Over 40 financial professionals from across Texas gathered for LEAP Day 2025! It was a high-energy day of innovation, collaboration and practice elevation. Held in Dallas-Fort Worth, the event was more than just another training—it was a backstage pass to the future of holistic financial planning.

Before the main event, top advisors, enterprise leaders, and the DFW leadership team came together for strategic planning, one-on-one coaching sessions and team dinners.

Welcome to the LEAP Show
Paul Rodden and Meghan Gray opened the day by thanking attendees for showing up ready to rock—open to innovative ideas and committed to growing their practices.

Then came Joe Brunello, LEAP’s Director of Training and Development, kicking off with “Why LEAP, Why Now.” He made it clear: in today’s fast-changing environment, advisors need to play lead guitar in their clients' financial lives—acting as their "Micro Manager" across every major decision.

Innovation Rocks—But Don’t Bring a Walkman to a Spotify World
In one of the most talked-about moments, Dave Wiesner, President of LEAP Systems, strolled in with an '80s wig and a Walkman—proving that outdated tools just don’t cut it anymore. With a nod to classic rock and a wink at outdated tech, he highlighted the importance of staying current. His message? Your clients don’t want record-player solutions in a streaming world. And LEAP is evolving to meet the moment.

Real Talk from the Road
John Norman, Financial Advisor at Wealth Coordination Partners and devoted LEAP user, shared compelling case studies and client stories. His insights reminded attendees that the LEAP model isn’t just theory – it delivers, again and again.

Encore Energy
By the end of the day, the room was buzzing with renewed energy, fresh strategies and a deeper connection to peers across the industry.

Whether you're a solo act or part of a full advisory band, LEAP can amplify your impact and help you deliver a holistic experience for your clients.

Want to learn how to turn up the volume in your practice? Connect with Dave Wiesner, Joe Brunello, Paul Rodden, or Meghan Gray to explore how LEAP training at 1847Financial can help you modernize your practice, deepen client value and rock your goals.

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