For Internal Use Only – Not For Use With Clients

For Internal Use Only – Not For Use With Clients

For Internal Use Only – Not For Use With Clients

For Internal Use Only – Not For Use With Clients

For Internal Use Only – Not For Use With Clients

For Internal Use Only – Not For Use With Clients

For Internal Use Only – Not For Use With Clients

For Internal Use Only – Not For Use With Clients

For Internal Use Only – Not For Use With Clients

For Internal Use Only – Not For Use With Clients

For Internal Use Only – Not For Use With Clients

For Internal Use Only – Not For Use With Clients

For Internal Use Only – Not For Use With Clients

For Internal Use Only – Not For Use With Clients

For Internal Use Only – Not For Use With Clients

For Internal Use Only – Not For Use With Clients

For Internal Use Only – Not For Use With Clients

For Internal Use Only – Not For Use With Clients

Cindy ScottDirector, 1st Global Wealth Management Academy

Welcome

For Internal Use Only – Not For Use With Clients

Chip EichelbergerAuthor, Get Switched On!

Switched On

For Internal Use Only – Not For Use With Clients

David KnochPresident and Chief Operating Officer,

1st Global

The Catalystsfor Smart Growth

For Internal Use Only – Not For Use With Clients

Paul BleaseDirector of the CEO Advisor Institute,

OppenheimerFunds

CompellingConversations

For Internal Use Only – Not For Use With Clients

Bruce G. Jones, CPAManaging Partner,

Porte Brown Wealth Management

Making ChangeHappen

For Internal Use Only – Not For Use With Clients

Alexandra TaussigSenior Vice President of Marketing,

National Financial Services

Advisor 2.0:Catalyst for

Change

For Internal Use Only – Not For Use With Clients

Tony BatmanChairman and Chief Executive Officer,

1st Global

Surrounded by Catalysts:

Embracing Positive Change to Advance Your Enterprise

For Internal Use Only – Not For Use With Clients

Jonathan RaymondCEO, EMyth

What to Do Withthe “Why”—

From Inspiration to Execution

For Internal Use Only – Not For Use With Clients

Cindy ScottDirector, 1st Global Wealth Management Academy

Workshop Introduction

For Internal Use Only – Not For Use With Clients

Tricia HuebnerDirector of Training, EMyth

Your BusinessReimagined

For Internal Use Only – Not For Use With Clients