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truadvice
2nd annual leadership summit
speakers
chris heerlein
Chris Heerlein, a Texas native, is partner at Reap Financial and founder of REAP Private Client Group (RPCG), a family practice that helps private business owners and top-level executives, and affluent individuals create, transition, preserve and grow their wealth over generations.
Chris is an Amazon best-selling author with his most recent release, “Divorce With Dignity” (2019) and “Money Won’t Buy Happiness But Time To Find It” (2017). Chris is a featured columnist for Kiplinger Personal Finance Magazine and has been featured in Fortune, Money Magazine, Bloomberg Businessweek and U.S. News & World Report. In addition to his work with clients, Chris hosts Wealth Radio each Thursday at 6 PM and Saturday at 1 PM on NewsRadio KLBJ and has been a featured speaker on other podcasts.
Chris lives in Austin, Texas, with his wife, Hannah, and three children: Evangeline, Paloma and Christopher. Chris is an active supporter of numerous charitable endeavors and an accomplished musician.
chris sleight
Chris is the CEO and founder behind TRUADVICE, a platform built to help independent advisors achieve and accelerate their dreams without sacrificing life work harmony while also managing his own practice, TruAdvice Wealth Management.
hris spent 18 years at Global Financial Private Capital as Managing Director, where he helped the company grow from $200 million to over $5 billion by 2016, when it was sold to a private equity firm. As he continued to build his own practice as well as consulting and mentoring, he noticed a gap in the industry – there wasn’t a great place for successful financial advisors to grow and shape their futures independently. It was then that he had an ah-ha moment...
With TRUADVICE, Chris has created a home for independent advisors to work on their own terms, operating as a boutique practice and expanding their business.
Chris’ vision stands under five principles he follows to lead his life and his company:
1. Strive to inspire
2. Be an advocate for every family
3. Always be humble and grateful
4. Embrace and drive change to achieve financial independence for families
5. Do what’s right, not what’s easy
Chris has taken his lifelong love of giving back to the TRUADVICE team. They actively work to support Homes for Our Troops, Dante’s Den, InStride, Easter Seals, Child Protection Center, Samaritan Counseling, Big Dog Ranch Rescue, Animal Haven, and the Blue Alert Foundation.
greg menefee
Greg Menefee serves as the Senior Vice President of Consulting and Implementation for technology solutions at Orion. In this role, Greg is the champion of the phrase “Elevate Everything” with his team of consultants, who are dedicated to helping advisors maximize their Orion experience and achieve their strategic goals. A self-proclaimed CX fanatic, Greg brings over two decades of expertise in helping advisors think differently about creating incredible client experiences for their clients.
Greg began his career in 1998 with Fidelity Investments, with a focus on institutional and Family Office businesses. Most recently, prior to joining the leadership team at Orion, Greg built and led the TD Ameritrade Institutional Sales & Consulting team for 11 years. When not working with advisors or reading up on the latest books about client experience, you can find Greg and his wife, Summer, on mountain bikes with their kids in the Mountain Biking Capital of the world, Bentonville, AR.
steve sisler
For more than 37 years, Steven Sisler has been an innovator in the areas of people types, personality consultation, family/relationship dynamics, emotional intelligence, spirituality, and motivation. Steve’s a Behavioral Analyst, Behavioral Profiler, Axiologist, and an expert in behavior, emotions, and material values. Steve is a frequent guest on world-class podcasts such as The Art of Charm, Satori Prime, The Unmistakable Creative, I am Driven, and The Competitive Edge.
Steve works with his son Kohen establishing axiological concepts to inaugurate a greater understanding of how we can better navigate and thrive in a chaotic and unpredictable world.
Steve has finalized a multi-year project creating improved behavioral, temperamental, axiological, and motivational assessment tools based upon the Aristos Personality model developed by the late John G. Geier, which integrates behavior, temperament, material values, and axiological factors into a custom cohesive framework. In 2022 Steve launched his latest book entitled Axiology: One Mind, Two Worlds, Three Dimensions. This groundbreaking work will be the first of its kind and will make an extremely complex philosophy legible to the common HVP user.
Steve has consulted with over 350 .com companies in 18 countries over the last 18 years and Steven has spoken over 2,400 times including 6 lectures at the EO’s Entrepreneurial Master’s Program at M.I.T.
dr. tracy gapin
Dr. Tracy Gapin is a board-certified urologist, world-renowned health and performance expert and the founder of the Gapin Institute for High Performance Health.
He’s a thought leader, a professional speaker, and the author of the best-selling books Male 2.0 and Codes of Longevity.
His passion and purpose is providing Fortune 500 executives, entrepreneurs, and athletes a personalized path to more energy, more brain power and focus. He’s the creator of the N1 High Performance Health Program that provides the data- driven approaches you need to optimize your brain and body for peak performance.
Advisory services offered through TRUADVICE, LLC, an SEC registered investment advisor (CRD No. 292482). TRUADVICE, LLC’s Form ADV Part 2A and Form ADV Part 3 are available free of charge at https://adviserinfo.sec.gov/. The information and materials contained herein are presented for informational purposes only and should not be construed as personalized investment, tax, or legal advice. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear. This material may include links to independent, third-party websites that are not affiliated with or controlled by TRUADVICE, LLC. When you follow a link to one of these sites TRUADVICE, LLC does not warrant the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these sites, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Any person or entity that relies on any information obtained from these sites does so at his or her own risk.