2017 Fall Conference Speaker

Diane MacPhee is a Certified Financial Planner as well as a Professional Certified Coach. She is a nationally recognized business coach and has been featured in a number of our financial planning journals over the last twenty years. Diane has written several practice management columns and is a sought after speaker as well. She has appeared on CNBC as well as radio a number of times.

Diane is well versed in the challenges that financial advisors face and she coaches her clients through a variety of issues. Diane operated a fee only practice for sixteen years. She has been in the trenches herself and knows firsthand the struggles, joys and desires of being a successful business owner. She has been active in the financial planning profession for over 20 years.

Diane partners with her clients to explore where they are stuck and how to make that next leap. Together they develop strategy to determine how best to move forward on the agreed upon goals. Diane will hold them accountable to the results they desire. She has coached hundreds of advisors at varied levels of experience. Diane is very unique in that she is a CFP and PCC.