specialist. For information about booking Joe Goodman as a speaker for your next event, click here.

Goodman, Jordan E.
Jordan E. Goodman is the author of Everyone's Money Book; Everyone's Money Book on College; Everyone's Money Book on Credit; Everyone's Money Book on Financial Planning; Everyone's Money Book on Retirement;and Everyone's Money Book on Stocks, Bonds and Mutual Funds. He is a weekly contributor to Public Radio International's Marketplace Morning Report and is a regular on many TV and radio shows around the country, answering the public's questions about personal finance. He spent 18 years on the editorial staff of Money magazine, many of them as a Wall Street Correspondent. He was the weekly financial analyst on NBC's News at Sunrise for 9 years, and a daily business commentator on Mutual Broadcasting System's America in the Morning show for 8 years. Goodman is also the co-author of the Dictionary of Finance and Investment Terms, Barron's Finance and Investment Handbook, and the Barron's Dictionary of Business Terms.
For information about booking Jordan Goodman as a speaker at your next event, click here.

Gregory, Kip
Kip Gregory, Principal of The Gregory Group, helps sales organizations master technology and the Internet to create competitive advantages in their business. His "Working Smarter ans"BizTech" columns are seen by nearly 200,00 readers every month in the pages of On Wall Street and Advisor Today. Specializing in financial services, Kip coaches individuals and teams on what they need to know to save time and make more money. Kip is the author of Winning Clients in a Wired World: 7 strategies for growing your business using technology and the web.
For information about booking Kip Gregory for your next event, click here.

Gresham, Stephen
Steve Gresham is one of the financial industry's leading consultants and speakers. He appears regularly on CNN, CNNfn, PBS and in the pages of American Banker, National Underwriter, Financial Planning, Investment News, On Wall Street, Pensions & Investments, Registered Representative, Ticker and Research magazines. As a professional speaker, Stephen brings candor and passion to every event -- products of his 20 year career as a Wall Street player. Stephen is the author of Attract and Retain the Affluent Investor, Advisor for Life, and The Managed Account Handbook.
For information about booking Stephen Gresham as a speaker for your next event, click here.

Gross, T. Scott
T. Scott Gross is a student of customer service. The former franchise owner of a national fast food restaurant, he has become a top service leader with a common-sense approach. Gross has a well-earned reputation as a dynamic and insightful service guru. A well-known consumer advocate, his client roster reads like a who's who of customer service in the Fortune 500, including Southwest Airlines, Fedex, McDonald's, Sears, and Wal-Mart. In addition, Gross spends nearly a quarter of each year delivering motivational addresses for corporate programs in the United States and abroad. Scott is the author of Postively Outrageous Service; When Customers Talk; and Why Service Stinks and Exactly What to do About It.
For information about booking T. Scott Gross as a speaker at your next event, click here.

Gurney, Kathleen
Throughout her career, Dr. Kathleen Gurney has been fascinated with the interaction between attitudes/feelings and the way in which people earn, spend, save and invest money. She has conducted groundbreaking research in the psychology of financial behavior; interviewing tens of thousands and using sophisticated statistical analysis. Over the years, she has applied her findings to individuals, couples, families and financial professionals. Dr. Gurney's studies are also the basis for her best-selling book, Your financial personality: What It Is and How You Can Profit From It, as well as her MONEYMAX® Personal Profile questionnaire. Originally developed to help individuals identify, understand and work with their own unique money management styles, Moneymax has been embraced by the international investment and financial industry as well, to better satisfy customer needs and investment personalities. Kathleen is the author of Your Money Personality.
For information about booking Kathleen Gurney as a speaker at your next event, click here.

HIJ

Hamm, Allen           
Allen Hamm has been assisting people with Long-Term Care Planning for over 18 years. He is co-founder of Superior LTC Planning Services, Inc., a leading provider of educational resources for financial planners, estate planning attorneys, and CPAs.

