Financial Speakers

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	MARK BLUMENTHAL	Details
	Mark Blumenthal is the Chairman of Family Office Services group and Senior Real Estate and Private Equity/Venture Capital Tax Partner with a leading CPA/Consulting firm. He serves as a strategic advisor to affluent families, family offices, mature private businesses and private equity/venture capital funds. TRAVELS FROM: Illinois FEE CATEGORY: B ($5.5 to 10k)


	ANGIE HOLLERICH	Details
	Training in corporations and presenting at conferences, Angie Hollerich's down-to-earth style immediately engages her audiences and totally energizes them with her fun, interactive presentations and programs. Angie has taken her life experiences, “good and bad”, and developed thought-provoking programs that allow the participant to recognize their ability to overcome any obstacle that gets in their way. TRAVELS FROM: Ohio FEE CATEGORY: A ($5,000 or less)


	MICHAEL KITCES	Details
	Michael E. Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL, CWPP™is director of financial planning for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees more than $500 million of client assets. He is an active writer and editor and has been featured in publications including Financial Planning, Journal of Financial Planning, Journal of Retirement Planning, Practical Tax Strategies, Leimberg Information Services, as well as The Wall Street Journal, Businessweek, CNBC Powerlunch, NBC Nightly News, and more. TRAVELS FROM: Maryland FEE CATEGORY: A ($5k or less)


	SCOTT MACKILLOP	Details
	Scott MacKillop is co-founder and president of a consulting firm that works with financial institutions, investment advisors and money management firms to develop, or improve, their managed account or investment consulting capabilities. He speaks frequently to industry gatherings and has authored numerous articles on topics including managed accounts, investment consulting and behavioral finance. TRAVELS FROM: Colorado FEE CATEGORY: B ($5.5-10k)


	ED SLOTT	Details
	Ed Slott was named as The Best source for IRA advice by The Wall Street Journal and called America's IRA Expert by Mutual Funds Magazine. He is a nationally recognized IRA distribution expert and a professional speaker. Ed regularly presents continuing professional education seminars on IRA distribution planning and estate planning at major conferences for Financial Advisor firms, Mutual Fund Companies, Brokerage Firms, TRAVELS FROM: New York FEE CATEGORY: C ($10.5 to 15k)


	RON SURZ	Details
	With more than 30 years experience in the investment industry, Ron Surz's original research has been published in numerous professional journals such as Journal of Investing, The Journal of Portfolio Management, The Financial Analysts Journal, and The Journal of Performance Measurement. Ron is the leading authority in performance analytics , especially performance attribution. Ron receives standing ovations, consistently high marks and is occasionally hoisted upon the shoulders of his peers and devout followers. TRAVELS FROM: California FEE CATEGORY: A ($5k or less)


	DON TRONE	Details
	Don Trone is the CEO of Fiduciary360, which coordinates the resources of the Foundation for Fiduciary Studies; the Center for Fiduciary Studies, which operates in association with the University of Pittsburghs Katz Graduate School of Business; and, Fiduciary Analytics which develops web-based tools to support the decision making process of investment fiduciaries. TRAVELS FROM: Pennsylvania FEE CATEGORY: A ($5k or less)


	LLOYD WILLIAMS	Details
	Lloyd Williams is a nationally recognized author, executive coach, trainer and speaker. He has conducted seminars, workshops and keynote addresses in the financial services industry for over a decade. As an in-the-trenches advisor, his business grew at 35% a year while he worked only one day a week. TRAVELS FROM: Canada FEE CATEGORY: B ($5.5-10k)

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HOT FINANCIAL SPEAKERS FOR 2007

Joining Our Line-up of Speakers

Michael Broome - Leadership expert, his topic Be a People Power Person!: Leadership, Service, and Teamwork is a sure winner with any crowd.

Marcie Callan - Marketing specialist and creator of the "Do It Yourself" Marketing audio program.

Kevin Carroll - Professional speaker, trainer and facilitator. His passion is helping his clients think creatively and communicate persuasively.

Robert Cialdini - His book, Influence: Science and Practice, has sold more than 1 million copies and been published in 20 languages.

Dr. Bill Conerly - The consultant who connects the dots between the economy and business decisions.

Yossi Ghinsberg - Motivational speaker and author of Heart of the Amazon.

John Huggard - Author of Investing With Variable Annuities.

Robert Krumroy - The creator and CEO of E-Relationship, the patented financial industry connection tool for clients and prospects.

New Books, New Topics

Joe Calloway - New book entitled Work Like You're Showing Off.

Steve Gresham - New book entitled Advisor for Life

Ron Carson & Steve Sanduski. Co-author's of recently released book, Avalanche.

Barry Asmus. Author of Bulls Don't Blush, Bears Don't Die.Jeff Thredgold. The author of econAmerica: Why the American Economy is Alive and Well.

Azim Jamal - Author of The Power of Giving. Presentation topic: Unleash Your Potential the Corporate Sufi Way.

Stan Hustad - Author of You Make the Difference. Presentation topic: Marketing YOU and Yourself.

Bob Harrer - Author of The San Andreas is Not My Fault. Presentation topic: Networking without a Net.

Dennis Haber - Presentation topic: Understanding the Power of Reverse Mortgages.

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