Agenda

All sessions are shown in Eastern Time

March 23, 2023

11:00 am – 11:15 am
Welcome & Introduction

Chris Smith – Managing Principal of Branding, CEG Worldwide


11:15 am – 11:50 am
Keynote Address

Best Practices of Top Financial Advisors 2023: What It Really Takes to Move Upmarket and Thrive Today

Speakers:
John Bowen – Founder & CEO, CEG Worldwide
George Walper – President & CEO, Spectrem Group


11:50 am – 12:00 pm
Break


12:00 pm – 1:00 pm
Keynote Address

The Future of Artificial Intelligence and What It Means to You as a Financial Advisor

Speaker:
Howard Getson
– President & CEO, Capitalogix


1:00 pm – 1:30 pm
Breakout Session I

A: Supercharge Your Practice with Today’s Opportunities

Speaker:
Allison Tirado – Elite Advisor Coach, CEG Worldwide

B: Attract The Ultra-Affluent: Delivering a High-Performing Virtual Family Office

Speaker:
Paul Lofties – Elite Advisor Strategist, CEG Worldwide

C: TBD


1:30 pm – 2:00 pm
Keynote Address

TBD


2:00 pm – 2:30 pm
Break


2:30 pm – 3:00 pm
General Session

Title: TBA

Moderator:
Evan Simonoff – Editor in Chief & Editorial Director, Financial Advisor Magazine
Panelist:
Ross Levin – Founder & Shareholder, Accredited Investors Wealth Management


3:00 pm – 3:30 pm
Breakout Session II

A: TBA

Speaker:
Valerie Chaney – Managing Principal of Coaching, CEG Worldwide

B: Choose vs Chasing: How to combine discovery with collaborative planning to attract wealthy prospects and win competitive situations

Speaker:
Michael Yoder – Principal, Yoder Wealth Management

C. TBA


3:40 pm – 4:00 pm
Break


4:00 pm – 4:30 pm
Keynote Address

TBA

Speaker:
TBA


4:30 pm – 5:00 pm
Keynote Address

Distinction On Demand: Become the Preeminent Financial Advisor in Your Community

Speaker:
Chris Smith – Managing Principal of Branding, CEG Worldwide

March 24, 2023

11:00 am – 11:15 am
Welcome To Day Two

Speaker:
Chris Smith
– Managing Principal of Branding, CEG Worldwide


11:15 am – 11:50 pm
Keynote Address

PLAY TO WIN: Five Ways To Be the Advisor Your Clients Need, Rise Above the Competition and Grow Your Business in Today’s Challenging Environment

Speaker:
John Bowen
– Founder & CEO, CEG Worldwide


11:50 am – 12:30 pm
Breakout Session III

A: Leveraging Public Relations to Build Trust and Drive Growth in Your Wealth Management Business

Speaker:
Marie Swift – President and CEO, Impact Communications, Inc.

B: Merger and Acquisition Mastery: Navigating the Complexities and Realizing the Opportunities

Speaker:
David DeVoe – Founder & CEO, DeVoe & Company

C: TBA

Speakers:
TBA


12:30 pm – 1:00 pm
General Session

Scaling Up: How Top Financial Advisors are Growing their AUM and Wealthy Clientele

Moderator:
John Bowen – Founder & CEO, CEG Worldwide
Speakers:
Lisa Kirchenbauer – Founder & President of Omega Wealth Management, LLC
Jesse Abercrombie – Financial Advisor General Partner, Edward Jones
Matt Nordmann – Partner/Financial Advisor Morrison Nordmann Wealth Management


1:00 pm – 1:20 pm
Break


1:20 pm – 2:15 pm
Keynote Address

Come Up for Air: How Teams Can Leverage Systems and Tools to Stop Drowning in Work

Speaker:
Nick Sonnenberg – Founder & CEO, Leverage


2:15 pm – 2:45 pm
Keynote Address

The Proven Strategies for Building a Thriving Financial Advisory Practice

Speaker:
Greg Friedman
– Chief Strategy Officer, Wealthspire Advisors


3:00 pm
Conference Ends