He has been a guest speaker on “Ask the Experts” with Rob Black on KRON-TV, San Francisco, and the  “Coping with Caregiving” radio program with Jacqueline Marcell. He provides educational workshops for numerous chapters of the Financial Planning Association throughout California, as well as other financial and estate planning groups

Hansen, Mark Victor                                   
The Chicken Soup idea was just one of many that has propelled Mark into a worldwide spotlight as a sought-after keynote speaker, best-selling author and marketing maven. His credentials include a lifetime of entrepreneurial success, in addition to an extensive academic background. He is also a prolific writer with many popular books such as The Power of Focus, The Aladdin Factor, Dare to Win and others. Mark has also made a profound influence through his extensive library of audio programs, video programs and enriching articles in the areas of big thinking, sales achievement, publishing success and personal and professional development. For information about booking Mark Victor Hansen as a speaker for your next event, click here.

Hanson, Evan
Evan Hanson has worked in, for, and with family-owned businesses for numerous years. He specializes in solving problems unique to family businesses. A popular speaker, he provides training seminars for fmaily businesses and consults with family businesses that have become ensnared in a variety of issues unique to them.He is co-author of Minding Our Own Business.

Hersey, John
At the age of 28, John Hersey was VP of Marketing for a $1 billion bank. By the age of 34, he was Senior VP of the 18th largest advertising agency in the U.S. An entrepreneur at heart, John helped launch three companies, taking one public and one into 10 foreign markets, all by the time he was 40 years old. He has been awarded the distinction of Certified Professional Behavior & Values Analyst. John is a sought-after columnist on leadership, and is the featured Leadership Columnist for The Business Journal of Phoenix, Arizona. He is the author of Creating Contagious Leadership and Stop Selling and Help Me Buy.
For information about booking John Hersey as a speaker at your next event, click here.

Hirsch, Yale                          
Yale Hirsch is best known as the editor and publisher of The Stock Trader's Almanac, now in its 33rd annual edition. He is a stock market historian and stock analyst who could probably tell you, within reason, what the stock market is likely to do any hour, on any day, in any future year. That's not the result of any clairvoyance on his part, but rather the result of his detailed analysis of historical stock market behavior and cycles in differing political and economic environments.

Hoyt, Peggy
After receiving her MBA, Peggy Hoyt worked as a financial consultant wfor Merrill Lynch. Today, with a JD from Stetson University College of Law, She and her partner, Randy Bryan own and operate Hoyt & Bryan LLC. Their law firm limits its practice to estate planning and administration for individuals, married couples and life alliance artners, including special needs planning, pet planning, elder law and guardianships. Peggy is the author of A Matter of Trust: The Importance of Personal INstructions; All My CHildren Wear Fur Coats: How to Leave a Legacy for Your Pet; Loving Without a License: An Estate Planning Survival Guide for Unmarried Couples and Same Sex Partners; Special People, Special Planning; and Women in Transition.

Hunt, Todd
Consider a man who started a financial services company in Chicago, grew it to 400 employees in three years, then sold it and opened a bookstore in Vermont ... after appearing on NBC's Seinfeld for two seasons.... Todd Hunt did not do any of those things. But he worked for a financial services company in Chicago ... shopped at a bookstore in Vermont ... and watched Seinfeld on NBC every Thursday.As an executive at Ogilvy & Mather, one of the world's largest advertising agencies, Todd learned the "inner workings" of communication. Todd is the author of Does Anal Retentive Have a Hypen? and Pardon Me, But That's a Really Stupid Sign!
For information about booking Todd Hunt as a speaker at your next event, click here.

Hustad, Stan                       
Stan Hustad describes himself as a communicator and a coach helping and inspiring people to perform at their best, market themselves with power, precision, and high impact; and become the kind of person they would love to have for a colleague, client, or customer.

Stan Hustad is the creator and President of the PTM Group Coaching Experience. He is an executive performance coach to many business leaders and entrepreneurs, a writer, a national speaker, and a college adjunct instructor. For information about booking Stan Hustad as a speaker for your next event, click here.

Jennings, Jason
Sales management and leadership guru, Jason Jennings has spent twenty years founding and leading successful businesses and consulting other companies; teaching them how to achieve their full economic potential. He was the youngest radio station group owner in the world and his unique and legendary programming, sales and management strategies are credited with revolutionizing many parts of the broadcasting industry. Later, he founded Jennings- McGlothlin & Company, a consulting firm that, within three years, became the largest media consultancy in the world. More than 300,000 businesses worldwide have purchased his best selling videos on leadership, sales, management, and customer satisfaction. He is the author of Think Big, Act Small: How America’s Best Performing Companies Keep the Start-Up Spirit Alive.
For more information about booking Jason Jennings as a speaker for your next event, click here.

