STRONGER
Strategies
for success
2015 Partner Conference
together
Practice
Management
Brian Douglas, AIF®, APA, PPC , External
Wholesaler, NE Region, featuring:
Johnathan Edwards, GranitPath
Chris Wilmerding, Thayer Partners, LLC
Kevin Woodward, Graydon Compliance
Solutions, LLC
2015 Partner ConferenceStronger Together
Welcome
Meet our Panelists:
• Johnathan (Jay) Edwards, Principal, GranitPath
• Chris Wilmerding, Principal, Thayer Partners, LLC
• Kevin Woodward, Managing Director, Graydon
Compliance Solutions, LLC
2015 Partner ConferenceStronger Together
Questions
Thank you

More Related Content

PPTX
The Inside Scoop
PPTX
Growing Your Practice in a Fee-Compressed Environment - Jason Disco
PPTX
Growing Your Practice in a Fee-Compressed Environment
PPTX
How to Add VEBA Plans to Your Production Portfolio
PDF
Transport Innovation Network - Autumn 2018 | What Makes a Great Funding Bid?
PPTX
Participant Education
PDF
Wilsonwest Capabilities
PDF
Redding based CDC
The Inside Scoop
Growing Your Practice in a Fee-Compressed Environment - Jason Disco
Growing Your Practice in a Fee-Compressed Environment
How to Add VEBA Plans to Your Production Portfolio
Transport Innovation Network - Autumn 2018 | What Makes a Great Funding Bid?
Participant Education
Wilsonwest Capabilities
Redding based CDC

What's hot (20)

PPTX
Maximizing Resources in the BPAS Advisor Portal
PPTX
Your mission or your money staying on course and staying sustainable
PPTX
NCVO webinar: Introduction to sustainable funding
PDF
Private equity vc customer success
PPT
Rapid Growth Overview
PPTX
How Family Offices Win Direct Deals
PPTX
Improving Donor Data
PDF
Kärin Primuth : Global Church Forum
PPTX
Slide deck.pptx
PDF
In searchof collaborative fundraising
PDF
Exploring Unique Learning Formats
PDF
Portland-Hope Menaker Boyce-Horizontal Fact Sheet
PDF
Visual Communication in Adventure Travel
PDF
PPTX
Acelera Group Business Networking: It's Not Who You Know
PPTX
PPTX
10+ Ways Non Profits and Business can Partner
PDF
EAP-Brochure
Maximizing Resources in the BPAS Advisor Portal
Your mission or your money staying on course and staying sustainable
NCVO webinar: Introduction to sustainable funding
Private equity vc customer success
Rapid Growth Overview
How Family Offices Win Direct Deals
Improving Donor Data
Kärin Primuth : Global Church Forum
Slide deck.pptx
In searchof collaborative fundraising
Exploring Unique Learning Formats
Portland-Hope Menaker Boyce-Horizontal Fact Sheet
Visual Communication in Adventure Travel
Acelera Group Business Networking: It's Not Who You Know
10+ Ways Non Profits and Business can Partner
EAP-Brochure
Ad

More from BPAS (20)

PPTX
Advisor Defined Session - Paul Neveu
PPTX
Strategies to Overcome Objections to Auto Plans - Elizabeth Kaido
PPTX
BPAS Partner Best Practice - Paul Neveu
PPTX
Transform Your Website From a Pretty Face to a Lead Generating Machine - SUCC...
PPTX
Considering MEPs and METs - Brian Nicholson
PPTX
Managing Participants Beyond Termination of Employment - Robert Malczyk
PPTX
Winning Plans through Value Added Administration - Brian Douglas - Joe Boyle ...
PPTX
Top 5 Mistakes that Plan Sponsors Make - Maryann Geary
PPTX
Defined Benefit Plans – Legislative Update, Trends and Opportunities - Vince ...
PPTX
Cash Balance Plans - Ken Prell - Jason Disco
PPTX
Adding HSA to Your 401(k) Advisory Practice - David Ritchie - Ryan Tiernan
PPTX
Managing Investment Return Experiences and Expectations - Greg Woods and Panel
PPTX
Navigating the “Promised Land”
PPTX
Stopping the Race to the Bottom - Thomas Kmak
PPTX
The Finalists Presentation: Presenting our Partnership - Paul Neveu & Liz Kaido
PPTX
Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...
PPTX
Maximizing Plan Assets
PPTX
Grow Your Practice with Customized Collective Trusts for 401K Model Portfolio
PPTX
Broadening the Scope of Your Practice
PPTX
Market Insights
Advisor Defined Session - Paul Neveu
Strategies to Overcome Objections to Auto Plans - Elizabeth Kaido
BPAS Partner Best Practice - Paul Neveu
Transform Your Website From a Pretty Face to a Lead Generating Machine - SUCC...
Considering MEPs and METs - Brian Nicholson
Managing Participants Beyond Termination of Employment - Robert Malczyk
Winning Plans through Value Added Administration - Brian Douglas - Joe Boyle ...
Top 5 Mistakes that Plan Sponsors Make - Maryann Geary
Defined Benefit Plans – Legislative Update, Trends and Opportunities - Vince ...
Cash Balance Plans - Ken Prell - Jason Disco
Adding HSA to Your 401(k) Advisory Practice - David Ritchie - Ryan Tiernan
Managing Investment Return Experiences and Expectations - Greg Woods and Panel
Navigating the “Promised Land”
Stopping the Race to the Bottom - Thomas Kmak
The Finalists Presentation: Presenting our Partnership - Paul Neveu & Liz Kaido
Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...
Maximizing Plan Assets
Grow Your Practice with Customized Collective Trusts for 401K Model Portfolio
Broadening the Scope of Your Practice
Market Insights
Ad

