Pre-Conference Workshops

• Breaking Growth Barriers: Capturing Overlooked Opportunities in Your Advisory Business

Presented by: Angie Herbers, Angie Herbers LLCAngie%20Herbers_updated%20photo.jpg

Wednesday, November 8, 2017
1:00 – 4:00 p.m.

Every business has breaking points. Those break points are simply growth barriers. Surprisingly, many advisory firm owners don’t understand them and do not know how to overcome them. To keep growing your firm, the best way to achieve your greatest growth goal is to learn where the break points are, anticipate them and blow right past them. In this session, Angie Herbers teaches you where these growth barriers exist and what you can do about them.

Learning Objectives:
• Learn how to think about your business in a direct way and predict its growth.
• Understand how client relationships are enhanced as you grow your firm.
• Examine how you are implementing service to build better clients relationships and also a more profitable business

Instructor Bio:
Angie Herbers brings over 16 years of experience guiding independent financial advisors to long-term, scalable growth by creating and executing holistic growth strategies to manage the eight areas of practice management: leadership, corporate finance, client service, operations,management, human capital, sales, and marketing. She has consulted for more than 600 financial advisory firms and businesses ranging in size from $350,000 to over $100 million in revenue. Angie is also a columnist with Investment Advisor magazine, a blogger for and a frequent speaker at industry conferences. Investment Advisor named her one of the “Top 25 Most Influential People in the Advisory Industry” in 2007, 2013, and 2015. Angie lives in San Diego, California.

CE Credit: 3 NAPFA CE - Marketing and Practice Management; 3 NASBA CPE - Business Management & Organization

Register Now – $325 member, $375 non-member

• Grendel Boot Camp: CRM – Task and Project ManagementGrendel%20Logo.jpg

Presented by: George Guidotti, Grendel

Wednesday, November 8, 2017
2:00 – 4:00 p.m.       

How we respond to the needs of our clients and prospects demands consistency – we must create systems that are easy to follow. What we do and why we did it demands documentation – we must notate everything we do and why. Join George Guidotti in this session as he works with our advisors on CRM best practices for task management, creating projects, implementing workflow systems, and ensuring no clients (or prospects) slip through the cracks.

Instructor Bio:
George is the head of Business Development for Grendel – the leader in practice management software that currently includes CRM, client reporting (performance), client portal, account aggregation, compliant file archive, email archive, portfolio rebalancing, fee billing, supervisor controls, mobile apps, and more. He has spent the last six years helping advisors implement and sustain integrated technology solutions with an emphasis on CRM. Part of his focus is on helping organizations within the RIA community coordinate technology, implement workflow systems and compliance control through the implementation of Grendel.

Register Now - $80.00 member, $100 non-member