Turning Insights into Income:
Business-Building Tactics That Work

Wednesday, October 15th
9:30 AM–3:00 PM
Carriage Club in Kansas City
 
Brought to you by Simplicity Allegis and LibertyOne
 

Join us for an interactive session built for today’s forward-thinking advisor—professionals who want to stay ahead of the curve by combining real-world solutions with growth-focused strategies. Through powerful case studies, we’ll reveal how top advisors are solving client challenges using practical, high-impact business scenarios that work.

Beyond the strategies themselves, you’ll gain actionable ideas to cultivate new business, strengthen client relationships, and expand your market presence.

In this session, you will:

  • Gain strategies for deepening relationships and increasing retention.
  • Discover effective client acquisition tactics to grow your pipeline.
  • Learn business scenarios you can apply immediately in your practice.
  • Explore real case studies demonstrating proven client solutions.
  • Leave with tools and insights to accelerate your growth trajectory.

Whether refining your approach with existing clients or attracting new ones, this session will equip you with the knowledge and resources to take your firm to the next level.

Register Now to Join Us

Ben Pahl
President, Liberty One Investment Management

Ben Pahl is the President of Liberty One Investment Management and founder of several of its flagship strategies. He began his Financial Services career in 2005 with The Tranel Financial Group, quickly moving from client service to Financial Advisor within six months.

With 20 years of advisory experience, Ben offers a unique perspective in the third-party marketplace. Since Liberty One’s inception in 2012, he has been instrumental in growing the firm’s presence across the Financial Services industry.

 

William Wright, CFP®, CKA® Advisor Development Consultant | Creator of The Advisors Advantage™

William Wright is the creator of The Advisors Advantage™, a platform supporting RIAs, and financial advisors. With more than 40 years in financial services, he helps advisors define their ideal client persona, address client priorities, and elevate the client experience to build trust and referrals.

Since earning his CFP® designation in 1987, William has focused on guiding advisors through the build, scale, and capitalize stages of growth—helping them increase profitability, create lasting enterprise value, and deliver meaningful results for the clients they serve.