Stacy Francis, CFP®, CDFA® is a nationally-recognized financial expert and the President and CEO of Francis Financial, a firm that serves women going through transitions. She is also the founder of Savvy Ladies™, a non-profit that has provided free personal finance education and resources [...]
Paul Kingsman is a speaker, author, executive coach, and Olympic medalist. He equips financial services professionals to overcome costly distractions and complete what matters most to build their businesses – connecting with prospects and clients, adding assets, and raising revenue. Paul’s book is titled [...]
Dan Sullivan is an Executive Vice President at Cambridge Investment Research and brings over 30 years of industry experience. Previously an advisor, he is now focused on leading strategic initiatives that support advisors in efficiently growing their independent businesses. He has been instrumental in [...]
Mark Tibergien is Chief Executive Officer of Pershing Advisor Solutions, prior to which he was a principal at Moss Adams LLP. Mark has worked with hundreds of public and private companies on matters related to business management, transition planning and strategy formulation, since 1976. [...]