Johnson, Larry
For 20 years, Larry Johnson has helped organizations build more productive and profitable working cultures through the development of strong leaders and dedicated employees. He has received rave reviews from more 150,000 business, government, and health-care professionals in every state in the union, as well as in Great Britain, China, Indonesia, Central America and Australia for his presentations on the topics of leadership, change, customer service, project management and honesty in business.Larry is the co-author of the highly acclaimed, top-selling book, Absolute Honesty: Building A Corporate Culture That Values Straight Talk And Rewards Integrity.
For more information about booking Larry ohns as a speaker for your next event, click here.

Johnson, Kerry PhD
As a pro tennis player in the Mid 1970's, Dr, Kerry Johnson competed against the world's best. Today he brings his experience in professional sports, university research and business to communicate ideas that help his audiences become the best in their personal and professional lives.A prolific writer, Kerry writes monthly for at least 15 national and international magazines. He is the author of six books, including: Sales Magic, Mastering the Game, and Peak Performance: How to increase your business by 70% in 6 weeks. which are consistently listed among business best-sellers.
For information about booking Dr. Kerry Johnson for your next event, click here.

KLM

Kaselnak, Mike
Mike Kaselnak, a successful financial advisor, is the designer of a unique workshop designed to specifically address Seniors' needs and their present advisor's failure to provide for those needs. His fun, humorous, and highly effective workshop informs Seniors of more then 40 items their present has overlooked. His book, Sins of Omission: Things Your Broker Should be Telling You is used by seniors throughout the U.S. to help them prepare or succeed in retirement.

Kimball, D. Scott
D. Scott Kimball has spent more than 20 years on Wall Street and currently serves as a managing director at a leading Wall Street investment bank and brokerage firm managing long- and short-term equity investments for private individuals. He began his career at E.F. Hutton while studying economics and political science at the University of California Los Angeles. Kimball fine-tuned his successful Top Gun selling approach at Merrill Lynch and Deutsche Bank Alex.Brown, both blue chip financial services firms. A member of numerous financial investment and economic associations, Kimball also is a former professional baseball player for the Toronto Blue Jays. Scott is the author of Top Gun Financial Sales and Top Gun Prospecting for Financial Professionals.
For information about booking Scott Kimball as a speaker for your next event, click here.

Kinder, George                       
Nationally recognized as the father of the Life Planning movement,  the Harvard-educated Kinder is the Founder of the Kinder Institute  of Life Planning. He has been a practicing financial planner and tax advisor for nearly 30 years.
           
His book, The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life, is considered by many to be the seminal work in the burgeoning field of Life Planning.  Available in most English speaking countries, it is now available in German and Japanese editions. For information about booking George Kinder as a speaker for your next event, click here.

Kinney, Derrick
Derrick Kinney, a Dallas/Fort Worth—based financial planner, has been named the "most recognized" financial advisor in the Dallas/Fort Worth area, and has appeared in the media more often than any of his firm’s 10,000 advisors. Nationally, Kinney has been featured in Investment Advisor magazine and has been interviewed by Bloomberg Television, CBS Marketwatch, BusinessWeek, Investment News, Ticker, and Forbes. Locally, Kinney is seen weekly on the NBC Dallas affiliate as a financial expert and his byline financial column appears in the Fort Worth Business Press. In addition to his own successful planning practice, Kinney runs Palladium Media Consulting, which advises financial professionals across the country on how to position themselves as financial experts in their local media. Kinney is a nationally recognized speaker and regularly gives seminars to large groups of planners. Derrick is the author of Master the Media to Attract Your Ideal Clients.
For information about booking Derrick Kinney as a speaker at your next event, click here.

Koreto, J.Richard
Richard J. Koreto is a journalist who has covered every facet of the financial industry. As executive editor of Financial Planning magazine, a publication with over 100,000 subscribers, he supervises the most extensive daily financial planning news service in the world. He is a professional speaker who has spoken for state CPA societies and FPA chapters, as well as for the exclusive Alpha Group. Mr. Koreto is also a long-time board member of the New York Financial Writers Association. Richard is the author of Run It Like a Business.
For information about booking Richard Koreto for your next event, click here.

