Agenda 2021
March 25, 2021
9:00 am PT / 12:00 pm ET
Welcome
Get ready for two days that will help you dramatically grow your business as you race up the hierarchy of advisor success.
John Bowen
9:15 am PT / 12:15 pm ET
Anticipatory Advisor: Use Hard Trend Future Facts To Elevate Value And Accelerate Growth
There has never been more uncertainty than there is today, and it has never been more imperative to get ahead of problems and identify new game-changing opportunities by becoming an Anticipatory Advisor.
Speaker:
Daniel Burrus – Burrus Research, Inc
9:40 am PT / 12:40 pm ET
Rich Bernstein On Investing: The View From December, 2029
Could inflation stage a comeback? De-globalization alter the investment landscape? Tech turn to dreck? Emerging markets outperform venture capital? Award-winning market strategist Rich Bernstein outlines how the investment world in the 2020s will look very different from the previous decade.
Speaker:
Rich Bernstein – Richard Bernstein Advisors
10:15 am PT / 1:15 pm ET
Breakout Session I
A: How To Rapidly Apply Burrus’ Hard Trend Methodology To Accelerate Growth
In this interactive breakout, Daniel Burrus will build on what you have learned in his opening presentation showing you exactly what steps to take when you return to home to dramatically accelerate growth.
Speaker:
Dan Burrus – Burrus Research, Inc
B: What You Need To Know About Advisor M&A Mania
Consolidation in the advisor universe is accelerating at a frenzied pace. This provides advisors with numerous options when it comes to selling or merging their firms. Yet not every merger works. In this session, an M&A expert will outline the opportunities and pitfalls.
Speakers:
Carolyn Armitage – ECHELON Partners
C: Using Entrepreneurial Operating Systems
Accredited Investors Wealth Management is a $2.7 billion dollar RIA with fifty employees. Two years ago, they began using the Entrepreneurial Operating System (EOS). In the midst of their internal succession planning, EOS has helped create a common organizational language to set and track strategic priorities, create better accountability throughout the company, and help the firm’s shareholders improve communication with each other. Join CEO/Founder Ross Levin and the firms EOS integrator and COO Brian Martin in learning how you can install this in your practice – regardless of its size.
Speakers:
Ross Levin – Accredited Investors Wealth Management
Brian Martin – Accredited Investors Wealth Management
D: Jump The Line. Super Charge Your Growth By Unlocking Your Team
Is now the time for you to ascend to the top of the pyramid as an Elite Wealth Advisor? Is this the year you win and win big? Then learning the keys to unlocking the “super accelerant” contained within your team is of critical importance. One of the most overlooked success factors is the winning combination of you and a high performing, elite team. Connecting to the potential your team possess will unleash your capacity. With renewed capacity, you will uncover more business opportunities, engage more Centers of Influence, garner more ideal prospects and have the focus to achieve the organic growth you want and need to Jump the Line. The life and business you desire is within your reach. The missing piece is potentially right under your nose, on your team.
Speaker:
Valerie Chaney – CEG Worldwide
E: Build your Ideal Business with Ideal Clients to create your Ideal Life.
Has an old-school industry that focuses on a never-ending quest to “gather more assets” with random, impersonal standards like “million-dollar producer” never really felt quite right to you? Wouldn’t you prefer, instead, to build YOUR Ideal Business with people who meet YOUR Ideal Client profile and create YOUR Ideal Life? Would you love to have a smaller and finite number of clients with whom you have intimate professional relationships where every client pays you the same, predictable, annual fee ($10k – 100k) for the same incredible client value… regardless of investment performance and economic or world events? Does that seem too good to be true? It’s not. That’s what we’ve been helping some of the best FAs in world accomplish for decades and you may be able to do the same. Join me for an enlightening and inspiring discussion about creating your Ideal Life. Warm regards, Bill Bachrach.
Speaker:
Bill Bachrach – AdvisorRoadmap
10:45 am PT / 1:45 pm ET
Break
11:00 am PT / 2:00 pm ET
How Advisors Create Distinction In A Hyper-Competitive, Post-Pandemic World
For financial advisors, the most important question is: “WHY would a client choose my practice over the competition?”
How do you stand out from the crowd, so you become the preferred choice of HNW prospects?
Via distinctive stories from extensive case studies, this session provides specific action steps that every wealth manager must undertake to stand out and earn more.
