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By Nora Bowen Outreach

Implement Now: Practice Management Virtual Summit

5 minute read
Implement Now: Practice Management Virtual Summit Featured Image

At Twenty Over Ten, we pride ourselves on developing the best websites for financial advisors, but beyond that we also help financial advisers stay on the forefront of the industry. Ryan, our Co-founder is a featured speaker at the Implement Now Practice Management Virtual Summit. Register by March 13th and use offer code TOT20 to save $20 your registration fee. 

What is Implement Now?

The Independent Advisor’s Implement Now Practice Management Virtual Summit is a Virtual Conference hosted by Kristin Harad, CFP®, marketing coach for independent advisors. From March 14th to March 18th, advisors can tune in for open conversations with top-level practice management experts who dive into the “how to’s” and specific steps for moving the needle in your practice.

Ryan will be joining 25 other industry professionals at this virtual event for a week of practice management training. They’ll be digging deep into the details — specific, impactful actions — so you walk away knowing exactly what you need to do next when it comes to marketing, technology, and overall business operations. We sat down with Ryan to talk with him about the summit:

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1. How’d you get involved in this summit?

I met Kristin Harad, who organizes the summit each year, at a NAPFA conference a couple years ago. We realized immediately that our objectives were in sync and we were both preaching similar messages to financial advisors about marketing themselves online. Kristin came to a presentation I gave and after we had a great discussion about giving advisors access to good design and the ability to easily communicate their brand via digital marketing.

“Ever since that time, we have stayed in touch and I was honored to be asked to be one of the presenters at this year’s event.”

2. Why is this such an important helpful virtual summit?

It can be incredibly costly to attend a couple of good conferences each year that have great speakers lined up. With this event, you get access to 25 financial planning industry thought leaders who will share their insight and specific take-aways for improving your practice. This conference is titled “Implement Now” for a reason – you will walk away with easy-to-follow “how-to” advice that can transform your practice.

3. If you were able to choose your topic, what made you choose this topic?

As a Professor of Design at Penn State and the Co-Founder and Lead Designer of a web development company, it made sense that my topic was “Your Website: Design For Action”.

“I truly believe that good design should be at the core of your business, engaging your clients (both current and prospective) to help you educate and connect.”

4. Who are you excited to listen to speak?

It’s always a pleasure to listen to Michael Kitces, one of the most prolific contributors’ to the industry. He will be talking about how he maintains a healthy lifestyle and stays so productive while keeping a very hectic travel schedule. I’m always interested to hear how other entrepreneurs manage their limited time and resources. I’m also looking forward to Bill Winterberg’s talk about video production. Bill does a great job creating and sharing videos that not only educate but also entertain. There are many more, click here to see the full agenda.

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Register by March 13th and use offer code TOT20 to save $20 your registration fee. 

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