Kuzmeski, Maribeth
Maribeth Kuzmeski is an accomplished marketing consultant, business owner and author of three books. Under her guidance one of the nation's top financial advisors built a business from $10 million to $200 million in money under management in five years. Her books, Red Zone Marketing: A Playbook For Winning All The Business You Want and 85 Million Dollar Tips for Financial Advisors have received rave reviews! Maribeth speaks worldwide on topics relating to successful marketing and presents seminars and workshops to businesses, organizations and entrepreneurs. She is a member of the National Speakers Association and has an MBA in Marketing.
For information about booking Maribeth Kuzmeski as a speaker at your next event, click here.

Lantos, Peter
Peter Lantos' extensive career in the financial services industry began in 1980 and spans from head-office management, branch management, to consulting. He has over 20 years of experience working in the trenches with advisors. He has trained and coached thousands of advisors, from novice to million dollar producers. Mr. Lantos is a monthly contributor for two major financial websites and has written countless articles for various financial association publications and has spoken at numerous advisor meetings and conferences. Mr. Lantos is the founder of The White Knight Group (est. 2002), a boutique marketing company working with discerning financial advisors throughout Canada and the US to help differentiate and distinguish themselves through the power of prestige custom made multimedia business cards. He also conducts keynote speeches, seminars and workshops for advisors on The Power of Marketing You™. He is co-author of The Canadian Investor's Guide to Selecting and Evaluating the "Right" Financial Advisor.

LeBlanc, Sydney
Sydney LeBlanc is a 28-year financial services industry journalist, author and publisher. An award-winning editor, she was the co-founder and editor-in-chief of Registered Representative magazine and, later, led the development of Securities Industry Management magazine, the first publication for branch managers. Currently co-director of Fisher LeBlanc Group, a publishing, marketing, and communications firm, she also writes for such industry publications as On Wall Street and Global Investing, and is special section editor for Financial Advisor magazine. Sydney is author/co-author of Happily Ever After, STOP & THINK, PR Savvy for the Financial Professionals, Legacy: The History of Separately Managed Accounts, The World of Money Management, The Wealth Factor and Independent Business Ownership.

Lederman, Gregg                                   
Gregg Lederman is an unforgettable expert who provides the path to creating high-performance work cultures and sustainable results.

As the founder of Brand Integrity, Gregg works with many of today’s leading companies to define and execute performance based strategies that drive culture transformation.

Gregg’s valuable insights are documented in his published book, Achieve Brand Integrity.  This 2008 Axiom Gold Medal winning Best Business Book offers practical and inspirational advice for everyone who has a stake in orchestrating strategy development and change in their company. He also shares his knowledge as a regular business columnist for Gannett Newspapers (Democrat & Chronicle), and as an adjunct faculty member for MBA students at the University of Rochester’s William E. Simon Graduate School of Business Administration.

Lewis, Allyson
Allyson Lewis, Certified Financial Planner, has been a top-producing financial advisor for majoy New York Breokerage firms for more than 15 years. She is the creator of The CommonSense Financial Process financial planning software, a popular program used by financial advisors. Allyson has trained thousands of financial advisors throughout the country and is an in-demand motivational and educational speaker. She is the author of The Million Dollar Car and $250,000 Pizza.
For more information about booking Allyson Lewis as a speaker for your next event, click here.

Lininger, Nancy
Nancy Lininger calls herself a "Professional Weightlifter." She will lift the burden of compliance and marketing off the shoulders of financial services professionals. Investment advisors and broker/dealers benefit through individual consulting or via an array of do-it-yourself compliance resources. The RIA Do-It-Yourself Guide and the RIA Written Supervisory Procedures and Code of Ethics Guide are "must-haves" for every new or seasoned Investment Advisor.
For information about booking Nancy Lininger as a speaker for your next event, click here.

Lovas, Michael
Michael Lovas is the author of five books (Including Presentation Magic, Face Values and 5 Levels of Rapport), three columns, and a thousand articles on Professional Credibility and Psychological Communication in the financial industry. He holds the distinction of creating “Credibility Marketing” in 1991 and being the premier practitioner of Psychological Selling for financial advisors. Michael is respected internationally as a credibility coach, keynote speaker and writer. He teaches advisors how to: identify their A-level clients, attract more of them, and connect with them in a meaningful way. Michael has earned two prestigious certifications: Licensed Master Practitioner of Neuro-linguistic Programming and Clinical Hypnotherapist. He teaches professional advisors how to use those tools to improve their business performance and profits.
For information about booking Michael Lovas as a speaker for your next event, click here.

