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Scaling Your Personal Brand as a Solo Practice
Course Information
Content Level: Intermediate
NAPFA Subject Area: L-Strategic Thinking
Course Description

The difference between those advisors who excel and prosper and those who stall in their businesses doesn’t merely lie in their technical knowledge, niche, or even their marketing strategies. The difference lies in their ability to put attention, focus, and energy on those drivers that truly attract success to produce the results they desire.

In this session, learn to be in a flow state more consistently, to grow your business, and to love your work. When you discover how to direct your thinking, create a powerful vision of success, and take smart, aligned actions, everything becomes easier. You can go so much further so much faster.

Learning Objectives
  1. Learn the two most important steps to take before you step into action
  2. Determine how to stay focused and optimistic even when change is happening all around you
  3. The daily practices to help breakthrough to your next level of success

Ellen Rogin, CPA, CFP® 

Ellen Rogin, CPA, CFP® and Abundance Activist® is the co-author of the NY Times best-seller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality.

Rogin is driven to guide advisors to do their best work in the world, reach their goals, and make the difference they want to make. She speaks from experience. Rogin successfully grew and ultimately sold Strategic Financial Designs Inc., a wealth management firm, to enable the pursuit of her mission to help the world think and act more prosperously. As a former top-producing advisor, she’s been through difficult markets before, and was able to grow her business through recessions. She uses non-traditional strategies to succeed in challenging times and shares these methods with her audiences.

Chock full of “left-brain” credentials (MBA, CPA, CFP®) Rogin also walks on the “right” side, balancing values, big picture ideas, meditation, and a sense of humor with all her professional training. She is a TEDx presenter, and her work has been quoted in such national publications as The New York Times, Money,,, and The Huffington Post. She is a regular contributor to Horsesmouth® and is a host of Horsesmouth® Advisor Radio and Horsesmouth® Live. Rogin is also on the HPN (Hoopis Performance Network) University faculty.

Trained as an instructor through The Search Inside Yourself Leadership Institute, Rogin facilitates the mindfulness and emotional intelligence leadership program which was developed at Google – teaching leaders tools for focus, self-awareness, and resilience. She currently serves on the Board of Directors for Metropolitan Capital Bank in Chicago and for The Ghana Scholarship Fund.

Availability: Retired
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
No Credit Offered
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