2019 Faculty
One of the BIG benefits of being a part of The Advisor Thought Leader Summit is getting to spend time with and learn from these credibility experts. A quick skim of this page will show exactly how they “walk their talk.” These experts were hand selected to serve as Advisor Thought Leader faculty not just because they know their stuff, but because they also live their brands and had created their own credibility platforms. You might even say they are celebrities in their own right.
Another BIG benefit of coming to The Advisor Thought Leader Summit is that you will be seen in their company through social media posts, photos and your special video interview(s) that you can place on your website, and the news release we’ll help you customize and syndicate online. You will enjoy an instant halo effect! As the old saying goes, “we are known by the company we keep” and in today’s transparent, digital world, that saying is truer than ever before.
Rather than just picking “some television has-been” or political figure to come for a speech and provide some “photo ops” to the participants, these professionals will enhance your personal brand.
Another BIG benefit of coming to The Advisor Thought Leader Summit is that you will be seen in their company through social media posts, photos and your special video interview(s) that you can place on your website, and the news release we’ll help you customize and syndicate online. You will enjoy an instant halo effect! As the old saying goes, “we are known by the company we keep” and in today’s transparent, digital world, that saying is truer than ever before.
Rather than just picking “some television has-been” or political figure to come for a speech and provide some “photo ops” to the participants, these professionals will enhance your personal brand.
PR PRO AND MARKETING MAVEN, MARIE SWIFT
Marie Swift, President of Impact Communications, is a nationally recognized consultant who has for over twenty years worked exclusively with some of the industry's top financial institutions, investment advisory and financial planning firms, helping them “up their game” and develop new business.
A top rated speaker at events hosted by FPA, NAPFA, NFL Players Association, Pershing, TD, Schwab, Barron’s, InvestmentNews, Sourcemedia and more, Marie is also a prolific writer and contributes to many of the industry’s leading publications.
As a columnist for Morningstar Advisor, she wrote about marketing and PR for financial advisors. As a contributor to Financial Planning magazine, she wrote cover stories and feature articles that uncovered the success formulas of dozens of independent financial advisors. As a columnist for NAPFA Advisor magazine, she provides insights and advice on how position and market a financial firm in today’s information-saturated, digital world. As a member of the Forbes Agency Council, she provided tips and contributed PR focused content in 2017. As a contributor to MarketWatch, she profiles successful advisors who are demonstrating good marketing strategy.
Marie Swift, President of Impact Communications, is a nationally recognized consultant who has for over twenty years worked exclusively with some of the industry's top financial institutions, investment advisory and financial planning firms, helping them “up their game” and develop new business.
A top rated speaker at events hosted by FPA, NAPFA, NFL Players Association, Pershing, TD, Schwab, Barron’s, InvestmentNews, Sourcemedia and more, Marie is also a prolific writer and contributes to many of the industry’s leading publications.
As a columnist for Morningstar Advisor, she wrote about marketing and PR for financial advisors. As a contributor to Financial Planning magazine, she wrote cover stories and feature articles that uncovered the success formulas of dozens of independent financial advisors. As a columnist for NAPFA Advisor magazine, she provides insights and advice on how position and market a financial firm in today’s information-saturated, digital world. As a member of the Forbes Agency Council, she provided tips and contributed PR focused content in 2017. As a contributor to MarketWatch, she profiles successful advisors who are demonstrating good marketing strategy.
Here Marie Swift is, pictured (lower right corner) in a Forbes Agency Council profile. >>
Marie is also a brand advocate for causes and companies in which she believes. For example, she was hired by TIAA-Cref to appear in videos and write articles aimed at helping financial advisors become better communicators.
As a trainer, she’s worked with numerous independent broker/dealers, custodians, asset management firms, associations, and RIA network conference organizers to teach financial professionals how to use social media, become a better communicator and work with the media. One example: Marie and team will anchor the Social/Digital Hub for the third consecutive year at the Morningstar Investment Conference.
Marie is also a brand advocate for causes and companies in which she believes. For example, she was hired by TIAA-Cref to appear in videos and write articles aimed at helping financial advisors become better communicators.
As a trainer, she’s worked with numerous independent broker/dealers, custodians, asset management firms, associations, and RIA network conference organizers to teach financial professionals how to use social media, become a better communicator and work with the media. One example: Marie and team will anchor the Social/Digital Hub for the third consecutive year at the Morningstar Investment Conference.
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Watch this short clip Marie Swift shot as a brand ambassador for TIAA-Cref. Her polish and professionalism shines through. You can try working with a tele-prompter while at our event in Chicago – it’s actually harder than it looks!
