Loading...

We Invite You to San Diego

Meet with your peers and hear from industry experts on a variety of timely practice management and technology topics. ​It’s a great opportunity to take back what you’ve learned at the conference and apply it to your practice.

The SSG Conference is Free to Attend! All you need to do is register.

Join us for the SSG Beach Party on Friday, April 20th, 6:00 – 9:00 p.m.

At The Beautiful Paradise Point Resort & Spa

Visit Paradise Point

Keynote Speaker

Brent Gleeson is a Navy SEAL combat veteran with multiple tours to Iraq and Africa and other theaters of war. Upon leaving SEAL Team 5, Brent turned his discipline and battlefield lessons to the world of business and has become an accomplished entrepreneur, author, and acclaimed speaker on topics ranging from leadership and building high performance teams to culture and organizational transformation. You can learn more about his leadership philosophies in his weekly columns on Inc.com and Forbes.com.

He has also starred in several reality shows including NBC’s Stars Earn Stripes where he and Chris Kyle of America Sniper along with other special operations professionals were paired with celebrities to compete and raise money for charities like Wounded Warrior Project.

He is the author of TakingPoint: A Navy SEAL’s 10 Fail Safe Principles for Leading Through Change, which will be published by Simon & Schuster on Feb. 20, 2018. Between his experiences in the SEAL Teams and building award winning organizations that have topped the Inc. 500 list of fastest growing companies, Brent has become a business transformation expert. TakingPoint highlights his ten principle program all leaders and managers will need to lead change and achieve winning results in the twenty-first century business landscape.

Learn more about Brent at http://www.brentgleesonspeaker.com/

Some of 2018 Speakers Include

Angie Herbers, CEO
Angie Herbers, CEO
Angie Herbers is founder and CEO of Angie Herbers LLC, FourPointe Consulting and Beyond U Inc. She brings over 16 years of experience guiding financial advisors to long-term, scalable growth by creating and executing holistic growth strategies to manage the eight areas of practice management: leadership, corporate finance, client service, operations, management, human capital, sales and marketing.
Bob Veres, Writer
Bob Veres, Writer
Bob Veres is editor and publisher of the Inside Information interactive guide to trends and innovations in the profession, and contributing editor and columnist for Financial Planning magazine. In addition, Mr. Veres co-produces the Insider’s Forum conference for independent financial advisory firms.
Geoffrey Brown, CAE
Geoffrey Brown, CAE
Geoffrey E. Brown, CAE, is the chief executive officer of the National Association of Personal Financial Advisors (NAPFA). In this role, he is responsible for the association’s strategic direction, external relations, and ensuring its operational success.
Shannon Pike, CFP
Shannon Pike, CFP
Shannon J. Pike currently serves on the Board of Directors as the 2018 National Chair ​for the Financial Planning Association® (FPA®), the largest membership organization for CFP® professionals, and includes many others who support the financial planning process.
Stacy Francis, CFP, CDFA, CES
Stacy Francis, CFP, CDFA, CESPresident and CEO of Francis Financial, Inc.
Stacy is the President and CEO of Francis Financial, Inc., a fee-only boutique Wealth Management, Financial Planning and Divorce Financial Planning firm dedicated to providing ongoing comprehensive advice for high-achieving women and couples in transition.
See Full Lineup of Conference Speakers

2017 Highlight Reel

Thank You To Our National Sponsor

See All Conference Sponsors & Learn More About Sponsoring