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Writers for Wealth Planning Professionals
Did you like an article on Wealth Planning Professionals? Check out who wrote it, and learn more about what they do and other articles, seminars, and books they have written!
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Jennifer Summer Tolman: Biography
Second Summer Inc.
Jennifer has 15 years experience as a brand development coach and ghostwriter for the top one percent of seasoned estate and financial advisors. Her brand development process, Touch Point2 TM, has effectively differentiated hundreds of advisors, capturing the attention and intrigue of their affluent and super affluent prospects. . . . keep reading
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Sharon Schneider: Biography
Sharon Schneider, Director, Foundation Source
Sharon Schneider is Philanthropic Director at Foundation Source, the nation's leading provider of support services for private foundations. From inception to impact, Sharon assists the company's 900 family foundations to accomplish their philanthropic goals. Sharon has been an adviser to dozens of philanthropists . . . keep reading
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Gary Shunk: Biography
Gary Shunk, MSW is a Family Business Consultant and Executive Coach. In addition he speaks and consults nationally to families of wealth and the advisors who serve them on the emotional dynamics that accompany affluence. With over 20 years of experience in the fields of psychology, family therapy, organizational... . . . keep reading
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John A. Warnick: Biography
Esq., Holmes Roberts & Owen, LLP
John A. Warnick is a senior partner in the Denver office of Holme Roberts & Owen LLP, a firm of 250 lawyers with offices in Denver, Boulder, Colorado Springs, Los Angeles, San Francisco, Salt Lake City, London and Munich, and chairs the firm's Individuals... . . . keep reading
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Duncan MacPherson: Biography
Duncan MacPherson and David Miller co-founded Pareto Systems in 2000 after a successful multi-year strategic alliance between their two original firms, Duncan MacPherson and Associates and Mindset Systems and Solutions. . . . keep reading
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Greg Winston: Biography
Greg Winston, is a pioneer in the study of high-performance in the area of sales. Since he founded Sales2saleS.com in 1998 his innovative ideas and methods have had a lasting positive impact on the careers of hundreds of marketing professionals... . . . keep reading
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Austin Hill: Biography
Austin Hill is a part of the next generation of American media personalities. He hosts the evening show for Washington, DC's 630 WMAL, and is a frequent guest host for the syndicated "Brian and the Judge" program and "The Tom Sullivan Show," on the Fox News Talk Radio Network. . . . keep reading
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Steve Bone: Biography
Santa Fe Trust
Steve has been the company's Charitable Planning Services Director and the administrator of our charitable trusts and foundations for over three years. Recently he also became our Director of Marketing... . . . keep reading
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Tom McGehee: Biography
Principal, Wildworks Group
Tom has been described as Jackson Pollock meets Paris Island. Tom is a unique blend of military precision and performance guided by an innovative and including spirit... . . . keep reading
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Kimberley Hamilton: Biography
Kim Hamilton is a founding principal of InKnowVision, LLC, a national consulting and marketing firm and the leader in the design and development of wealth transfer planning and income tax solutions for independent advisors who serve affluent families... . . . keep reading
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Scott Farnsworth: Biography
Esq., CFP, Sundbridge, Inc
Scott Farnsworth is an attorney and a Certified Financial Planner©. He is the president of SunBridge, Inc. and the founder of The Legacy Builder Network. He is the author of three books: Closing the Gap: A Revolutionary Approach to Client Services, Like a Library Burning: Sharing and Saving a Lifetime of Stories... . . . keep reading
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Michael Mendelsohn: Biography
Principal, The Briddge Group
Michael Mendelsohn formed The Briddge Group to create specialized family philanthropic opportunities to help fellow collectors become aware of their ability to keep collections intact, and become an advocate to collectors and their advisors to develop more tax efficient art distributions to heirs and art-related institutions... . . . keep reading
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Randy Fox: Biography
CFO, InKnowVision, LLC
A third-generation entrepreneur, Randy is a founding principal of InKnowVision, LLC, a national consulting and marketing firm that develops management and preservation strategies for clients of exceptional wealth. He is a director and faculty member of the InKnowVision Institute, which provides professional advisors with the advanced technical and interpersonal tools they need to attract... . . . keep reading
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Scott Hamilton: Biography
CEO, InKnowVision, LLC
Scott Hamilton is the CEO of InKnowVision, LLC, a design and tax strategies company dedicated to providing tax planning and consulting to the clients of attorneys, CPA firms and financial professionals throughout the country. Scott had a traditional law practice for over 20 years with an emphasis in the areas of estate and income taxation. As part of InKnowVision Design, he now collaborates with other professionals on clients... . . . keep reading
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Barbara Culver: Biography
CFP®, CLU, ChFC, AEP, Purposeful Planning
Barbara Culver consults extensively with professional advisors on Purposeful Planning -- the most comprehensive approach to legacy planning available today. She has co-authored three books, appeared on national television and radio and edits for Commerce Clearing House the only values-based estate planning professional journal in the United States. . . . keep reading
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Adam Packard: Biography
SendOutCards
Adam Packard is an Executive with Sendoutcards, and online based greeting card system that helps you keep in touch with prospects and clients. The system creates the cards online, and when you hit the "send" button - a real card gets printed and mailed out for you, with a real stamp. The service is convenient, inexpensive, easy to use, and most importantly - it works. . . . keep reading
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Conferences