Ludwig, George
George Ludwig is a national authority and a sought-after corporate consultant and speaker on sales success. He trains more than 10,000 professionals each year in such corporations as Bank One, Sprint, Coldwell Banker, Century 21, Northwestern Mutual, Southwest Airlines, and Johnson & Johnson. Ludwig has also been featured in Time, Entrepreneur, Investor's Business Daily, Sales & Marketing Management, and The New York Times. George is the author of PowerSelling and Wise Moves: 60 Quick Tips to Improve Your Position in Life & Business.
For information about booking George Ludwig as a speaker for your next event, click here.

Lukacs, Joseph
Joseph J. Lukacs is President and Founder of International Performance Group, a company that exclusively coaches financial advisors. Since 1994 Joseph has had the privilege of working with over 220 private coaching clients to better their businesses. Joe currently has the privilege of working with 15 million-dollar-plus producers. He is the author of Practice Power: 12 Steps to Take Your Business to the Next Level.
For more information about booking Joe Lukacs as a speaker at your next event, click here.

MacPherson, Duncan
As co-founder and co-CEO of Pareto Systems, an industry leading business development firm and ASP (Application Service Provider) dedicated to the elite professionals and companies within the financial services sector, Duncan and his team of consultants are in constant demand for speaking engagements and for assisting Financial Services Professionals create predictable, sustainable, and duplicable businesses. Duncan’s expertise in demystifying business development and marketing in the financial world has universal appeal; from the high-level advisor to the successful wholesaler, to corporate financial institutions. Duncan’s primary goal is to help Financial Services Professionals achieve liberation and order in their businesses through step-by-step methodology and execution. Duncan is the co-author of Break-Through Business Development; and Take Your Business to the Next Level: A 90-Day Plan for Achieving a Breakthrough.
For more information about booking Duncan MacPherson for your next event, click here.

Madson, Jenifer                                   
Jenifer Madson is a nationally renowned Financial Success Coach, author of the award-winning bestseller, A Financial Minute, and creator of the game that's sweeping the nation, Let’s Talk MONEY.  She has brought her unique brand of financial wisdom to television and radio programs across the country, been featured in national magazines such as Shape and The Nest, and been dubbed one of the Top 5 Female Entrepreneurs in Denver, for her work in raising financial awareness for underserved portions of the community. Today she is called upon by corporations and individuals around the world to share her secrets of financial transformation. For information about booking Jenifer Madson as a speaker for your next event, click here.

Magnacca, Mark
Mark Magnacc is the president of Insight Development Group. He is a nationally recognized speaker, creative marketing specialist, and sales coach whose mission is to help his clients boost their performance to a higher level of achievement. Mark developed the content for The Product is YOU while building his own successful financial services business. Using these strategies, he was consistently ranked among the top producers in the financial services industry. Mark has presented his training programs for many leading financial firms. His programs have been featured in both print and television media.
For more information about booking Mark Magnacca for your next event, click here.

Miles, Robert
Robert P. Miles is a writer, speaker, and consultant. He is a graduate of the University of Michigan Business School and has been a shareholder of Berkshire Hathaway for a number of years. He is the author of The Warren Buffett CEO, a book Buffett recommended to his shareholders, and 101 Reasons to Own the World’s Greatest Investment: Warren Buffett’s Berkshire Hathaway (both published by Wiley). He is also the author of Warren Buffet Wealth. Miles has presented Buffett Wealth workshops on three continents. He has recorded How to Build Wealth Like Warren Buffett, and hosted several Buffett CEO talk television programs. He resides in Tampa, Florida.
For information about booking Robert Miles as a speaker for your next event, click here.

Miller, David
David Miller has been providing tactical practice management consulting services for over 15 years. With an amazing fixation on implementation, Dave has an unrivaled ability to help entrepreneurs translate time-tested ideas into measurable results.As one of the primary architects of the Pareto Platform, Dave has invested his experience and expertise in helping knowledge-for-profit professionals – those who “think for a living” – create a consistent and professional code-of-conduct needed for attracting and keeping great clients while running a smooth and efficient business. David is the co-author of, Break-Through Business Development and Take Your Business to the Next Level: A 90 Day Plan for Achieving a Breakthrough.

