Holly Wilkerson
Executive Director
FPA of San Francisco
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Email info@fpasf.org
Website www.fpasf.org
Program Description:
There is no shortage of technology solutions today that offer Advisors better methods for operating, marketing and managing their business. However, adopting a new technology can also be a significant cost on your business, in time, money and employee productivity. If you do not have a plan to implement and engage employees to use the tools, your technology investment is destined for failure. Greg Friedman, CEO of Private Ocean & Junxure CRM will provide specific strategies and tactics to gain firm wide buy in of new technology tools. Using Private Ocean as a case study, Greg will discuss the importance of leadership buy-in, methods for gaining consistent and effective usage across the firm employees that will result in maximum real return on your technology investments.
Speaker Bios:
Greg H. Friedman (Keynote Speaker & Panel Moderator)
Greg is co-founder and president of Private Ocean, one of the West Coast's leading wealth management firms. He’s also founder and president of Junxure, a practice improvement firm that integrates software, training and consulting to help advisors streamline operations, deliver exceptional client service and grow their practices intelligently.
Greg is widely recognized as one of the nation’s top financial advisors. In 2008, Financial Planning Magazine named him to their elite list of “Movers and Shakers.” In 2008 and 2009, Investment Advisor Magazine included Greg in its list of Top 25 most influential financial advisors. He is one of a select few advisors to be named in consecutive years. In 2008, Charles Schwab Institutional presented Greg’s previous firm, Friedman & Associates, with its prestigious IMPACT Award™ for “Best in Tech”. Most recently, Financial Planning honored Greg with one of its Influencer Awards, presented to six advisors “whose innovative ideas and wide-reaching work are forging new paths for the planning industry.”
Steve Lockshin
Steve Lockshin is an entrepreneur within the wealth advisory industry. In 1994 Lockshin
founded Convergent Wealth Advisors (formerly CMS Financial Services) and served as CEO for 18 years; and then Chairman from June 2012 through 2014. Under his leadership the company became one of the largest wealth advisory firms in the industry, perennially recognized as a top Registered Investment Advisor to the ultra-affluent. Steve has been ranked #1 by Barron’s in both their state (CA) and national rankings in numerous periods. Convergent Wealth Advisors was sold to City National Bank (now NYSE:RY) in 2007.
Steve was also an influencer in the technology side of the industry. In 1995, while developing what became Convergent, Steve founded CMS Reporting; now known as Fortigent, LLC, a leading provider of outsourced wealth management and reporting solutions. Fortigent was acquired by LPL Financial Holdings, Inc. (NASDAQ:LPLA) in 2012.
Since turning over the reins as CEO of Convergent, Lockshin has focused his efforts on serving as a champion for the fiduciary standard. In September 2013, his book Get Wise to Your Advisor was published, offering investors insights on how to find a capable, “true-fiduciary” advisor.
The bulk of Lockshin’s time is spent re-imagining the industry from both a services and technology perspective, the efforts of which can be seen through his newest RIA ventures, AdvicePeriod and AdvicePeriod for Advisors, while also playing an active role at numerous FinTech ventures where he is an investor and advisor.
Lockshin is a frequent conference speaker at Barron’s, IMCA, the American Banker’s Association, and other industry events. He holds the Investment Management Consultants Association’s Certified Investment Management Analyst designation (CIMA) and the Investment Strategist Certificate.
Patrick Beaudan
Dr. Patrick Beaudan is the CEO of Belvedere Advisors. Prior to founding the company in 2002, Dr. Beaudan was the Chief Executive Officer of Equity Capital Network, a venture capital firm operating in the US and in Europe. Previously, Dr. Beaudan was a Vice President atLehman Brothers in charge of the firm's European strategy, product development and corporate mergers and acquisitions. He joinedLehman Brothers from McKinsey & Company, a global management consulting firm where he worked primarily with financial institutions and healthcare companies in North America. Dr. Beaudan is a reserve officer in the French air force and the author of several scientific papers, and he has been a lecturer in finance at the Ecole des Hautes Etudes Commerciales in Paris, France.
Dr. Beaudan holds a Ph.D. in mechanical engineering from Stanford University, and an M.S and B.Sc. Summa Cum Laude in aeronautical engineering from the State University of New York.
Ajay Agrawal, COO Envestnet Retirement Solutions
Mr. Agrawal has eighteen years of experience in the financial services industry and currently oversees operations for Envestnet Retirement Solutions (ERS). ERS provides fiduciary services and a practice platform for advisors in the retirement space. Agrawal joined Envestnet in 2002 and led the development of the Envestnet advisory practice platform for institutional clients. Before joining Envestnet, he worked at DE Shaw & Co where he oversaw the group for management of data on financial instruments which fed the quantitative trading algorithms. Prior to that, Agrawal was with AT&T Bell Labs where he led the development of network monitoring/management systems based on artificial intelligence techniques.
Agrawal received a bachelor's degree in Engineering from IIT Kanpur and a master's degree in Engineering from Cornell University. He is also Series 65 licensed.
Meeting Agenda:
4:00pm Registration
4:15pm Announcements & Sponsors
4:30pm Keynote Speaker & Panel Discussion
5:45 pm Q & A
6:00pm Program Ends
Members | Non-Members | |
Early Bird Registration |
$50 | $75 |
Regular Registration (After September 9, 2016) | $70 | $95 |
You may register online after September 9, 2016, however, you will be charged the Regular Registration price. Online registration closes at midnight, September 11, 2016.
*This practice management topic does not qualify for CE credit.
Thank You to Our Event Sponsor:
FPASF Members - Come spend an enjoyable evening mixing and mingling over delicious food and spirits at Palio! We hope you can join us for the fun. We have a lot to celebrate together!