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Join Cassandra Laymon and guest Chad Hamilton from Advisor Solutions 360 about practice management tips and resources for advisors. Chad has worked with hundreds of planners and advisors over the years and leverages those insights and best practices to build tools that help advisors differentiate their story and grow their business. Chad will be talking about effective ways to talk with clients and prospects about BRI, how it helps advisors to differentiate their story, and how to incorporate BRI into client deliverables.
Speakers:
Chad S. Hamilton, CFP®, CAP®
Chad is the Founder and President of Advisor Solutions 360. Chad has more than 20 years of experience in the wealth management industry. He’s a Certified Financial Planner® and Chartered Advisor in Philanthropy® who builds tools and resources to help advisors and wealth management firms differentiate and grow their businesses.
Chad has led practice management for one of the largest RIAs in the country, where he built customized tools, processes, and marketing resources for nearly 200 wealth advisors. He also led a team of 50 financial planners and wealth specialists as National Director of Wealth Planning for a large regional bank. Chad also was Director of Wealth Strategies for a multi-family office in Denver, CO.
Chad is the author of two books - Deep Wealth & Redefining Financial Freedom - as well as a frequent contributor to leading financial publications including CNBC, Investors` Business Daily, Money Magazine, Financial Advisor IQ, and Financial Planning Magazine. He has also contributed faith-based financial articles published by the Gospel Coalition and Denver Institute for Faith & Work.
About the Speaker
Cassandra Laymon
Beacon Wealth ConsultantsCassandra Laymon is the President of Beacon Wealth Consultants and Director of Institutional Sales for LightPoint Portfolios. Cassandra partners with advisors and their business owner and church clients as a Certified Plan Fiduciary Advisor to better understand their company retirement plan objectives and design, to make them values-aligned, efficient, and cost effective. She also assists financial advisors and business owners in better understanding their fiduciary responsibilities and how to effectively delegate those to a qualified investment manager - 3(38) Fiduciary. Cassie is the author of the book I Found Jesus in the Stock Market: How Biblically Responsible Investing Can Change Your Heart, Too. She has also earned the Certified Kingdom Advisor® credential.
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