Expert Consultants for Financial Advisors

Olivia Allen

Founder - Village Financial Services

Your virtual associate “advisor” - providing CSA and paraplanning support, implementing systems and processes along the way.

Lauren Hong 📢

President - Out & About Communications

Financial Services Marketer | Brand Strategist | Passionate about Integrated Marketing and Growing Teams

Cici Prsha

Founder - CJN Communications

Marketing and Event Planning Serving All-Stars in the Financial Services Industry

Justin Welsh

The LinkedIn Operating System

Join 70+ LinkedIn Top Voices and 30,000+ students to accelerate the growth of your personal brand on LinkedIn.

Caleb Brown

Co-Founder - New Planner Recruiting

I assist financial planning firm owners with the sourcing, screening, and selection of new financial planner candidates to integrate into their growing firms.

Dennis Moseley-Williams

Keynote Speaker & Business Consultant

Client Experience Expert helping small business owners grow. A speaker who isn't afraid to question your perspective.

Bill Cates

The Original Referral Coach

Helping Financial Professionals & Companies Attract More Ideal Clients through More Compelling Value, Referrals, and Introductions -- Consultant, Coach, Speaker and Podcaster

Dan Allison

Co-Founder - The Exchange

Dan is not your typical consultant. He sold his first company for millions while still in his twenties and has dedicated his career to showing professionals how gaining a better understanding of their clients can lead to incredible, life-long referral relationships.

Amy Kizer

We help advisors with HR “stuff”

We are the tactical partner to advisory firm owners for all things Human Resources, available for one-off HR questions to retained relationships where we are the HR Manager for the firm.

Kerri Fernsworth

Founder - Authentic Legacy Video

I help advisors retain multi-generational legacy clients. The Great Wealth Transfer is projected to move $72.6 trillion in assets to heirs within 20 years. Are you connecting with the second generation meaningfully?

Brent Carnduff

SEO for Financial Advisors

For the past 15 years, I've been obsessed with understanding how search engines work, and how to apply that knowledge to help financial advisors grow their business online.

Andrew Burgess

Founder - AdvisorOps360

AdvisorOps360 is a full-service operations firm supporting Financial Advisors and Wealth Management Firms.