Event Information
NAPFA Webinar - Are you 2020 "Virtual" Advice Ready? (A NAPFA Peer-to-Peer Panel)
Online Webinar
Thursday, April 30, 2020
4:00 PM - 5:00 PM
iCalendar
Central Standard Time
A Peer-to-Peer Panel moderated by Steve Crawford of The Advice Movement
Panelists: Meg Bartelt, Cameo Roberson and Mary Beth Storjohann
Thursday, April 30, 2020 at 4:00 - 5:00 PM ET (3:00 PM CT, 1:00 PM PT)
Earn: 1 NAPFA CE in K - Marketing and Practice Management
Member: Free; Non-Member: $39
In this current environment, being able to successfully run your business virtually - either for a short or extended period of time - is a non-negotiable. Most of us have some aspect of our business that we run virtually... but can you run your entire business virtually for 30, 60, 90+ days? The NAPFA Family are here to help... we've assembled three of the best 'virtual' Advisors in our network and we've made them available for this Q&A style Webinar. We'll cover some basic stuff, but much more focus will be on what you should, and shouldn't do when it comes to running your firm virtually. Specifically the things we're going to cover include:
• Technology needed to get the work done
• Maintaining and cultivating client relationships when operating virtually
• Communication styles that translate well in a virtual environment
• Practical aspects of managing teams virtually
Steve Crawford is a Retirement Income Specialist who brings a broad perspective on how retirees take income in today’s market. In particular, he provides hands-on experience and insights for one of the most unique variable annuity income features in the industry, i4LIFE® Advantage.
Steve joined Lincoln Financial Group in 1999 working in Operations. He managed the Relationship Management area and the Problem Resolution team before joining Lincoln Financial Distributors in 2008. Prior to joining Lincoln, Steve was a firefighter for 10 years. Steve is a graduate of Indiana University and Indiana Wesleyan University with an AS in Criminal Justice and BS in Business Management respectively. Steve spoke at the NAPFA 2019 Fall Conference and will be presenting at the NAPFA Connect virtual event on May 8th.
Meg Bartelt, CFP® is the founder of Flow Financial Planning, a virtual, fee-only firm that specializes in women in their early-to-mid career in the tech industry. Before Flow, Meg worked for fee-only Registered Investment Advisors in southeastern Virginia. Prior to becoming a financial planner, Meg worked as a technical writer for 10 years in the San Francisco Bay Area, mostly in the software-security sector. Today she lives in Bellingham, WA with her family, wearing fleece and eating kale.
Cameo Roberson, AAMS® founded Atlas Park Consulting, a virtual COO platform helping financial advisors better manage people, process & tech; and Atlas Park Finance, a fee only practice helping women entrepreneurs plan for and build their business success story. Spending 15 years in client service and operations, Cameo worked for small, mid and large RIAs in the San Francisco Bay Area. She resides in the East Bay and remains a Golden State Warriors fan (despite the season)!
Mary Beth Storjohann, CFP® has over 15 years of experience in the financial services industry. She works as an author, speaker, and financial coach to apply a fun, albeit no-nonsense approach in working with individuals and couples across the country, helping them make smart choices with their money. She is the Founder of Workable Wealth, a financial education and empowerment platform, host of the Work Your Wealth Podcast, and serves as Chief Marketing Officer and Partner at Abacus Wealth Partners, a fee-only, independent firm.