Recently uploaded (20)

PDF
NewBase 22 August 2025 Energy News issue - 1818 by Khaled Al Awadi_compresse...
PPTX
Grp C.ppt presentation.pptx for Economics
PPTX
PROFITS AND GAINS OF BUSINESS OR PROFESSION 2024.pptx
PPT
Relevant Information & Alternative Choice Decisions
PPTX
28 - relative valuation lecture economicsnotes
PDF
Chapterrrrrrrrrrrrrrrrrrrrrrrrr 2_AP.pdf
PPTX
PPT-Lesson-2-Recognize-a-Potential-Market-2-3.pptx
PPTX
Maths science sst hindi english cucumber
PDF
Call cute girls 😀 Delhi, call now pls cute girls delhi call🔙
PDF
Lundin Gold - August 2025.pdf presentation
PPTX
Risk Based Audit - Key to managhe the bussines & Creating the value
PPTX
Group Presentation Development Econ and Envi..pptx
PDF
Fintech Regulatory Sandbox: Lessons Learned and Future Prospects
PPTX
General-Characteristics-of-Microorganisms.pptx
PPT
CompanionAsset_9780128146378_Chapter04.ppt
PDF
01 KEY PROVISIONS on NGPA and PROFESSIONALIZATION.pdf
PPTX
Machine Learning (ML) is a branch of Artificial Intelligence (AI)
PPTX
RISK MANAGEMENT IN MEDICAL LABORATORIES 2.pptx
PPTX
Simple linear regression model an important topic in econometrics
PDF
2012_The dark side of valuation a jedi guide to valuing difficult to value co...
NewBase 22 August 2025 Energy News issue - 1818 by Khaled Al Awadi_compresse...
Grp C.ppt presentation.pptx for Economics
PROFITS AND GAINS OF BUSINESS OR PROFESSION 2024.pptx
Relevant Information & Alternative Choice Decisions
28 - relative valuation lecture economicsnotes
Chapterrrrrrrrrrrrrrrrrrrrrrrrr 2_AP.pdf
PPT-Lesson-2-Recognize-a-Potential-Market-2-3.pptx
Maths science sst hindi english cucumber
Call cute girls 😀 Delhi, call now pls cute girls delhi call🔙
Lundin Gold - August 2025.pdf presentation
Risk Based Audit - Key to managhe the bussines & Creating the value
Group Presentation Development Econ and Envi..pptx
Fintech Regulatory Sandbox: Lessons Learned and Future Prospects
General-Characteristics-of-Microorganisms.pptx
CompanionAsset_9780128146378_Chapter04.ppt
01 KEY PROVISIONS on NGPA and PROFESSIONALIZATION.pdf
Machine Learning (ML) is a branch of Artificial Intelligence (AI)
RISK MANAGEMENT IN MEDICAL LABORATORIES 2.pptx
Simple linear regression model an important topic in econometrics
2012_The dark side of valuation a jedi guide to valuing difficult to value co...

Panel Discussion: Practice Management

  • 1. STRONGER Strategies for success 2015 Partner Conference together Practice Management Brian Douglas, AIF®, APA, PPC , External Wholesaler, NE Region, featuring: Johnathan Edwards, GranitPath Chris Wilmerding, Thayer Partners, LLC Kevin Woodward, Graydon Compliance Solutions, LLC
  • 2. 2015 Partner ConferenceStronger Together Welcome Meet our Panelists: • Johnathan (Jay) Edwards, Principal, GranitPath • Chris Wilmerding, Principal, Thayer Partners, LLC • Kevin Woodward, Managing Director, Graydon Compliance Solutions, LLC
  • 3. 2015 Partner ConferenceStronger Together Questions Thank you