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Saturday, August 4 • 1:30pm - 3:10pm
How to Clone Ourselves: Gaining Efficiency to Generate and Handle Increased Business

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Have you found yourself wishing you could clone yourself to meet the demand for hourly or project-based planning? Do you reinvent the wheel with many clients?  In this session, we will hear from members who have cracked the efficiency code by outsourcing or hiring as a form of cloning, and who have successfully implemented repeatable processes, checklists, and templates to free up more of their time and create an opportunity for increased revenue.

Moderators
avatar for Barbara Grealish

Barbara Grealish

Virtual Office/Operations Manager
Barb Grealish provides virtual office management and consulting for the niche market of fee-only CFP’s, mental health practitioners and early-stage tech startups.  She is a career Office/Operations Manager for solo and small group firms, following in the footsteps of her Office... Read More →

Speakers
avatar for Charlie Bolognino

Charlie Bolognino

President & Financial Planner, Side-by-Side Financial Planning, LLC
Charlie began his work in financial planning in 2008 when he founded Side-by-Side Financial Planning, LLC. He specializes in helping emerging and growing households figure out their money, often working remotely or in person in Plymouth, MN (main office), Rochester, MN, or Bentonville... Read More →
avatar for Jerry Davis

Jerry Davis

CEO, Jerry J Davis CPA PC
Jerry Davis, CPA/PFS is the founder and principal of Jerry J Davis CPA PC a Registered Investment Advisory firm located in Gresham, Oregon. In addition to providing traditional CPA services such as tax preparation and planning, financial statement preparation and business consulting... Read More →
avatar for Andy Tilp

Andy Tilp

President, Trillium Valley Financial Planning, LLC
Andy comes to the financial world with a wide range of education including a BS in Electrical Engineering and a MS in Computer Science, as well as getting his CFP education through the University of Portland. He started his solo practice in 2009 and joined GPN and NAPFA at the same... Read More →


Saturday August 4, 2018 1:30pm - 3:10pm
Interlocken B
  • CE Hours Available: 2.0 NAPFA, 2.0 Management Services CPE

Attendees (48)