Thirty years ago, Ross Levin and Wil Heupel founded Accredited Investors Wealth Management® with a desire to engage in meaningful conversations with clients about integrating their money and values. What started as a small partnership has grown into a thriving firm with more than 40 staff members, more than 400 client families, approximately $1.9 billion in assets under management, and a company culture that has been recognized a Best Places to Work for three consecutive years by the Minneapolis St. Paul Business Journal.
As a fully independent firm, Accredited has a diverse group of professionals providing expertise in the field of estate planning, taxes, philanthropy, social security, financing, insurance, alternative investments, and more.
During this day together, Accredited Investors’ leadership and staff will offer a playbook of actionable ideas and items to improve your business practices. They will share everything from their talent sourcing and hiring practices, to tips on how to attract new clients, what to deliver to them, and lessons they have learned over the years.
Attendees will have an opportunity to ask questions of leaders throughout Accredited’s organization – from operations, to compliance, to wealth managers, to Accredited’s investment group. The day is intended to provide an open overview of all aspects of the organization.
Session Capacity: 20
Individual attendee: $1,000 donation to the Foundation for Financial Planning (FFP).
Group attendees (two or more from the same firm): $800 donation per person to FFP.
Date and Time: Tuesday, June 12, 2018 — 7:30am – 4:30pm
Location: 5200 W 73rd Street, Edina, MN 55439
Complete the form below, and include “Be Our Guest” in the message body along with your company information. We will then contact you directly with a link to complete your registration with the Foundation for Financial Planning.
Accredited Investors’ leadership and staff will offer a playbook of actionable ideas and items to improve your business practices. They will share everything from their talent sourcing and hiring practices, to tips on how to attract new clients, what to deliver to them, and what lessons they have learned over the years.
Attendees will have an opportunity to ask questions of whomever they wish – from operations, to compliance, to wealth managers, to Accredited’s investment group. The day is intended to provide an open overview of all aspects of the organization.
Accredited Investors Wealth Management will share a link to materials and documents presented throughout the day.
Breakfast & Welcome
PART 1: Accredited Firm Overview – Ross Levin & Wil Heupel
A) History of the Firm
B) Succession Planning
PART 2: Talent Management & Development – Jeremy Heckman
A) Hiring and Testing Process- Sample Candidate Evaluation
C) Career Tracks
E) Staff Benefits
PART 3: Firm Growth – Becky Krieger
A) Onboarding Processes
B) First Meeting and Year in Review
C) Prospect Channels and Statistics
PART 4: Strategic Planning Areas – Brandon Jones, Chris Link, & Brianna Mooty
A) Tax and Estate Director Roles
B) Standardization of Planning Analysis
PART 5: Investment Management – Sean P. Smith
A) Investment Philosophy
B) Investment Policy Statement Master Document
C) Client Communication
PART 6: Firm Operations – Brian Martin
A) General Topics
PART 7: Compliance – Jenna Holm
A) Compliance Program Overview
B) Tools and Resources
C) Current Regulatory Environment
Wrap Up & End the Day
Ross Levin is the Founder and Chief Executive Officer of Accredited Investors Wealth Management.® His book, Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success, expands upon Mr. Levin’s groundbreaking Wealth Management Index™ tool. His third book, Spend Your Life Wisely®: The Deeper Meaning of Money, shares his humorous and thoughtful approach to life and money. Mr. Levin launched the CCH Journal of Retirement Planning and served as Editor for two years. He is a regular columnist for the Star Tribune and a sought after speaker on financial matters.
Mr. Levin is a Certified Financial Planner® and received a BSB from the University of Minnesota. He is a nationally recognized expert in wealth management, appearing in numerous publications, including: The Wall Street Journal, Business Week, Fortune, The New York Times, Newsweek, Barron’s, Money Magazine, as well as on television and radio shows nationally, such as NBC Nightly News, Oprah, CBS This Morning, and American Public Media’s Marketplace Money. He was named one of the top financial planners nationally by Barron’s, Money Magazine, Worth Magazine, Mutual Funds Magazine, and Medical Economics. He was named by Financial Planning magazine as one of the five most influential people in financial planning and received their first lifetime achievement award. Investment Advisor magazine named him one of the thirty most influential individuals in and around the advisory profession over the last thirty years, and he was selected by Minnesota Business Magazine for The (Real) Power 50 Award. He was the first recipient of the Financial Planning Association’s Heart of Financial Planning Award.
Mr. Levin served as Chairman of the International Association for Financial Planning, which is now the FPA. He also has served on the Board of Governors for the CFP® Board of Standards.
He lives in Minneapolis with his wife and twin daughters.
Becky Krieger is a Managing Director at Accredited Investors Wealth Management.
After spending her early career in tax accounting and planning at a global accounting firm, Becky joined Accredited in 2005. She now works to ensure each client receives an exemplary experience from a talented team combining all disciplines of wealth management to uncover unique opportunities with intentional outcomes.
Becky is a Certified Financial Planner®, has earned her CPA and earned a B.S. in Accounting from Saint Cloud State University.
Becky is married with three children and lives in Shakopee.
Wil Heupel, CFP®, CLU, ChFC – President and Founder
Brandon Jones, CFP® – Wealth Manager & Director of Financial Planning
Jeremy Heckman, CFP®, AFC®, M.S. – Wealth Manager & Director of Recruiting
Sean P. Smith, CFA – Investment Manager & Director of Communications
Chris Link, CFP®, CPA – Director of Tax Planning
Brianna Mooty, J.D., LL.M, and CAP® – Director of Estate and Charitable Planning
Brian Martin, CFP® – Managing Director, Operations and Wealth Management
Jenna Holm, IACCP® – Chief Compliance Officer
Please provide your name and contact details below, including “Be Our Guest” in the message body along with your company information. We will then contact you directly with a link to complete your registration with the Foundation for Financial Planning.