Grand Hyatt Denver
Grand Hyatt Denver, 1750 Welton St, Denver, CO 80202, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Mon Jul 13 MDT - Wed Jul 15 MDT (over 1 year ago)
In your timezone (EST): Mon Jul 13 10:00am - Wed Jul 15 7:00pm
Location Grand Hyatt Denver
1750 Welton St, Denver, CO 80202, USA
Region Americas

The profession of financial advice is rapidly changing from a singular focus on investment returns to a broader and deeper focus on the well-being and life progress of the client. Coaching clients through life’s changes and toward wise financial decisions is the hallmark of the advisor of the future.

Hear from Life‍-‍Centered Planning leaders, practitioners, and leading academics on how to build a Life‍-‍Centered Practice and guide clients through the Life‍-‍Centered Planning process.

Conference Topics
• The Six Core Values Of A Return On Life Practice
• The Three Life-Centered Planning Dialogues
• How To Implement A Life-Centered Practice
• Developing And Communicating Your Uniqueness To Your Ideal Clients
• The Three Hats A Life-Centered Planner Wears
• The Advisors Role In Helping Clients Flourish After 50
• The Academic Support Behind Putting More “Life” In Your Planning


2020 Speakers

Mitch Anthony
Co-founder, Rol Advisor; President, Advisor Insights Inc.

Susan Bradley
Founder, Sudden Money Institute

Matt Brinker
Managing Partner, Merchant Investment Management LLC

Kathryn M. Brown
Co-founder and Principal, Morton Brown Family Wealth

Nag-bushan Odekar
Senior Vice President and Chief Strategy and Marketing Officer, Healthview Services

Courtney E. Ranstrom
Co-founder, Trailhead Planners LLC

Steve Sanduski
Co-founder and Chief Executive Officer, Rol Advisor

Taylor R. Schulte
Founder and Chief Executive Officer, Define Financial

Evan Simonoff
Editor-in-Chief and Editorial Director, Financial Advisor Magazine

Seth Streeter
Founder and Chief Executive Officer, Mission Wealth