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MARKETING PRO AND ADVISOR COACH, MARIBETH KUZMESKI
Maribeth Kuzmeski, PhD, President of Red Zone Marketing, is a marketing strategist, advisor to financial services companies, bestselling author of seven books, and a professional speaker rated as a Top 25 C-Suite Speaker as seen in Meetings & Conventions Magazine. She speaks on topics including marketing, sales, relationship development, and branding. Venues include InvestmentNews events, The Million Dollar Round Table and Barron’s Top Producer conferences.
Maribeth and her firm personally consult with some of the nation’s top financial professionals and advisors managing from $300 million to over $1 billion in client assets. She and her firm also work with entrepreneurial-minded corporations and salespeople on unique marketing messages, strategic marketing planning, recruiting, and business growth.
Maribeth Kuzmeski, PhD, President of Red Zone Marketing, is a marketing strategist, advisor to financial services companies, bestselling author of seven books, and a professional speaker rated as a Top 25 C-Suite Speaker as seen in Meetings & Conventions Magazine. She speaks on topics including marketing, sales, relationship development, and branding. Venues include InvestmentNews events, The Million Dollar Round Table and Barron’s Top Producer conferences.
Maribeth and her firm personally consult with some of the nation’s top financial professionals and advisors managing from $300 million to over $1 billion in client assets. She and her firm also work with entrepreneurial-minded corporations and salespeople on unique marketing messages, strategic marketing planning, recruiting, and business growth.
Here, Maribeth Kuzmeski is pictured talking about one of her seven books on FoxNews >>
She is a regular media contributor appearing on Fox News, USA Today, The New York Times, Wall Street Journal, Forbes and hosts a popular podcast featuring inspiring businesswomen. Maribeth also has her own charitable foundation supporting women in business, The Red Zone Leadership Foundation. Maribeth has a bachelor’s degree from the Newhouse School of Public Communications at Syracuse University, an MBA from The George Washington University, and a PhD in Business Administration from Oklahoma State University. She also has earned the Certified Speaking Professional designation from the National Speakers Association.
She is a regular media contributor appearing on Fox News, USA Today, The New York Times, Wall Street Journal, Forbes and hosts a popular podcast featuring inspiring businesswomen. Maribeth also has her own charitable foundation supporting women in business, The Red Zone Leadership Foundation. Maribeth has a bachelor’s degree from the Newhouse School of Public Communications at Syracuse University, an MBA from The George Washington University, and a PhD in Business Administration from Oklahoma State University. She also has earned the Certified Speaking Professional designation from the National Speakers Association.
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Check out an excerpt from a keynote Maribeth presented at a top advisors conference. Pretty awesome, huh? Imagine watching her LIVE and learning from her while at The Advisor Thought Leader Summit.
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TELEVISION PERSONALITY AND CONSUMER ADVOCATE, PAM KRUEGER
Pam Krueger, Executive Producer, Co-Host and Creator of the MoneyTrack series on public television (and author of The MoneyTrack Method: A Real Person’s Guide to Successful Investing (Wiley, 2008) brings her knowledge and can-do attitude to viewers nationwide, educating the public on exactly what works and what doesn’t when it comes to investing. While audiences love Pam for her “girl next door” approach, she is equally respected for her years of experience in both the financial and broadcasting industries.
For nine years, Pam worked as a stockbroker, spending much of her time simplifying the world of investing for her clients. She was struck by how everyone seemed to have the very same questions. It was obvious that what people desperately needed was a basic investing 101. She wanted to share that rather than sell it through a brokerage service. Her response was to take her career in a whole new direction and educate consumers through the media. Broadcast television offered the perfect outlet for Pam’s mission to spread her knowledge. Pam made her broadcast debut producing and anchoring on local television networks, including ABC-TV’s Emmy®-Award-winning program Marketplace and nationally on TechTV’s The Money Machine and the award-winning PBS series Money Moves.
Pam Krueger, Executive Producer, Co-Host and Creator of the MoneyTrack series on public television (and author of The MoneyTrack Method: A Real Person’s Guide to Successful Investing (Wiley, 2008) brings her knowledge and can-do attitude to viewers nationwide, educating the public on exactly what works and what doesn’t when it comes to investing. While audiences love Pam for her “girl next door” approach, she is equally respected for her years of experience in both the financial and broadcasting industries.
For nine years, Pam worked as a stockbroker, spending much of her time simplifying the world of investing for her clients. She was struck by how everyone seemed to have the very same questions. It was obvious that what people desperately needed was a basic investing 101. She wanted to share that rather than sell it through a brokerage service. Her response was to take her career in a whole new direction and educate consumers through the media. Broadcast television offered the perfect outlet for Pam’s mission to spread her knowledge. Pam made her broadcast debut producing and anchoring on local television networks, including ABC-TV’s Emmy®-Award-winning program Marketplace and nationally on TechTV’s The Money Machine and the award-winning PBS series Money Moves.
