Big Ideas Speakers

Donald B. Trone

SATURDAY, SEPTEMBER 17
3:00 pm – 5:15 pm

Don Trone is the founder and CEO of 3ethos, which conducts original research and training on LeaderMetrics® - a new body of research and book by the same title that looks at using evidence-based analysis to determine the effectiveness of a leader who is serving in a critical decision-making role. It’s the first work that defines a framework for integrating the three topics – leadership, stewardship and governance.

He is considered one of the leaders of the fiduciary movement, and in 2015 was named by Investment Advisor magazine as the “Father of Fiduciary” and one of the 35 most influential people in the financial services industry.


Joseph Jordan

SATURDAY, SEPTEMBER 17
3:00 pm – 5:00 pm

Joe Jordan is an independent consultant and author speaking across the globe. He inspires financial professionals with his distinguished presentations and advocacy programs. As a motivational speaker, Joe has spoken at hundreds of events since 2004, including at major conferences for organizations like MDRT, GAMA LAMP, NAIFA, and the American College. He has presented in numerous countries, including Australia, Japan, India, Greece, Italy, Brazil, and Canada. Additionally, Joe is a founder of the Retirement Institute, formally known as the National Association for Variable Annuities (NAVA).

 


Barbara A. Culver, CFP®, ChFC®, CLU, AEP®

SUNDAY, SEPTEMBER 18
10:00 am – Noon

Barbara Culver, President of Resonate, Inc., has dedicated her career to serving her clients and their families at the highest possible level.  She does this by utilizing her cumulative life and professional experience as a Certified Financial Planner, author, speaker and consultant to help align clients' financial resources with their values and core life principles.  For Barbara and her team, "Purposeful Planning" means discovering each person's unique life circumstances and then creating a clear plan to help them reach their goals.

 


Eszylfie Taylor

SUNDAY, SEPTEMBER 18
10:00 am – Noon

Eszylfie Taylor is the president and founder of Taylor Insurance and Financial Services and serves as financial advisor to individuals, business owners, and high net worth families. Over the past decade, Eszylfie has been widely-recognized as one of the most accomplished producers in the industry, receiving the National Association of Insurance and Financial Advisors (NAIFA), “Agent of the Year award: Los Angeles” in 2010 – 2012. In 2015, he was one of the recipients of NAIFA’s Advisor Today 4 Under 40 awards.