Keynote Sessions
Success in financial advising goes beyond the numbers—it’s about strategy, leadership, and delivering meaningful client experiences. This year’s keynote speakers will bring fresh perspectives and actionable insights to help you refine your approach, scale your business, and differentiate your firm in an evolving industry. Through cutting-edge planning strategies and transformative ideas, they’ll challenge you to think differently, work smarter, and create lasting impact for your clients.
Stephanie Bogan
How to Build a High Growth, High Profit, High Happiness Advisory Firm
Thursday, May 8, 2025 | 8:30-9:30 AM
Many skilled advisors struggle to balance the demands of growing their practices, often working harder but earning less than they'd like. In this session, Stephanie will share the strategies employed by a group of high-performing advisors who grow three times faster, earn three times more income, and enjoy three times more time off than their peers.
You’ll discover how these advisors transformed their businesses by shifting their mindsets, boosting productivity, and differentiating their firms. Stephanie will guide you through the proven practices that enabled them to deepen client value, streamline operations, and build hyper-efficient practices—resulting in both professional success and personal freedom.
Key Takeaways:
- Mindset Mastery: Understand how adopting a growth-oriented mindset drives business success and personal satisfaction.
- Optimize Productivity: Learn techniques to streamline operations, enhance efficiency, and reduce workload while improving client service.
- Deeper Client Value: Discover how to deliver specialized services and personalized attention more efficiently, creating more profound value and higher margins.
About Stephanie
Over a respected 30-year career, Stephanie Bogan has consulted with the profession’s top firms and leaders to create new levels of success. A regular speaker and writer, Stephanie authored The Power of Practice Management and has written for every major publication, including columns for Financial Planning and Investment News.
Scott P. Gill, MBA, IACCP®
Leveraging the Power of Expertise to Build and Scale Your Business
Friday, May 9, 2025 | 8:30-9:30 AM
Building and scaling a business can be one of the most challenging undertakings in an entrepreneur's career. With more questions than answers, decision fatigue can often feel more prevalent than progress. The uncertainty never fully fades, and business owners need a strong foundation to maintain the stamina required to push forward. In those moments, the power of expertise is always a reliable source of strength. Let’s dive into it!
Key Takeaways:
- Dual Perspectives: Learn how to view your business from both the bottom-up and the top-down simultaneously to understand its potential comprehensively.
- Mission and Values: Explore maintaining your company’s mission and core values while growing and expanding your team.
- Success Mindset: Understand how adopting the mindset of “assuming the success of your short-term goals” can help you avoid getting stuck in your business’s current state.
About Scott:
Scott P. Gill, MBA, IACCP® is an experienced compliance consultant with a strong background in RIA and broker-dealer compliance. He began his financial services career in 2006 as a Registered Representative with E*Trade Financial in Alpharetta, GA. Scott has also worked with J.P. Morgan Private Banking in Chicago, IL and with Wells Fargo Advisors in Chapel Hill, NC.
Scott previously held the title of Compliance Officer at Carolinas Investment Consulting in Charlotte, NC. This dually registered RIA and Broker-Dealer firm manages approximately $1 billion in Assets Under Management. He’s a graduate of the University of North Carolina at Chapel Hill and formerly held FINRA Series 7, 63, 65, 24, 4 and 53 Licenses.
More recently, Scott was employed as Director of Compliance and Senior Compliance Consultant for XY Planning Network. There, he pioneered, designed, and developed the suite of compliance services as the firm experienced growth from roughly 150 firms to over 1,200 firms in just four years.
Scott lives in Charlotte, NC, with his wife Meredith, their two sons, Tyson and Jackson and daughter Eva. In his free time, Scott enjoys watching sports, exercising, and operating the charitable organization he created upon his father’s passing.
Dennis Moseley-Williams
Building Belonging: Every Practice a Community, Every Client a Member
Friday, May 9, 2025 | 4:30-5:30 PM
Build Belonging is about transitioning from being just another advisor competing for attention to becoming the leader of a tribe. It’s not about serving everyone; it’s about finding your someone—clients who don’t just work with you but feel they genuinely belong with you.
Key Takeaways:
- Stand Out from Commoditization: Learn how to offer clients something unique that they can't find elsewhere, setting you apart from the competition.
- Build a Community: Discover how to create a loyal community around a "big idea" that encourages referrals and long-term relationships, rather than just building a client list.
- Craft Meaningful Experiences: Understand how to design and stage personalized, memorable experiences that create a story your clients will want to share.
About Dennis:
Dennis Moseley-Williams is an expert in customer experience, which is the predominant economic offering in the world today. He delivers captivating presentations that teach organizations how to create transformative experiences for clients, customers, and employees.
Dennis is the founder of Dennis Moseley-Williams Strategic Consulting and co-founder of the Serious Shift Community for financial advisors. He’s a pioneering member of The World Experience Organization and a contributor to several online experience design courses for advisors.
Dennis is also the author of Serious Shift: How Experience Staging Can Save Your Practice, a guidebook on how the experience economy can be adapted specifically to the financial services industry.
Join Us & Elevate Your Practice
These keynote sessions aren’t just talks but roadmaps to building a more fulfilling, impactful, and thriving financial practice. Don’t miss the opportunity to learn from industry leaders who have helped firms transform their businesses and client relationships.
