Advisor Thought Leader Summit
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Ready to step into the spotlight?

2019 ADVISOR THOUGHT LEADER SUMMIT!
August 12 & 13, 2019 at Rockhurst University, Kansas City, MO
  • The Advisor Thought Leader Summit will be an experience you’ll never forget.
  • In order to create a more powerful, interactive experience, the Advisor Thought Leader Summit will be open to a small group of financial advisors, only.
  • This exciting 2-day summit will provide much more than just learning, information and insights.​
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​Financial services marketing professionals Maribeth Kuzmeski of Red Zone Marketing and Marie Swift of Impact Communications are partnering to create a totally unique EXPERIENCE where we not only teach but also actually get some work done.

They will be joined by PBS prodcuer Pam Krueger who will share everything she has learned about being on camera for the past 20 years, appearing on her own PBS specials as well as numerous broadcast television news shows.
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Marie Swift
​PR Strategist, ​Author & Speaker
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Pam Krueger
​Television Host, Consumer Advocate
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Maribeth Kuzmeski, PhD
​Marketing Strategist, Author & Speaker
At this exciting, one-of-a-kind event, you will:
  • Learn how to work with the mainstream media and position yourself as the go-to source when it comes to personal finance and investment strategy
  • Hear how to improve your personal presence and presentation skills – including what to wear and how to be on camera
  • See how to communicate – verbally and in writing – in a more powerful and compelling way
  • Assess the benefits of writing a book or building a credibility platform based on a thought leadership blog, podcast or video series
  • Hear from other advisors who have built their own celebrity platforms and what made the difference in standing out
  • Record your very own Thought Leader Interview with television personality Pam Krueger of PBS fame. Click here to see a Thought Leader Interview example from the November 2018 Advisor Thought Leader Summit.
Everything above is included in your basic ticket admission (we call it the Celebrity Platform Day).
Advisors who are ready to kick-it-up another notch can opt-in to present a 15-minute Thought Leader Talk (kind of like a TED Talk but in a totally safe setting) on Day #2, (we call this the Premier Advisor Day). There is an additional fee for that but it's free to stay and observe (highly recommended). Click here to see what one of the  Thought Leader Talks  from the last Advisor Thought Leader Summit looked like.
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Special Celebrity Guests
​Pam Krueger is creator, co-host, executive producer of MoneyTrack, a half-hour TV series about personal finance and investing that has aired on 255 Public Broadcasting Service public television stations nationwide. Pam is also the creator of Wealthramp,  a service that matches individual consumers to independent fiduciary financial advisors. 

Amy Buttell is a champion for financial advisors. Her superpower is translating industry jargon, mish-mashed ideas, and data-based gobbledygook into compulsively readable, clear-as-a-(closing)-bell stories -- stories that actual, non-industry humans want to read. A journalist with 20 years and over a thousand pieces of client-authored content under her belt --  including pieces in the Journal of Financial Planning and The Wall Street Journal Custom Content Labs -- Amy will share everything she knows (in the time she's got!) about writing a book and using credibility content to open doors and turn heads.

John Lindsey, CFP, a.k.a. The Bold Advisor, was with Edward Jones for over 15 years before establishing his independent financial advisory firm, Lindsey and Lindsey Wealth Management, Inc., in 2012 to better serve his client base with an expanded universe of investment offerings. If you'd like to read about his very arduous journey — from being employed by Edward Jones to being the captain of his own ship  (now managing multiple offices and over $400 million AUM) — please visit www.TheBoldAdvisor.com.

Richard Salmen, CFP, CFA, EA, a former air traffic controller with 25 years of financial planning experience, is President of Family Investment Center, a mid-sized RIA with a solid midwest footprint. As past-president of the Financial Planning Association's national board (2009) and then President and 2018 Chair of CFP® Board’s Board of Directors, Richard gained valuable insights into building a credibility platform through "servant leadership." He also served on active duty in the U.S. Army and as a Captain in the U.S. Army Reserve. The KC Business Journal dubbed him “one of the most powerful financial planners in the US."
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Zaneilia  Harris, CFP, is the author of the book, Finance ‘n Stilettos – Money Matters for the Well-Heeled Woman, member of the CNBC Financial Advisor Council, a financial educator, blogger, and fee-only financial planner who is passionate about finances and sharing her expertise with other women so they can become financially savvy. She established Harris & Harris Wealth Management Group to specifically serve African American women in the DC, MD, VA area, as well as nationwide.

