Keynote

Finding a Mentor and Becoming a Leader

Be the mentor for others that you would want for yourself. While being that dream maker for another and by surrounding yourself with the best people to bring out the best in you, you give yourself and others the best chance for success. Jim Morris will tell his own story of defeat while believing the wrong kind of people and shares about his successes while surrounded by key people who helped him believe in himself and pushed him to be the man he is today.

Speaker: Jim Morris, former MLB pitcher and inspiration behind The Rookie staring Dennis Quaid

The Power of Teams

Dr. Elko, consultant to countless NFL and college football teams, bestselling author, and top-rated speaker will share his insights on teamwork and leadership.  Whether you’re on the football field or in an office, bringing together people to function as a cohesive and powerful unit takes true leadership ability.  You will learn strategies to achieve this leadership ability by applying 5 proven pillars of success.

Speaker: Dr. Kevin Elko

Navigating Turbulent Markets

Are you looking for effective ways to communicate market volatility and current events to your clients? Look no further than Dr. Apollo Lupescu, PhD in Finance & Economics, a globally recognized speaker fondly dubbed Dimensional’s “secretary of explaining stuff” by colleagues and clients alike. Please join Dr. Lupescu to review compelling talking points and strategies that address trending investment topics and common client questions received throughout the market cycle.

Speaker: Dr. Apollo D. Lupescu, Vice President, Dimensional Fund Advisors

Advisor to CEO — Creating Enterprise Value in Your Practice

This educational session is dedicated to keeping advisors/CEOs on top of their game. As a top advisor in your respective market, you’ve had success. But, how do you maintain that success while faced with increased competition, industry consolidation, competition from P/E backed firms, and a talent shortage? By evolving — shifting from a producer with a practice to the CEO leading a business. We will unpack the differences between the two, what is driving some of the most successful businesses in the industry, how to build greater enterprise value, protect what you’ve built, and create a business that will outlast you. SRG will show you what you need to know about building and growing a more valuable enterprise:

• Building Value: How advisors can create lasting enterprise value and go beyond the average valuation
• Internal SOPs: How to prepare your business for inorganic growth or succession, rethink your compensation plans, and how to protect your practice with effective non-competes
• Equity: How to structure your business and why you should start leveraging your equity to retain and attract top talent

Whether you are in growth mode or looking to retire from the business next year, you won't want to miss this interactive session focused on helping you build a better and more successful business.

Speaker: David Grau Jr., President & CEO, Succession Resource Group