Episode 28 - Conference Recap - 2017 Bob Veres Insiders Forum

We've got another Investment News "40 Under 40" member on the show! Friend of the podcast Bethany Griffith from Abacus Planning Group in Columbia, SC, joins Roger and Ben to provide a recap of the 2017 Bob Veres Insider's Forum conference. 

As with our other conference recap episodes, Bethany wasn't able to attend every session. But she took great notes and came away with some key insights from a number of sessions, including:

  • Structuring Internal Equity Transitions (Roy Ballentine)
  • Bob Veres peering into the future of the planning profession
  • G2: Developing Your Firm's Next Generation Leaders (Philip Palaveev)
  • Designing Processes for Growing your Firm (Cheryl Holland, Bethany Griffith and Scotty Scott, all from Abacus). This led to another ZebraSmash first - a conference recap from someone who actually presented at the conference. 
  • Creative & Effective Recruiting, Vetting & Hiring for your Human Talent (Luke Dean, Utah Valley University; Ginny Hudgens, The Strategic Implementer; Hunter Judson, Jr, The Judson Group)
  • The Platform of the Future (Rich Cancro of AdvisorEngine)

We cover a lot of ground in this episode, some which will probably find its way to future ZebraSmash episode. We also talk about an incredibly old printing press, which Bethany swears was really cool. 

Also: stay tuned for more details for the ZebraSmash LIVE event at the 2017 NAPFA National Conference in Orlando, FL. Live podcasts...does it get much better than that? We're truly living in a Golden Age.