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The Model FA

Dec 28, 2021

Bill Cates is the founder of Referral Coach International and the Cates Academy for Referral Marketing. He is a client acquisition expert and the author of several books, including Get More Referrals Now and Radical Relevance. For over 25 years, Bill has helped financial professionals move from incremental to...


Dec 21, 2021

Julie Littlechild is the Founder and CEO of Absolute Engagement, a company that helps financial advisors and financial advisory firms use client feedback to drive engagement and growth. Julie is committed to leading Absolute Engagement’s research and insights to help financial advisors create a differentiated client...


Dec 14, 2021

Cory Roberson is the Founder and Principal of FIN Compliance, a consortium of compliance, consulting, and business management solutions designed to help investment firms structure, maintain, and develop their internal regulatory programs. An established public speaker, Cory has delivered speeches in several...


Dec 7, 2021

Bo Howell is the Founder, Chairman, and CEO of Joot, a fintech organization that provides compliance tech and services for investment advisors. After serving in the U.S. Navy, Bo worked at the U.S. Securities and Exchange Commission (SEC) as Senior Counsel in the Division of Investment Management. He then worked...


Nov 30, 2021

Jon Mauney is the General Manager at Betterment, where he also leads the Betterment for Advisors team. Betterment is an organization that empowers financial advisors to do what’s best for their client’s wealth journey. Before joining Betterment in 2013, Jon worked in data analytics and served as a Senior Consultant...