Day of Leadership Symposium
Step into Leadership - Moving Forward with Passion
This day is designed to create an awareness around your Top 5 Business Metrics and how to measure them. Identify when a practice is healthy for an associate to join the practice. Understanding your current financial plan and how to rebuild in the wake of COVID-19. Learn about current marketing trends in SEO and your digital footprint. At the end of the day you will have an awareness of the health of your practice or business along with an action plan for next steps from today moving forward.
- Amy Clark, Founder and CEO of Avalon Consulting & Powerminds Academy
- Bryan Powers, Regional Vice President of Mercer Advisors
- Kevin Jack, Client Advisor & Branch Manager at Mercer Advisors
- Melissa Jones, Director of Powerminds Marketing
- Curtis Marshall, Client Relationship Manager at Dental Intelligence
Founder Avalon Consulting
& Powerminds Academy
Amy is an accomplished Business Analyst & Management Consultant with a portfolio of success spanning more than 30 years. She understand the business of the business and the behaviors that drive the current and projected results. She is an effective communicator, has the ability to create value-based relationships and bridge the gap between today’s reality with tomorrow's vision. Amy is best in class as a business entrepreneur and dynamic international keynote speaker. She has devoted herself to developing exemplary value-based relationships.
Regional Vice President Mercer Advisors
Bryan has been helping individuals, families, and institutions achieve their financial goals since 2004. Following his graduation from Northwestern University, Bryan fell in love with financial planning after going through the process with his wife, Sarah. He quickly earned his CERTIFIED FINANCIAL PLANNERTM certification and began pursuing his passion – helping people navigate the intricacies of their financial lives. Bryan currently lives in Southern California with his wife and three young children. He holds the FINRA Series 65 License.
Client Advisor & Branch Manager
Kevin began his career in the financial services industry in 2003, working for UBS and then Wells Fargo Financial. As Branch Manager, Kevin ensures client service and financial planning standards are met and maintained. He also enjoys helping his clients achieve their vision by bringing together such diverse elements as investments, pension plans, insurance, tax management, and estate planning in a comprehensive plan. Kevin graduated from the University of Arizona with a degree in Economics and a minor in Business Administration. He also holds the FINRA Series 65 License. Kevin resides in Orange County with his wife and three children.
Director of Marketing Powerminds Academy
Melissa has been in the creative field for over 30 years with portfolio of success, from small individual owned businesses to national home builders. Melissa has a passion for all things typography and design, and considers herself an avid photographer. Her favorite platform for building websites is WordPress, and she has experience writing copy, from social media posts to editing and layout of books. From simple hand drawn line art to full color brochures and collateral —— business cards to billboards, both print & web.
Developing branding and logos for new businesses is a particular niche and implementing that brand across all platforms is one of her strengths.
Client Relationship Manger
Nationwide dentists have allowed Curtis Marshall to utilize his passion and skills to take their practice to the next level. With over 10 years experience of marketing and communication, and 8 years experience of practice management, dental coaching, and operations. Dentists love the advantage they get through working with him. By pin pointing 3-4 specific and unique KPIs that will directly impact the bottom line of the dentist, he/she can enjoy life to fullest. Dental Intel is the leading dental practice optimization and performance company. Through superior technology and systems we put you in the best financial position possible.