Julie is a recognized expert on the drivers and evolution of client experience, client engagement and referral growth. She is responsible for: designing the firm's strategic vision and product roadmap, conducting on-going investor and advisor research, driving firm growth and representing the company on conference stages around the world. Julie has worked with and studied successful financial advisors and their clients for more than twenty-five years. Prior to founding Absolute Engagement, she launched and ran one of the industry’s leading research firms, focused on client engagement. She is the author of a popular blog and the author of The Pursuit of Absolute Engagement. Julie sat on the national board of the Financial Planning Association, currently sits on an Investment & Wealth Institute advisory board, is the winner of the 'Iconoclast' award from Bob Veres, is a finalist for the 'Luminaries' award from Think Advisor and was twice identified as one of the 25 Most Influential People in Financial Planning. She holds an MBA from the University of Toronto.

Meg Carpenter is CEO and Co-Founder of Ficomm Partners, an award-winning growth marketing firm working alongside financial advisors, financial advisory firms, and wealth management platforms at every stage of growth. Through Ficomm’s proven strategic marketing framework and advisor marketing coaching programs, Meg has had a seat at many executive tables working alongside leadership teams to tackle their most pressing growth challenges. Meg and her all-female leadership team bring a deep understanding of growth strategy and are proud to have been recognized across the wealth management industry for their expertise. Meg is honored to be on the Board of Trustees for the Foundation for Financial Planning, Chair of the CFP Board’s Workforce Development Advisory Group, and sits on the Board of Absolute Engagement.

After 20 years at AllianceBernstein, Ray Sclafani founded and heads ClientWise, which provides elite coaching programs and consulting exclusively for the financial services industry. Ray’s passion for serving leaders, advisors, and companies in the financial services sector is reflected in ClientWise, its unique coaching programs, and its team of credentialed coaches. Ray’s experience as a coaching and consulting specialist in the financial sector mirrors his long and profitable history in the industry. In his 20 years at AllianceBernstein, Ray was one of the company’s top sales professionals and executive leaders. He specialized in creating and executing highly successful sales plans and building long-lasting client connections. Later, Ray used his expertise as founder and Managing Director of the Advisor Institute at AllianceBernstein. In that role, he developed and directed an extensive series of programs that created improved and sustainable motivation, sales, and client relationships. Ray completed his transition to founding ClientWise through significant coaching education and practice. As a complement to his coaching skills, he also holds a Master’s Certification in Neuro-Linguistics from the International Association for Neuro-Linguistic Programming and has participated in The Strategic Coach® Program for 17 years.

Pablo is Director of Advisor Growth at BNY, building scalable solutions that help hundreds of financial advisory firms accelerate growth. He leads the Advisor Growth Network, bringing the breadth of BNY’s partner network and the depth of its expertise to solve client challenges. Previously VP of Marketing at Nova Credit, he led global enterprise marketing and helped drive 5x revenue growth, pivot from B2C to multi‑product enterprise SaaS, expand into four international markets, and create the Cash Flow Underwriting Summit. Earlier, he built and led marketing functions at Crux Informatics and YipitData, and founded AlternativeData.org, growing the community to 1,500 subscribers in six months. Pablo began his career in investment banking at Goldman Sachs and holds degrees from Georgetown University in finance, international business, and history.