Devika Kamboh, CFP, has used seminars and public speaking opportunities to build authority over the past twenty years. A long-time volunteer and leader within the FPA, Devika recently moved to Colorado and established Sohum Financial Planning in tandem with Sohum Mountain Ranch so that she could apply financial planning principals to wellness. Her undergrad degree in economics (New Delhi) and MBA in marketing and operations (Glasgow) add to her success as a professional who helps clients with cross-border planning and wealth management.

Beth Greulich, CFP, is passionate about empowering women to reach financial competence and independence. As a financial planner with Abacus Wealth Partners, a large RIA with offices nationwide, she will share not only how the firm builds brand, how she has built her own reputation -- and how you can too -- whether you are a large, mid-sized or small advisory firm, whether you are bold or mild-mannered, whether you are an accomplished media magnet or thinking about giving it a try.

Bill Keen, CRPC, will share how he and his team at Keen Wealth Advisors, a mid-sized RIA with a solid midwest footprint, have built up their local Kansas City presence through live events (will do over 60 alone this year) coupled with their blog and podcast, Keen On Retirement. Bill also has leveraged his passions and purpose to make good connections in the community through volunteer roles, such as serving on the 
Board of Directors for Angel Flight Central (AFC), a volunteer non-profit organization with the mission of serving people in need by arranging charitable flights for health care or other humanitarian purposes.
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Amy Buttell
​Books and Credibility Content​
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John Lindsey, CFP
​Blogs, Speaking & Media Appearances

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Richard Salmen, CFP
 Leadership Roles as a Success Principle
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Zaneilia Harris, CFP
Books, Blogging & Media Appearances
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Devika Kamboh, CFP
Public Speaking & Seminar Strategies
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Beth Greulich, CFP
Building Trust as a large RIA

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Bill Keen, CRPC
​Blogs, Podcasts, Community Roles & Live Events
MORE THAN JUST LEARNING “HOW TO”
Think of the Advisor Thought Leader Summit as “media training on steroids” – not only will we teach you everything we know about being a media magnet, but …
 
Every participant will walk away with a suite of digital assets to use on their website, in email campaigns and on social media:
  1. ​Photos of you with the celebrities onsite
  2. A video interview with one of the celebrities onsite (your passion, purpose and reason for attending the summit in 2 minutes or less)
  3. A press release to customize and use online and with media outlets
  4. Tips sheets on camera skills and setting up your own video studio in your very own office
  5. Worksheets on how to develop a more compelling message and stronger online presence
  6. A digital copy of Maribeth Kuzmeski’s book, 85 Million Dollar Tips for Financial Advisors
  7. A special Executive Media Manual produced by Impact Communications that will tell you exactly what to do – and what not to do – when working with the media
  8. Option to pre-script with a coach’s help and record live, a longer Thought Leader Talk (see more below)
  9. Special incentives for those who sign up early
    a.  A personalized Media List for your city's media outlets to use as your own + advice on how to use it to share your customized news release, photos and videos from the Advisor Thought Leader Summit
    b.  A pre-event phone call with one of the Faculty members to help you hone your value proposition and show up more ready for the live experience in Kansas City
​These digital assets will give you a credibility-boosting springboard and help you achieve “slightly famous” status with your clients, prospects, centers of influence and local media outlets.
​In addition, Premier Level attendees will shoot a longer Thought Leader video:
​
  • Imagine being able to use your own 8-10 minute video where you are the thought leader presenting to an audience at Rockhurst University in a kind of “TED-Talk” style.
  • This special digital asset will be professionally produced and provided by Impact Communication's Video Productions Group​.
  • Coaching and scripting in advance is included. We will work with you in advance to craft the speech you always wanted to give.​
  • Onsite hair and make-up will be provided for those who want it.
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There is no charge to watch, learn and be inspired as a member of the studio audience on the Premier Advisor Day. Simply show up and respect the process.

​Wherever you are on your professional journey, if you're ready to take the next step up and into the spotlight, please join us for the Advisor Thought Leader Summit on August 12-13 at Rockhurst University.
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2019 Advisor Thought Leader Summit
Rockhurst University
https://www.rockhurst.edu
Kansas City, MO
August 12 & 13, 2019
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  • Agenda
  • Faculty
  • Sponsors
  • Past Events
    • 2019 ATLS Event >
      • 2019 Registration
      • 2019 Why Attend?
      • 2019 Agenda
      • 2019 Faculty
      • 2019 Sponsors
      • 2019 Photos
      • 2019 VIdeos
    • 2018 ATLS Event >
      • 2018 Registration
      • 2018 Why Attend?
      • 2018 Agenda
      • 2018 Faculty
      • 2018 Sponsors
      • 2018 Photos
      • 2018 Videos
  • News
  • Resources
    • Free Resources
    • Virtual Training
  • Contact