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Flat Fee, Advice Only, and Hourly Financial Planners (or those interested in being one) are meeting up in Overland Park, KS!About this Event
We are the Transparent Advisor Movement, www.transparentfinancialadvisor.com
Bringing logic, clarity, and fairness to financial advice
We welcome all flat fee advisors, advice only planners, and hourly advisors - or just anyone who simply believes in transparency in financial advice - to atttend our events.
Agenda
🕑: 10:00 AM - 10:15 AM
Welcome and Round the Table Intros
🕑: 10:15 AM - 10:45 AM
Advisor-Led Discussion, "Flat Fee challenges and solutions"
Host: Mike Pyle, Challenge Everything Financial
🕑: 10:45 AM - 11:15 AM
Speed Networking - switch up every 3 minutes
🕑: 11:15 AM - 11:45 PM
"The Execution Gap: Building Execution Into Your AO practice"
Host: James Hargrave, CFPⓇ
🕑: 11:45 AM - 12:15 PM
What I built with AI for my planning practice
Host: Phil Durbin, Advice Only planner
🕑: 12:15 PM - 01:00 PM
Conclusion and Group Picture
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Event venue & nearby stays
11814 W 135th St, 11814 West 135th Street, Overland Park, United States
Tickets
USD 54.53
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