Outcomes:
• Improved AUM from learning the specific steps to create distinction
• Enhanced clarity about the direction of your practice
• Discover communication approaches that transcend generational differences and enhance retention
• Learn the specific steps required to deliver The Ultimate Client Experience®
Speaker:
Scott McKain – The Distinction Group
11:25 am PT / 2:25 pm ET
Impact Investing Is Here To Stay
Over the last year, ESG and sustainable funds attracted a major share of all new investment dollars flowing into the market, and clients demand for portfolios that reflect their values only continues to accelerate. What’s driving the boom? What do advisors need to know and what must they watch for? Learn from Deb Wetherby and Justina Lai, both early pioneers in the impact investing field long before it went mainstream.
Speakers:
Deb Wetherby – Wetherby Asset Management
Justina Lai – Wetherby Asset Management
12:00 pm PT / 3:00 pm ET
Breakout Session II
A: How Advisors Create Distinction In A Hyper-Competitive, Post-Pandemic World
An interactive continuation of Scott’s keynote presentation.
Speaker:
Scott McKain – The Distinction Group
B: Anticipating Changes In Estate Planning
President Biden and his team made it clear they will seek to raise the estate tax. For clients, that creates problems. For advisors, it creates opportunities. In this session, the head of a trust company will outline strategies she is utilizing with clients to mitigate potential changes to the estate tax.
Speaker:
Leah Bennett – Westwood Wealth Management
C: Maximize Your WOW Factor to Dramatically Boost Your Best-Client Referrals
Are you really doing all you can to create truly world-class experiences for your best clients?
Delighted clients maximize the value of your business, and can be a powerful source of new, high net worth client referrals. Learn how to maximize your best client referrals by delighting your best clients, and help them become marketing apostles.
Speaker:
Lee Denmark – CEG Worldwide
D: Behavior And Perception Are Why We Don’t Win Big
Why misunderstanding our brain and everyone else’s brain are the reasons why we don’t win big. It’s not a lack of intelligence or drive that keeps us from winning, it’s a lack of perception.
Speaker:
Steve Sisler – The Behavioral Resource Group
12:30 pm PT / 3:30 pm ET
Break
12:45 pm PT / 3:45 pm ET
Top Financial Advisor Panel, With Q&A To Follow
Three of our industry’s most successful advisors share how they have built amazingly successful businesses—along with amazing lives of significance—each in their own very different way. You will be able to immediately apply their hard-earned lessons in your own practice and life.
Moderator:
John Bowen – CEG Worldwide
Panelists:
Michael Nathanson – The Colony Group
Terry Cook – Parcion Private Wealth
Anat Yoder – Yoder Financial
1:30 pm PT / 4:30 pm ET
Who Not How
When you want to accomplish something, stop asking, “How can I do this?”, but instead ask yourself, “Who can do this for me?”. Making this shift involves retraining your brain to stop limiting your potential based on what you can do on your own and instead focus on the infinite and endless connections between yourself and other people as well as the limitless transformation possible through those connections. By mastering Who Not How, you will quickly learn how successful entrepreneurs like Dan build incredible businesses and personal freedom, along with massive success.
Speaker:
Dan Sullivan – Strategic Coach
1:55 pm PT / 4:55 pm ET
Break
2:20 pm PT / 5:20 pm ET
Breakout Session III
A: How to Craft Your Signature Talk
In this Session, Pat Quinn teaches you the key ingredients to create the #1 Revenue Generating tool in your business: A High-Converting Signature Talk that inspires people to go deeper with you and your products and services.
Whether you do Dinner Seminars, teach College Classes, or just want to be more comfortable talking about your services, this presentation will show you specific concrete steps you can implement immediately. Increase your conversion rate AND lower your cancellation rate with research-based techniques proven to work!
You are one Great Talk away from seeing your business grow significantly. In this session, you will get our step-by-step “High-Converting Talk” recipe that you can implement immediately. It works universally for Online Stages (webinars, summits, podcasts) and Offline Stages (Your own Stages, Keynotes, breakouts).
Speaker:
Pat Quinn – Presentation Coach
B: The Key To Breakthrough Results: Getting Uncomfortable
“Life begins at the end of your comfort zone.” The cliché is true. Growth requires risk and discomfort. Here you will learn how to get breakthrough results by learning how to embrace discomfort–making it more tolerable and seeing it as a sign that you & your team are on the right path.
Speaker:
Allison Ballou – CEG Worldwide
C: The Path To Enterprise
An enterprise is a business that has become sustainable and that, while reliant on the people it employs in the aggregate, has transcended its reliance on any one person or sub-group of people. When a business becomes an enterprise, its value is maximized. This presentation addresses the necessary steps to transform a business into an enterprise, including through organic and inorganic growth, organizational optimization, and diversification of revenue.
Speaker:
Michael Nathanson – The Colony Group
D: Leading From Anywhere: Unlock The Power And Performance Of Your Remote Team
The future of work is working from anywhere, which means leaders need the skills to lead from anywhere.
