3 Strategic Shifts That Unlock Growth for Financial Advisors
Proven Approaches That Drive Sustainable Growth
GAIN INSTANT ACCESS TO OUR expert panel discussion
Struggling to grow your practice while keeping up with daily demands?
You know your financial planning expertise adds real value for clients.
You also know there is never enough time to do everything you feel pulled to do.
This panel brings together three experts who help financial advisors manage time,
grow business, and strengthen their market presence.
Kathleen Burns Kingbury
is a sought-after keynote speaker and consultant on the topics of women and wealth and behavioral finance.
Sarah Reiff-Hekking, Ph.D.
helps Financial Advisors get a grip on their time so they can have the profitable business and the whole life that they want.
Tara Johnson
blends thoughtful strategy with practical execution, ensuring every brand has both a strong foundation and a plan that’s realistic to maintain.
Business Development
Learn how to attract the right clients and build relationships that lead to lasting, high-value engagements.
Sustainable Practice Growth
Build a legal practice that aligns with your goals and supports long-term success - professionally and personally.
Time & energy MANAGEMENT
Gain tools to manage your caseload, calendar, and capacity without sacrificing well-being or client service.
This conversation will be practical, direct, and designed for financial advisors
who want specific habits and tools they can use right away.
What We Will Cover
You will walk away with frameworks you can apply the next day:
How to make time your ally instead of your to-do list’s biggest obstacle (Sarah Reiff-Hekking, time management)
How to communicate your value confidently to prospects, clients, and centers of influence (Kathleen Burns Kingsbury, business development and client engagement).
How to position your expertise so the right clients recognize your value, understand what makes you different, and are motivated to engage with you and your firm. (Tara Johnson, marketing)
This is not theory. You will hear how each expert helps financial advisors refine what matters,
cut back on what drains time, and build systems that support consistent growth.
REGISTRATION CLOSES IN
More About Our Expert Panelists
Kathleen Burns Kingbury
Wealth psychology expert and coach Kathleen Burns Kingsbury, founder of KBK Wealth Connection, is an internationally published author and speaker. Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life is Kathleen’s fifth book. Named one of nine amazing conference speakers by InvestmentNews, Kathleen is a sought-after keynote speaker and consultant on the topics of women and wealth and behavioral finance. Her mission is to empower women, couples, and families (and the advisors who serve them) to shatter money taboos and communicate more effectively about financial matters.
Dr. Sarah Reiff-Hekking
Dr. Sarah Reiff-Hekking is the founder of True Focus Coaching Inc. She is a speaker, coach, and Productivity and Time Management Expert with over 20 years of experience empowering entrepreneurs, small business owners, professionals, and executives to get a grip on time so that they can get to the next level in their lives and businesses. As Dr. Sarah’s clients can attest, it’s not just about managing time – it’s about creating sustainable changes.
As a trained clinical psychologist and certified coach, Dr. Sarah really understands people and their behavior. Her signature method allows her to connect deeply with her clients so they can intensify their focus as she guides them to breakthrough and redefine productivity and success.
Tara Johnson
Tara Johnson is the Founder of Alchemy Three and Alchemy Wealth Marketing, boutique marketing agencies built to support small, service-based businesses and female-led financial firms, respectively. Both brands were created to help service-based businesses operate with clarity, confidence, and intention.
With expertise spanning branding, web strategy, SEO, and content marketing, Tara is known for translating complex ideas into clear, compelling narratives that move businesses forward. Throughout her career, she has worked closely with founders, financial advisors, service firms, and mission-driven brands who excel at what they do - but need guidance articulating it.
Who Should Attend?
If you are a financial planner who wants to:
Get clearer on what drives revenue and what drains time
Build repeatable practices that deepen client trust
Communicate your value in ways that attract right-fit clients
Then this session is for you.
Sign up now and come prepared to rethink how you manage time, grow business, and share your expertise. We will hold time for live Q&A so you can ask about the scenarios most pressing for you.
What People are Saying...
"Through the work we have done with Kathleen, I have become a better active listener, a confidant, a family advisor and mediator. As a result, my business has continued to grow by over $40 million in net new assets a year. Kathleen helps me to understand how my own personal experiences with money shape my prejudices and conversations with clients, which really make me think. She is a tremendously valuable resource that has strengthened my advisor muscles in a way that is growing my business and building unbreakable relationships with my clients."
Alexandra Horwood CIM® | Director, Wealth Management, Richardson GMP
"Before working with Dr. Sarah, I was constantly putting out fires (at work and home)—reacting instead of planning. My schedule ran me, and it felt like a prison. Now, I’m working ahead, thinking beyond just this week, and making steady progress. Not only that, but I am able to delegate more, being confident in my systems to plan and track workflows, and my originations are up because of the added leverage. I’m breaking big projects into milestones and finally achieving real goals, not just checking boxes. It’s a breath of fresh air."
Stu Eisler | Attorney, Hanson Bridgett (Construction Law)
"Working with Tara and her team has been an amazing experience. There is so much effort and care that goes into Alchemy Three's work, day in and day out. We have thrown so many crazy ideas at AlchemyThree and they continue to find solutions for our needs. We have worked with them on website design, SEO, content creation, social media, brand collateral, logo design and many other things. I have recommended them to our top financial professionals and will continue to do so. It's so hard to find people you trust to recommend to your most valuable clients but with AlchemyThree there is no concern!"
Lin Vescio | Practice Management Director, 1847 Financial
Why This Matters
You will leave with specific practices that protect your time, expand your reach, and strengthen your pipeline. Each panelist brings outcomes you can adopt without overhauling your entire workflow.
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