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Saturday, August 4 • 11:00am - 11:50am
Advice-Only Practice - Create Revenue from Existing Clients

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Explore how ongoing billing can be built into an advice-only practice. The panel will discuss what techniques advisors can use to make this happen.

Moderators
avatar for Bob Morrison

Bob Morrison

President, Downing Street Wealth Mgt LLC
Bob Morrison CPA, CFP is the principal of Downing Street Wealth Mgt LLC in Denver Colorado. Bob opened Downing Street in 2010. Bob is a Member of the Garrett Planning Network, NAPFA, and the AICPA. He is currently the West Area Board President for NAPFA and he helped organize the... Read More →

Speakers
avatar for Shawn Koch

Shawn Koch

Principal, Koch Financial Partners, LLC
Shawn Koch, JD is the principal of Koch Financial Partners, LLC (KFP). Shawn practiced law for 8 years, and worked with retirement plans for 10 years. She managed the corporate employee benefit programs at two manufacturing firms prior to becoming a CERTIFIED FINANCIAL PLANNER... Read More →
avatar for Glenda Moehlenpah

Glenda Moehlenpah

Financial Advisor, Financial Bridges
Glenda is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Public Accountant (CPA), licensed in Missouri and California.  She offers hourly only services and specializes in retirement planning, stock options, tax planning and preparation, and debt management. Glenda... Read More →
avatar for Anna Sergunina

Anna Sergunina

CEO, MainStreet Financial Planning, Inc
Anna Sergunina is a Certified Financial Planner, President & CEO at MainStreet Financial Planning, Inc, nation’s largest fee-only, hourly/project based financial planning business, with 6 offices in 5 different states.With a mission to help private clients thru one-on-one work and institutional clients thru offering financial planning as a... Read More →


Saturday August 4, 2018 11:00am - 11:50am
Interlocken B
  • CE Hours Available: 1.0 NAPFA, 1.0 Management Services CPE

Attendees (51)