Sunday, October 11

8:15 AM - 9:30 AM

High Trust Leadership: Thinking and Acting Like the CEO of a Financial Planning Firm

Bill Bachrach, CSP, CPAE

The modern trusted advisor is a leader who orchestrates a "deliverables team of subject matter experts" for the benefit of their clients versus the old-school, know-it-all, "one-man-band" approach to being a financial planner. Find out how to lead your company, staff, deliverables team and clients in making the best choices to achieve their goals and fulfill their values-even if your company is just a few people.br>      Career Stage: II, III
     Competency: Business and Practice Management, Relationship Skills, Leadership Skills
     CFP Topic List: N/A
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11:00 AM - 12:00 PM

The Leader in the Mirror

Sharon K. Seal, P.C.C.

Each of us has the potential to be a leader-leaders are not just those chosen few who happen to possess charisma, great intelligence or a certain position in an organization. Attend this breakout session to reframe how you see yourself as a leader and increase awareness of your leadership attributes. Simple tools can help strengthen your leadership skills in both your personal life and work life, regardless of where you are in the company hierarchy.br>      Career Stage: All
     Competency: Leadership Skills
     CFP Topic List: N/A
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Monday, October 12

8:15 AM - 9:30 AM

Why Leadership Matters in Financial Planning-Now More Than Ever!

Marc S. Freedman, CFP®

Marc Freedman, CFP—a former FPA National Board member, financial planner and business owner—shows planners how to position themselves as leaders in their clients’ eyes. According to Freedman, "FPA members who deliver ´genuine’ financial planning know more about their client’s life, values, financial resources, worries and successes than any other paid professional… In these challenging economic times, your clients need leadership—and who better than YOU to deliver the service they need?" Freedman is the author of Oversold and Underserved—A financial planner’s guidebook to effectively serving the Mass Affluent.
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10:00 AM - 11:45 AM

Organizational Leadership: How Different Practice Sizes Determine the Decisions of Owners

Gregory D. Sullivan, CFP®, CPA, Louis P. Stanasolovich, CFP®, and Evelyn M. Zohlen, MBA, MS, CFP®

Three FPA practitioners from firms of various sizes address owners' decision-making processes on a wide range of topics.
     Career Stage: All
     Competency: Business and Practice Management, Organizational Skills, Leadership Skills
     CFP Topic List: N/A
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Tuesday, October 13

8:45 AM - 10:15 AM

Providing Services to Financial Planners

Gregory H. Friedman, CFP®, MS, Angela S. Herbers, and Michael E. Kitces, MSFS, CFP®, CLU,ChFC

Have you thought about turning one of your strengths into a business to help other financial planners? If so, find out how three successful financial planners have developed businesses servicing our profession. A software developer, business consultant and newsletter publisher share the frustrations and triumphs of building their businesses.
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