Montoya, Peter
Peter Montoya is President of Peter Montoya Inc., the nation's only agency devoted exclusively to the development and management of top Personal Brands. One of the world's leading speakers on the subject of Personal Branding, Peter is also the author of The Personal Branding Phenomenon and and The Brand Called You. He is publisher of Personal Branding magazine.
For information about booking Peter Montoya as a speaker for your next event, click here.

Moore, Hank                                   
Hank Moore is that rare 1 out of 100,000 senior business advisors, a Big Picture strategist, with original, cutting-edge ideas for creating, implementing and sustaining corporate growth throughout every sector of the organization. His Business Tree™ is a trademarked approach to growing, strengthening and evolving business, while mastering change.

As a strategist for 30 years, Hank Moore brings a Real-world Knowledge Bank, plus a track record of advising and implementing proactive improvements in hundreds of client companies. For information about booking Hank Moore as a speaker for your next event, click here.

Mortell, Art
Art Mortell is an expert in sales training and leadership development and is available to bring his skills in all of the above courses to your company or organization. As a keynote speaker, Art Mortell makes every presentation lively and interesting by mixing the right amount of humor with powerful and beneficial content.
As a professional lecturer since 1967, Art has given over four thousand presentations. Of over one hundred speakers for the Securities Industry Assoc., at the Wharton School, Art Mortell was rated number one. At the Project Leadership Conference, in Paris, France; Art was listed as "America's #1 technology motivational speaker". Personal Selling Power magazine rated Art as one of America's top ten speakers. Art is the author, from McGraw Hill, of The Courage to Fail, and World Class Selling. He also is the creator of The Pathway for Success, a motivational course available as an eight-CD set.
For information about booking Art Mortell as a speaker for your next event, click here.

Mulhern, Sally J.D.
Sally received her law degree in 1982 from Cornell Law School, and her undergraduate degree, summa cum laude, Phi Beta Kappa, from Boston College in 1979. She is a partner in the law firm of Mulhern and Scott, PLLC, with an office in Portsmouth, New Hampshire. Sally concentrates in sophisticated estate planning techniques, is a Fellow of the prestigious American College of Trust and Estate Counsel, and has been selected by her peers as one of Woodward & White’s The Best Lawyers in America. She is also a member of Outstanding Lawyers of America.She speaks nationally to global financial institutions, universities (1999 Cornell University Reunion keynote speaker on estate planning), charities, trust departments, financial advisors and professional organizations, and is regularly quoted in the regional and national press. Sally is the author of Estate Planning to Die For: An Insiders Guide for Financial Professionals.
For information about booking Sally Mulhern for your next event, click here.

NOP

Nance, Wayne
Wayne E. Nance is the President and CEO of Real Life Management™, Inc., a company dedicated to providing the education you never learned in school on fitness, finance, family issues and how they are related. Top corporations, organizations, institutions, and church groups are currently utilizing the ABC’s of Real Life Management program.
Today, Wayne is a highly regarded speaker and trainer, and author of Thin, Rich and Happy; and How to Alter Your Life Without Changing Who You Are.
For information about booking Wayne Nance as a speaker for your next event, click here.

Nelson, Noelle
Noelle Nelson, Ph.D., is a nationally respected clinical psychologist, consultant, and author. She is the founder of "compassionate psychotherapy," a practical, results-oriented approach to therapy. She has been featured on CNN, CNBC, "The Montel Williams Show," "The View," and "Home & Family." She is the author of, The Power of Appreciation in Business.

Nelson, Victor
Victor Nelson has worked in, for, and with family-owned businesses for numerous years. He specializes in solving problems unique to family businesses. A popular speaker, he provides training seminars for fmaily businesses and consults with family businesses that have become ensnared in a variety of issues unique to them.He is co-author of Minding Our Own Business.

