A Financial Leadership Conference
Raising the Standards for Active Financial Leadership


Meet Tim

Tim is a financial advisor that was asked to give a 2nd opinion to an investor named Dan. When introduced, Dan mentioned that he was already working with an advisor.

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Meet Dan

Dan is a hedge fund trader in Chicago making a tremendous living for himself. He is 45 years old and has been saving for retirement ever since he started his career at 22 years old.

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Meet Sally

Sally is 38 years old and the mother of 3 children. She and her husband have a financial advisor who is helping them save for retirement and for their kids’ college.

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