Join Dick Wagner & Don St. Clair as they explore the historicity of money, the future of inflation and entitlements, and the implications for our profession.

The majority of advisers today do not optimize the website traffic they get, and leave tremendous potential on the table. Worst of all, most don't have any idea that this inefficiency exists in their practice today! Learn how to generate more meaningful leads and use your website most effectively.

This session will provide practical tools and techniques for veteran planners and those new to the industry, equip them to arrive at better financial planning solutions with their clients and make client relationships richer and stronger at every step of the process.

Learn the secrets to building more productive collaborative relationships with attorneys and CPAs. This session will address what estate/business planning attorneys and CPAs look for in building collaborative and reciprocal relationships with financial planners, providing concrete suggestions as to what you can do today to build profitable and productive relationships with these key client influencers.