Neuhauser, Peg
Peg Neuhauser is a speaker, consultant and author specializing in the areas of conflict management, organizational culture, and avoiding burnout. Her company, PCN Associates, works with clients in many industries, including healthcare, high-tech, and finance, as well as many non-profit organizations. Peg is the author of four books: Culture.com; I Should be Burnt Out By Now; Tribal Warfare in Organizations; and Corporate Legends & Lore.
For information about booking Peg Neuhauser as a speaker for your next event, click here.

Nuerge, Jerry           
Jerry is founder and owner of the Financial Independence Group and has a rich background in financial planning. He is also the creator of the Wealth Integration and Transfer Systemon Process. Active as a consultant and national speaker, he teaches financial planning courses to CPA's, Attorneys; Trust Officers; Insurance Agents and other professionals around the country. Jerry also consults to non-profit organizations and has helped them capture hundreds of millions of Social Capital dollars in their communities

Oechsli, Matt
Matt Oechsli is the founder and President of The Oechsli Institute, an internationally recognized consulting and research firm with such clients as American Express, Merrill Lynch, Wachovia, Morgan Stanley, and Pioneer Investments. He is a leading authority and much sought-after speaker on how to attract, service, and retain affluent clients and customers. Matt is the author of The Art of Selling to the Affluent.
For information about booking Matt Oechsli as a speaker for your next event, click here.

Ottinger, Randall                                   
Randall Ottinger has over 25 years of experience in finance, philanthropy and social entrepreneurship. Formerly a Senior Vice President at Bank of America in their private bank, he also spent over 20 years as a high-tech executive in public and private companies. Randall is founder of LMR Advisors where he assists wealth advisory firms and high net worth families to achieve the best practices with regard to wealth, philanthropy and legacy. He is a graduate of Cornell University, Harvard Business School, Co-Chairman of the Ottinger Foundation and a member of Young Presidents’ Organization.

Parisse, Alan and Richman, David
Alan Parisse and David Richman are co-authors of Questions Great Financial Advisors Ask... And Investors Need to Know. They also are two of the financial services industry's most popular speakers and trainers with more than 45 years of experience between them. Parisse rose from garbage collector to Wall Street executive, becoming the first and only investment business speaker to be inducted into the National Speakers Association's Hall of Fame. Richman is a managed accounts specialist for one of the nation's premier investment companies. Formerly, he was a successful securities retailer, wholesaler, and principal.
For information about booking Alan Parisse for your next event, click here.

Passi, Delia
Nationally recognized sales and marketing expert Delia Passi is president and CEO of Medelia COmmunications, a leading marketing agency that helps companies gain market share of women consumers, women-owned businesses, and target markets. Delia has trained thousands of sales representative to sell more effectively to women. She is the author of Winning the Toughest Customer: The Essential Guide to Selling to Women.

Phillips, Bob                                   
Bob Phillips has more than thirty years experience as a Human Resource professional with some of America's most recognized companies: Intel, AT&T, U-haul, Sequent Computers, Tektronix, and Digital Equipment Corporation. At both Intel and Digital, he oversaw the successful creation of the human resource departments for brand new manufacturing facilities in four different locations throughout the US.

Bob is currently the President of his own firm, RW & Associates, Inc. which provides management consulting to businesses in the areas of executive coaching, organizational development and general human resource assistance.

Piercy, Tracy
What can you learn from a 15 year veteran Certified Financial Planner who sold a thriving investment practice and ended up bankrupt? The story of how she turned this situation around is one everyone needs to hear and anyone can profit from. Almost everything you hear about financial success strategies will keep you struggling. MoneyMinding® is different – guaranteed. Tracy Piercy is the President of MoneyMinding® Inc. and an expert on the psychology of success integrated with financial and business planning. She has worked in all areas of personal finance; she taught the curriculum for advisors and developed the educational platform for industry regulators. Tracy is the author of Enlightened Wealth and The 12 Simple Steps of Money Minding.

Podesta, Connie                                   
Organizational therapist, human resource professional, and expert in the psychology of human behavior, Connie Podesta is internationally known for her high-energy, interactive, and entertaining sessions. Having worked with hundreds of corporations nationwide, Connie has an insider’s knowledge of organizations and uses this unique perspective to create customized presentations on key issues such as personal accountability, communication, life balance, customer service, leadership, sales, team-building, change, and productivity. For information about booking Connie Podesta as a speaker for your next event, click here.