In this meticulously researched, refreshingly practical talk, top business thought leader David Burkus provides managers with a complete guide to leading remotely, packed with everyday examples and illuminating insights. This talk provides everything you’ll need to survive and thrive as the leader of a remote team—which is something all leaders will need to consider themselves from now on.
Speaker:
David Burkus
2:50 pm PT / 5:50 pm ET
Day One: Executing On What’s Most Important
Identify the vital few actions from the day that have the potential to have the greatest possible impact on your business and your life over the next 12 months.
Speaker:
John Bowen
3:00 pm PT / 6:00 pm ET
VIP Networking Event
March 26, 2021
9:00 am PT / 12:00 pm ET
Opening: Welcome To Day Two
We continue our laser focus on the strategies and actions that will create substantial growth in 2021 and beyond.
Speaker:
John Bowen
9:15 am PT / 12:15 pm ET
Innovation And The Idea Multiplier
The network of knowledge is becoming more global and more powerful, with exciting implications for our economic future, and in particular, productivity. In this session, Vanguard’s chief economist reveals what his staff discovered from a multi-year research project on the idea multiplier—a barometer of the volume and value of ideas based on a time series of academic paper citations across industries and countries. Are we on the verge of a new wave of innovation?
Speaker:
Joe Davis – Vanguard
9:40 am PT / 12:40 pm ET
Strategically Grow Your Practice With Charitable Expertise
With seven out of 10 wealthy investors self-identifying as philanthropic, there’s a substantial opportunity to help them with charitable planning but many advisors don’t talk about it regularly with clients or consider it a meaningful part of their practice. Join this session to learn about the influential role of philanthropy in holistic wealth management and how demonstrating charitable expertise can facilitate deeper relationships and new business with the philanthropic affluent.
Speaker:
Hannah Shaw Grove – Foundation Source
10:15 am PT / 1:15 pm ET
Breakout Session IV
A: Hollywood Secrets: Using Storytelling And Media To Grow Your Financial Practice
Nick Nanton will share the secrets behind storytelling and how it relates to growing your brand and your revenue as an advisor. Having worked with more than 3000 professionals in 60 countries to help share their stories, Nick will reveal exactly what is working now in the “Zoomconomy”.
Speaker:
Nick Nanton – DNAmedia
C: “GET’EM ON THE BUS!” — Effective Speaking In 2021
Your introduction is never your bio. Your opening should never be “I’m so glad to be here” and your closing should never be, “thanks so much for listening.” So what do you do when you are asked to speak on a podcast, panel, educational event, webinar or any type of virtual event or at an in-person meeting? Not only will you know the answer, you’ll learn a great deal about how to be an even more effective speaker and communicator. This session has one main objective, to give you specific usable and proven techniques that you can use immediately to increase the results you get every time you speak.
Speaker:
Joel Weldon – Ultimate Speaking System
D: Human Capital And Longevity
As clients grow older in a fast-changing, dynamic world, the dispersion of outcomes increases exponentially. The implications for financial planning and wealth management are profound. For clients, maintaining their human capital assumes a role of paramount importance. In this session, an advisor and chair of Stanford Center On Longevity’s Advisor Council provides actionable advice on how advisors can help clients prepare for a new reality.
Speaker:
Russ Hill – Halbert Hargrove Global Advisors LLC
E: The Next Normal: Embracing Digitally Enabled Advising
The pandemic thrust the wealth management industry into the world of virtual advice. While most advisors have embraced this digital transformation, some still hope to return to “normal.” In this session, Sean Gray, Director of Wealth Management Consulting at RBC Wealth Management-U.S., will explore how, moving forward, advisors can separate themselves from the pack and better grow their business by further embracing technology. From harnessing client data to creating full financial ecosystems using some of the principles that have made tech companies such as Apple and Amazon successful, Gray will help advisors dig into how tech can be the wealth management industry’s next normal.
Speaker:
Sean Gray – RBC Wealth Management
10:45 am PT / 1:45 pm ET
Break
11:00 am PT / 2:00 pm ET
Leveraging Thought Leadership To Build Profitable Partnerships With Attorneys And Accountants
The Wealthy Client Pipeline brings together two of the most powerful drivers of new business for financial advisors—thought leadership and strategic partnerships with centers of influence—in a proven process for creating a steady stream of affluent client introductions.
Speaker:
John Bowen – CEG Worldwide
11:25 am PT / 2:25 pm ET
Executing Your Greatness Through Story
Your greatness and your ability to be the absolute best financial advisor all comes down to how effectively you can tell your unique story. In his internationally acclaimed keynote, Bo reveals his three critical steps to storytelling and shares his journey from runt of the litter to the NFL to Broadway to corporate boardrooms. Discover how to extract your personal story so you can connect on a deeper level with clients and prospects—and become a highly effective and persuasive communicator.
