Speaking Engagements & Workshops
Your Audience; Our Expertise
We challenge our audiences and give them actionable ideas they can immediately put into place.
Looking for an impactful addition to your FA-to-FA 2025 kickoff or practice management conference?
We partner with branch and regional leadership, executive planning teams, and asset managers to bring our process to your front door.
All sessions are offered in virtual, in-person, or hybrid formats, and can be delivered via keynote, breakout session or workshop. Regardless of the format you choose, participants walk away with a plan for growing their business and the motivation to implement.
While we’re happy to customize a presentation to match your desired outcomes, we also offer the following programs in our speaking portfolio:
The Key to Introductions: Replicating Your Best Clients
Winning Together: Leveraging your Team for Success
Building a Legacy Brand to Double Your Business
5 Key Steps to Achieve Exponential Growth
Predictable Excellence: The Process for Achieving True Work-Life Balance
Keynote Addresses
Ideal for large conferences, annual meetings, or leadership gatherings where you want to energize your advisors and introduce them to game-changing practice management concepts.
Led by industry veterans and customized to align with your organization’s culture, these powerful 30–45-minute sessions introduce the Supernova methodology and demonstrate how advisors can transition from overwhelming complexity to streamlined success.
Key Benefits:
- Sets the Stage for Success: Creates excitement and buy-in for adopting the Supernova model.
- Provides a Clear Vision: Articulates the benefits of Supernova for both advisors and clients.
- Offers Actionable Insights: Introduces key concepts and strategies that advisors can implement immediately.
Breakout Sessions
Ideal for regional meetings, training programs, or conferences where advisors can choose topics most relevant to their practice needs.
These focused sessions allow for more detailed exploration of key concepts such as client segmentation, service model implementation, team building, or succession planning. Through interactive exercises and peer discussion, advisors begin to see how they can practically apply these concepts to their own practices. Each session includes actionable takeaways, implementation guidelines, and specific metrics for measuring success.
Key Benefits:
- Facilitates Collaborative Learning: Encourages active participation and peer-to-peer interaction.
- Provides Targeted Solutions: Addresses specific challenges and opportunities for improvement.
- Reinforces Key Concepts: Builds upon the foundation established in a keynote address
Workshops
Ideal for branch meetings, study groups, or dedicated training days where advisors can fully immerse themselves in the Supernova concepts.
These half or full-day intensives provide the most comprehensive introduction to the Supernova methodology. These highly interactive sessions accommodate 10-15 advisors and include hands-on exercises, small group discussions, and individualized attention. Participants work through actual practice management challenges, develop preliminary implementation plans, and leave with concrete strategies they can implement immediately.
Key Benefits:
- Drives Behavioral Change: Provides a structured framework for adopting new habits and practices.
- Maximizes Skill Development: Offers hands-on training and personalized coaching.
- Ensures Long-Term Success: Provides ongoing support and resources for continued growth.
Ready to deliver high-impact content to your advisors?
Let’s connect to discuss your upcoming meeting.
