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