Speaker:
Bo Eason – The Bo Eason Experience
11:50 am PT / 2:50 pm ET
Breakout Session V
A: Executing Your Greatness Through Story
An interactive continuation of Bo’s keynote presentation.
Speaker:
Bo Eason – The Bo Eason Experience
B: How To Rapidly Grow AUM, Your Team And Your Practice Using Your Story
We work with successful advisors who feel frustrated by their messaging.
They know they have a powerful message but don’t know how to share it.
As an advisor, your story and message are the keys to…
Rapid growth in AUM; Building a high performance team; Scaling your practice beyond you
I want to show you how you can use your story and message to unlock record growth in your practice in 2021.
I will show you:
1. How to craft your authentic, differentiated story and message.
2. How to powerfully deliver and present your message.
3. How to enroll your dream clients using your message.
Speaker:
Chris Smith – The Campfire Effect
C: “REPLACEABLE!”
Why You Need To Be More Replaceable In Your Business
Speaker:
Ari Meisel – Less Doing
D: Expertly Leading Your Team Through Uncertainty
Change and uncertainty have become our norms. As a business leader it is up to you to create stability so that you, your organization and your team can thrive. In this breakout best-selling author Tracey Lovejoy will share three research-based, concrete strategies that you can put into effect right away. You will be able to confidently create calm amidst our global chaos and effectively lead your team on a clear path toward success and positive well-being.
Speaker:
Tracey Lovejoy – Catalyst Constellations
E: How Technology Helped Grow and Scale my Practice
In this session, Andrew Altfest, President of Altfest Personal Wealth Management, a $1.5 billion fee-only RIA, and Founder of FP Alpha, will break down how he and his team use technology to focus their positioning, grow revenues and operate a scalable practice.
In this session he will discuss:
• Why digital marketing is an essential component in growing your practice
• How to achieve operational efficiencies through your tech stack
• What tools can enable advisors to better establish their value proposition with clients
In addition, Andrew will walk through his new AI driven tool, FP Alpha, which automates the upload of documents such as wills tax returns and estate plans, then provides recommendations in specialized areas such as tax, estate and insurance that advisors can deliver to clients in a personalized and customized deliverable.
Speaker:
Andrew Altfest – FP Alpha; Altfest Personal Wealth Management
12:30 pm PT / 3:30 pm ET
Break
12:45 pm PT / 3:45 pm ET
Managing Growth
Many leading RIA firms enjoyed record growth operating in a virtual world in 2020. In this session, three leading RIA executives will discuss the lessons they learned during the pandemic that will help them drive growth going forward.
Moderator:
Evan Simonoff – Financial Advisor
Speakers:
Ray Padrón – Brightworth
Heather Fortner – Signature FD
Chris Cordaro – RegentAtlantic
1:30 pm PT / 4:30 pm ET
Why Don’t Clients Care? How To Use Content To Generate Attention, Increase Conversions, And Make Clients Understand Your Value
Speaker:
Tucker Max – Scribe Media
1:55 pm PT / 4:55 pm ET
Break
2:20 pm PT / 5:20 pm ET
Breakout Session VI
A: The F Word: Turning Your Fear Into Fuel
From prospecting to partnerships to profitability, the “F” word is a silent stakeholder in your success. Business Success coach Stephanie Bogan will reveal the invisible forces stalling your growth, stealing your time, and sucking the satisfaction out of your work. Stephanie will share strategies you can use to create your own radical results, faster and easier than you ever imagined. Learn how to turn your fear into fuel to accelerate your growth, deliver massive value to clients and enjoy all the financial success and freedom you desire.
Speaker:
Stephanie Bogan – Limitless Adviser Coaching
B: Delivering Incomparable Value
If you don’t want to be compared to others, start delivering incomparable value.
The existing value propositions of providing financial planning and asset management are all undergoing rapid commoditization. It is becoming increasingly difficult for advisors to distinguish themselves in a crowded marketplace. The one value proposition that transcends becoming a commodity is the one that enables advisors to sell their wisdom, experience, and insights. The hallmark of this new way of thinking is the unique manner in which success is measured—Return on Life™.
Speaker:
Mitch Anthony – Advisor Insights Inc.
C: Everything You Need To Know About Writing, Publishing And Marketing A Book
A Q&A with 4x New York Times Bestselling Author Tucker Max.
Speaker:
Tucker Max – Scribe Media
2:50 pm PT / 5:50 pm ET
The Road Ahead
The new world offers abundant opportunities for the advisors who focus on what matters most: serving clients exceptionally well while implementing the strategies that will take their businesses to the very top.
Speaker:
John Bowen