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Friday, August 3 • 1:30pm - 3:10pm
Ways to Scale Your Practice

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Your practice is growing and you need to expand or change your methods to meet the growing demands for your services while keeping the quality of your work where your clients expect it.  This panel will discuss:

  • How do you start? 
  • What decisions must be made first? 
  • Where and when do you invest in people, systems, technology, processes, marketing? 
  • Is it best to outsource or hire?

Moderators
avatar for Brooke Salvini

Brooke Salvini

Principal, Salvini Financial Planning

Speakers
avatar for Louis Barajas

Louis Barajas

Wealth Manager, Wealth Management LAB
Louis Barajas, MBA, CFP, EA has been a Fee-Only Wealth & Business Manager for 27 years catering specifically to underserved Latinos in Los Angeles and Latin Celebrities in Los Angeles and Miami.  In those 27 years Louis has rebuilt his firm 3 times.  In his most recent business... Read More →
avatar for Chuck Clifton

Chuck Clifton

Sr. Financial Planner & Founder, Sycamore Financial Planning, LLC
Chuck is a CERTIFIED FINANCIAL PLANNER™ and a Certified Divorce Financial Analyst®, as well as the founder of Sycamore Financial Planning, LLC, a Fee-Only financial planning firm headquartered in Durham, NC. Chuck has been a part of the financial services industry since 2008... Read More →
avatar for Jean Keener

Jean Keener

Principal, Keener Financial Planning
Jean Keener has been a member of the Garrett Planning Network since 2008 when she started as a career changing solo practitioner. She now leads a team of 7 who served about 260 households last year. The firm works with clients on both an as-needed project basis and ongoing retainer... Read More →
avatar for David McPherson

David McPherson

Principal, Four Ponds Financial Planning LLC
David McPherson founded Four Ponds Financial Planning in 2007 to provide sound, objective financial advice to clients looking for help with their investments, retirement planning and other money-related needs. | | As a financial planner, he strives to treat all clients with respect... Read More →


Friday August 3, 2018 1:30pm - 3:10pm
Interlocken B
  • CE Hours Available: 2.0 NAPFA, 2.0 Business Management & Organization CPE

Attendees (54)