Meet your Speaker
Empowering Advisors for Sustainable Growth
Stephanie Reilly, BFA™
I work alongside planning-focused financial advisors to build firms that are as profitable as they are purposeful. On stage, I bring the same practical lens I use with clients: no fluff, no theory for theory's sake, just straightforward guidance advisors can put to work the moment they're back at their desks.
Designed for corporate RIA and independent broker-dealer audiences
Content tailored to planning-focused advisors
- Firm economics, pricing strategy, and fee design
- Interactive keynotes and hands-on workshops
For Attendees
Walk away with more than just inspiration
Every keynote and workshop is built so planning-focused advisors leave with practical direction on firm economics, pricing and fees they can act on the Monday after your event. I made a promise, years ago, to never be the thought leader on stage who will tout why something is important, without following it up with exactly how to take action.
Clear Next Steps
No vague takeaways. Advisors walk out with a short, prioritized action list they can start working through in their own practice right away.
Proven Frameworks
Straightforward frameworks for firm economics, pricing strategy and fee design that advisors can apply, adapt and share with their teams.
Tools & Resources
Worksheets, checklists and digital resources that keep the momentum going, turning ideas from the stage into real decisions back at the firm.
Programs and Topics
KEYNOTE OR BREAKOUT
Building the Economics of the Firm Before the Team
Growth doesn't fix a firm's economics—it magnifies them. This session prepares planning-focused advisors to build a firm that stays profitable for the long term by understanding the margins, capacity, and cost structure that sustainable growth requires before adding headcount.
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A clear picture of the economics behind your next hire
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Next steps to strengthen margins before scaling the team
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A proven framework for measuring profitability per client
KEYNOTE
Pricing for the Future of Advice
As advice shifts from products to planning, pricing models must keep pace. This keynote explores how advisors can design pricing that reflects the value of comprehensive planning, holds up as clients and markets evolve, and supports the firm's long-term health. Stephanie holds her BFA™ certification since 2024.
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An easy-to-understand view of today's pricing models
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Clear next steps for evolving pricing with confidence
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A framework for evaluating your current fee structure
WORKSHOP
Aligning Your Fee with Your Worth
A hands-on, interactive workshop where advisors define the value they deliver, connect it to what they charge, and practice communicating their fee with clarity and conviction.
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A defined value proposition tied directly to your fee
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Language for fee conversations with clients
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Tools and worksheets to reprice with confidence
Proven Tools and Resources
Tools for Real-World Implementation
Every session comes with practical takeaways. Attendees receive clear frameworks, checklists, and digital resources proven to turn ideas from the stage into decisions in their own practice.
- Session handouts and worksheets
- Step-by-step implementation checklists
- Digital resources to get started
