Cale Smith, CIO of Bastion Fiduciary, will outline the major steps, key decisions and lessons learned when this fee-only RIA decided to convert an in-house model portfolio into an actively managed Exchange Traded Fund available to anyone. Cale will discuss the strategic factors behind their decision to launch their first ETF, the financial impacts on the company, and management's expectations on the firm’s margins and growth.
Artificial Intelligence is transforming the financial planning and counseling professions, offering tools to enhance efficiency, improve client experiences, and deliver powerful insights.
Are you a personal finance & investing enthusiast who loves teaching others? Curious how to build a career and monetize your passion through teaching? Rob Shaye, CFP®, has built a business generating $350k/yr teaching personal finance to employees at large companies and students at UC Berkeley.
Are you struggling to connect with clients who feel disempowered or disengaged in their financial lives? This presentation will focus on providing planners, advisors, and coaches with insights for working with and drawing out these clients. Daniel has focused on working with young widows and dual-military couples in his RIA since launching in 2018 and will share his meeting processes, tactics for entry-level understanding and utilization of SFFT, and the impacts this approach can have on clients. You don’t need to be a therapist to start implementing these helpful approaches right away! You will walk away with a deeper understanding of leveraging a clients’ past strengths, learn how to utilize scaling questions across a variety of topics, and integrate evidence-based, therapeutic techniques of SFFT with to help them feel heard, valued, appreciated, and ultimately empowered in their finances.