Track Overview

  • Technology: This track will tap into the experience of thought leaders who will share technology strategies that you can apply right away and build on in the future. Emphasis will be placed on how emerging technologies can have the potential to transform the delivery of client services. Expert advice will help advisers incorporate these new technologies into their business and optimize their technology investment to drive growth.


  • Marketing and Distribution: Industry experts and top advisers will share the latest marketing trends and business development practices. Sessions in this track include a dive into best practices in utilizing the internet and social media to gain market intelligence about your clients and position yourself front and center with clients and prospects.


  • Practice Optimization: This track features renowned business consultants and thought leaders in the financial planning profession that will provide advisers with ground breaking insight and advice to optimize their business to get the most of your staff. Attend all of the sessions in this track and walk away with new ideas and innovations to implement now and incorporate into your future strategic planning efforts and employee relations across all areas of your business.


  • Portfolio and Asset Management: Managing client portfolios alongside client expectations in this volatile market environment is a challenge. Staying on top of portfolio risk and exposure has become increasingly difficult. Attend this track to hear from industry leading portfolio managers and other advisers on exactly what they are doing to overcome these challenges and leave with a new perspective on asset management.

Login