Panel Discussion: Sales Management in the Digital Era

Timothy Smith

Timothy L. Smith, CFP®, is the Founder and CEO of Aurora Private Wealth, Inc., a premier financial services firm specializing in innovative and personalized wealth management strategies. With over four decades of experience, Tim has built a reputation as a leader in financial planning, offering tailored solutions for high-net-worth clients and empowering advisors to achieve independence and success in their practices. Beyond his professional achievements, Tim is a dedicated advocate for financial literacy. Together with his daughters, he co-hosts The Financial Dad, a podcast designed to educate entrepreneurs, influencers, and creatives on essential financial topics like taxes, insurance, and investing - areas often overlooked in traditional education. Tim’s engaging and relatable approach ensures listeners gain actionable insights to secure their financial futures.