Pollock, Candace
Prior to attending law school, Canace owned a business that provided claims review and consulting services to Ohio lawyers in the are of workers' compensation and Social Security. Today Candace continues to represent the interests of people with disabilities while expanding her practice to include este and financial planning, probate and elder law services in response tothe needs of her clients. Candace is co-author of: A Matter of Trust: The Importance of Personal Instructions; Loving Without a License: An Estate Planning Survival Guide for Unmarried Couples and Same Sex Partners; Special People, Special Planning; and Women in Transition.

Pomering,  Rebecca                         
Rebecca Pomering is a Principal with Moss Adams LLP, specializing in practice management consulting to the financial advisory industry. Her work in this industry is focused on strategic planning and consulting on issues related to compensation, practice management, organizational effectiveness and succession planning.

Poscente, Vince
Combining lessons from his remarkable Olympic experience with leadership insights from his highly successful business career, Vince has developed a series of proven strategies for attaining and sustaining peak performance, on both an individual and corporate level. Audiences learn how to apply his time-tested techniques to ignite their vision, execute their strategies, and eclipse their competition. Vince is the author of The Age of Speed.
For information about booking Vince Poscente for your next event, click here.

Prince, Russ Alan
Russ Alan Prince is one of the most published authors on the topic of private wealth. He has completed work on 40 books covering a range of subjects from investor psychology to luxury spending, from understanding the middle-class millionaire to the political philosophies of the super-rich.

His body of work is regularly consulted by affluent individuals and families, elite advisors, family offices, private bankers, wealth managers, academics and the press. Collectively, the cache of research-based insights within Prince’s publications is the most complete empirical analyses in the field and the largest, most comprehensive database on the topic.

Pusateri, Leo                                  
Leo Pusateri is president of Pusateri Consulting and Training, LLC, a Buffalo, New York-based sales consulting and training firm. Founded in 1992, the company provides counsel based on the philosophy of competing on value in the financial services industry.

Published in 2002, Mr. Pusateri’s book, Mirror Mirror On The Wall Am I The Most Valued of Them All? helps financial entrepreneurs explore the concept of discovering their value. For information about booking Leo Pusateri as a speaker for your next event, click here.

QRS

Qubein, Nido
Nido Qubein is one of the world's top-rated personal achievement experts. He shows you how to build confidence, handle stress, communicate like a pro, build lasting self-confidence, and become a leader in business and life. Nido has climbed the ladder of personal and professonal success -- from a meager beginning as a penniless immigrant to an internationally respected author, consultant, and speaker. He is the author of How to Get Anything You Want, How to be a Great Sales Professional, and How to be a Great Communicator.
For information about booking Nido Qubein as a speaker for your next event, click here.

Rawls, Loyd
Loyd H. Rawls, CLU, ChFC, MSFS, is President/CEO of The Rawls Group in Orlando, Florida, and has specialized in family estate and succession planning for closely-held, family owned businesses since 1973. Well respected in his field, Mr. Rawls is a highly requested speaker and has published numerous articles and is the author of Seeking Succession: How to Continue the Family Business Legacy, and The Succession Bridge: Key Manager Succession Alternatives for the Family Owned Business.

Reisenberg, Mark
Mark Riesenberg's expertise is in helping successful individuals and organizations achieve and exceed their goals through the power of the Goal Achievement and Time Management process. He has coached thousands of financial professionals implement his systems, The Whine Press and The Clarity Formula - both of which help top professionals be more focused, efficient and effective leading to increased sales, income and assets under management. Mark is the author of How to Stop Whining and Start Winning! A Guide to Goal Setting and Time Management.

Rutherford, William
A graduate of Harvard Law School, William Rutherford been on the board of numerous U.S. and international corporations and the CEO or president of two international investment companies with offices in New York City, London, Paris, Tokyo and Frankfurt. Mr. Rutherford has been the Treasurer of the State of Oregon and chaired the Oregon Investment Council overseeing $14 Billion in investment funds. He has appeared on CNBC and Bloomberg television, and quoted in The New York Times, The Wall Street Journal, Business Week, and other publications. Honors include mention in Who's Who in America and Who's Who in the World. Bill is the author of Who Shot Goldilocks.
For information about booking William Rutherford as a speaker for your next event, click here.

Saenz, Steve                         &nbs