Today, more than ever, imparting what makes each of our practices successful is paramount. Through our What's Working Webinar, NFA advisors share their best tips, tools, and resources, across various components of their business, including business growth, client engagement, and more.

This episode of the What’s Working Webinar highlights Bart Stevens. Bart will be covering the following topics:

• Models & Fact Sheets
• My New Journaling Tool
• Newsletters

More About Bart:

Bart has worked in the financial services industry for almost 20 years. He started as a management consultant for KPMG Consulting, working with Fortune 100 companies like Honda, AT&T and Wells Fargo, before making the leap from corporate to personal finance as an advisor with Edward Jones Investments. He founded his own firm at age 26 with zero clients and working out of a one-bedroom 600 sq ft apartment, and now manages more than $70M in assets. He merged his practice with David in 2013.

Bart is considered "the surgeon" of Mayfield Stevens, leveraging his engineering and economics background to focus on investment management and financial planning. Bart has achieved the prestigious Certified Financial Planner™ designation and devotes most of his energy towards meeting with clients to develop and manage their portfolios and plans. 

Bart spends most of his time outside of the office... working... but occasionally finds time to pursue his passion for both endurance sports and adventure travel. He also holds multiple advanced personal training degrees while coaching endurance athletes worldwide under his Delphi Human Performance Systems brand. He is an eight-time IRONMAN® triathlon finisher.