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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Ms. Laurie Burkhard
Director, Head of Business Consulting at Sanctuary


Laurie is a highly experienced Practice Management Consultant and Coach. She entered the field of Practice Management for Financial Advisors in its infancy. Throughout the three decades she’s been working with Financial Advisors she has had the chance to work with thousands of offices giving her an in depth and unique insight to how good (and bad) offices are run.

She guides Partner Firms to a more efficient, profitable, and enjoyable practice no matter where their business is in its life cycle by providing unbiased, experienced and focused coaching and consulting services.

She is also a Certified Masters Coach and hold numerous securities licenses. She holds her Behavioral Financial Advisor™ designation and is certified in Emotional Intelligence. Her combination of industry knowledge, experience and coaching know how the cornerstone of her ability is to help advisors reach their success, however they define it.

Agenda Sessions

  • Architecting Your RIA Firm for Present and Future Expansion: Rules of Engagement for Developing Top Talent