10:35 - 12:00

She Said/She Said

WiRC represents two very different business models; the advisor practice and TPA offices. This session is intended to bring those two together. You will learn from extraordinary women, discovering where your businesses are similar as well as examining ways to leverage your differences. The focus will be on how you navigate the sometimes rough waters of owning and managing a business and how you are able to leverage one another’s business models to optimize future success.

Alicia Malcolm (moderator)
Financial Advisor
UBS Financial Services

• Leveraging SHRM to Harvest Leads (Prospecting)

Amanda Iverson, CPA, PHR, SHRM-CP, APM
Chief Operating Officer
Pinnacle Plan Design, LLC

Jeanne Fisher, CFP®, CPFA, MBA
Financial Planner – Qualified Plan Specialist
ARGI Financial Group

• 3 Things That Make Clients Love You or Building Loyalty (Client Satisfaction)

Mickie Murphy, QPA, QKA, ERPA
Senior Manager
Blue Benefits Consulting

Renee K. Scherzer
Registered Principal
LPL

• Out with the Old – In with the Inventive (Practice Management)

Barb Leadem, QPA, QKA
Owner
Atlantic Pension Services, Inc.

Shannon Maloney, CEBS
Managing Director, Michigan National Practice Leader Defined Benefit Plans
and ESOPs
Strategic Retirement Partners

Quick Info

  • June 12, 2018
  • 10:35 - 12:00
  • 10:35 AM - 12:00 PM

Speakers