Speakers: Carl Smith, Devang Patel, Don Chamberlin, Jason Smith

Year: 2016

Get firsthand strategies from top producers on how to infiltrate new client pools, escalate the new business process and automate marketing activities. Moderator and 2015's Forum 400 Future Leader and Legends panelist, Jason L Smith, will lead a panel discussion with members Carl Smith and Devang Patel and guest panelist Don Chamberlin. Together they will tackle the biggest challenges and opportunities advisors have for growing their practices in 2016, including:• Getting paid to prospect: How building a tax practice and offering Medicare supplements can create a stream of new advisory business and add value for existing clients• Food and finance: These could be your two favorite things separately, but the panel will share how to bring them together to create more opportunity for your firm• Social Security: How change equals opportunity and what these advisors are doing to create even more activity with the loopholes closing• Practice acquisition: How to double your business through acquisition including how to find, structure and close a deal• Educational prospecting: How to hold college courses, provide corporate educational classes and even use email to educate and motivate prospective clients