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Here, Pam Krueger is pictured talking about her upcoming MoneyTrack series with co-host Jack Wagner >>
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BOOK AUTHOR AND FINANCIAL ADVISOR CELEBRITY, ZANEILIA HARRIS
Zaneilia Harris is President of Harris & Harris Wealth Management Group, LLC. Her passion is working with executive and professional women who are going through major life transitions, such as marriage, divorce, and widowhood, and need financial guidance to achieve their personal goals. Because of her passion, she is re-launching her teleconference series, Heels of Success. She wants to share positive money stories to combat the negativity in the media around women and their finances. Zaneilia is a shoe lover, appreciates quality, and recognizes the power of words and compound interest.
Zaneilia 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 CERTIFIED FINANCIAL PLANNER™ who is passionate about finances and sharing her expertise with other women so they can become financially savvy. Connections and relationships are very important, that’s why she enjoys getting to know and understand her clients and spending time with family and friends. That’s why she celebrates who she is – a wife, mother, experience professional and entrepreneur – because it helps her connect to the needs, hopes and expectations of her clients.
Zaneilia Harris is President of Harris & Harris Wealth Management Group, LLC. Her passion is working with executive and professional women who are going through major life transitions, such as marriage, divorce, and widowhood, and need financial guidance to achieve their personal goals. Because of her passion, she is re-launching her teleconference series, Heels of Success. She wants to share positive money stories to combat the negativity in the media around women and their finances. Zaneilia is a shoe lover, appreciates quality, and recognizes the power of words and compound interest.
Zaneilia 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 CERTIFIED FINANCIAL PLANNER™ who is passionate about finances and sharing her expertise with other women so they can become financially savvy. Connections and relationships are very important, that’s why she enjoys getting to know and understand her clients and spending time with family and friends. That’s why she celebrates who she is – a wife, mother, experience professional and entrepreneur – because it helps her connect to the needs, hopes and expectations of her clients.
She brings a wealth of knowledge gained from her more than 20 years of experience in the financial and accounting industry. Her expertise has been featured in prominent publications and media outlets such as the Wall Street Journal, CNBC, US News & World Report, Forbes, Today Money, Women’s Day, Essence, Black Enterprise, Women’s Wear Daily, and PBS.
Here, Zaneilia Harris is pictured appearing on CNBC>>
Here, Zaneilia Harris is pictured appearing on CNBC>>
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Connect with Zaneilia on social media or email
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SERVANT LEADER AND INDUSTRY INFLUENTIAL, RICHARD SALMEN
Richard C. Salmen, CFP®, CFA, EA, joined Family Investment Center in January 2018. He graduated summa cum laude with a Bachelor of Science in Business Management from the University of Nebraska at Kearney and was a graduate business scholar while receiving his Master of Business Administration (MBA) degree from the University of Kansas. Richard is a Certified Financial Planner (CFP®) as well as a Certified Trust & Financial Advisor (CTFA). The CFA Institute Board of Governors awarded him the Chartered Financial Analyst (CFA®) charter. As an Enrolled Agent (EA), he is authorized to represent taxpayers before the Internal Revenue Service at all levels.
Richard C. Salmen, CFP®, CFA, EA, joined Family Investment Center in January 2018. He graduated summa cum laude with a Bachelor of Science in Business Management from the University of Nebraska at Kearney and was a graduate business scholar while receiving his Master of Business Administration (MBA) degree from the University of Kansas. Richard is a Certified Financial Planner (CFP®) as well as a Certified Trust & Financial Advisor (CTFA). The CFA Institute Board of Governors awarded him the Chartered Financial Analyst (CFA®) charter. As an Enrolled Agent (EA), he is authorized to represent taxpayers before the Internal Revenue Service at all levels.
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In 2006, Richard began a three-year term as a member of the national board of directors for the Financial Planning Association (FPA) based in Denver, Colorado, ultimately serving as national President in 2009. He served as FPA national Chairman for 2010. In November 2014 Richard was elected to serve a four-year term on the Board of Directors for the Certified Financial Planner Board of Standards, Inc., beginning January 1, 2015. He was elected by the Board of Directors to serve as Chair-Elect of Certified Financial Planner Board of Standards, Inc. for 2017 and Chair in 2018.
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Richard was recognized as a recipient of the 2016 Heart of Financial Planning award. The 2016 Heart of Financial Planning Award recognizes individual professionals, financial planning firms, and organizations that engage in extraordinary work, contributing and giving back to the planning community and public through financial planning.
Here, Richard Salmen is pictured during an Investopedia interview >>
Here, Richard Salmen is pictured during an Investopedia interview >>