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
Join us for a fireside chat presenting our newest advisor research and learn key strategies and tactics that top financial advisors are using to successfully move upmarket and grow their business in today’s competitive environment.
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
Learn how advances in artificial intelligence are changing the financial advisory landscape, and how you can harness this technology to provide more value to your clients and stay ahead of the competition.
Speaker:
Howard Getson – President & CEO, Capitalogix
1:00 pm – 1:30 pm
Breakout Session I
A: Supercharge Your Practice with Today’s Opportunities
Learn how to take advantage of the latest trends and opportunities in the financial advisory industry to supercharge your practice and drive growth.
Speaker:
Allison Tirado – Elite Advisor Coach, CEG Worldwide
B: Attract The Ultra-Affluent: Delivering a High-Performing Virtual Family Office
Discover how to provide high-value, virtual family office services to ultra-affluent clients, and build long-term relationships that drive growth and success
Speaker:
Paul Lofties – Elite Advisor Strategist, CEG Worldwide
C: “The One Call Sale”: How To Make The Sale In One Zoom Conversation — Through Trust-Based Selling!
Join Ari Galper, the world’s number one authority on trust-based selling, to discover how to create deep trust on a single scheduled Zoom conversation – so you don’t have to chase prospects ever again! You’ll discover…
- How to shift your sales conversation from a relationship-building call (often ending in: “I’ll think about it and get back to you”) – to a doctor/patient diagnostic conversation where you write them a “prescription”
- Short cuts to creating instant trust, “going down the iceberg”, eliminating a multi-step sales process
- How to use a “Sales Road Map” to create trust and onboard new clients so they stay on your calendar
Speaker:
Ari Galper – Founder & CEO, Unlock the Game
1:30 pm – 2:00 pm
Keynote Address
10X Growth: Expand Your Freedoms for Exponential Results
Financial advisors can apply the counterintuitive process of 10X growth to their personal and professional lives by focusing on quality over quantity. This keynote presentation will provide valuable insights for achieving exponential results by expanding your four most important freedoms: time, money, relationship, and purpose. Then, learn from one of the most influential coaches in entrepreneurship and take your financial advising career to the next level.
Speaker:
Dan Sullivan – Co-founder & President, Strategic Coach
2:00 pm – 2:30 pm
Break
2:30 pm – 3:00 pm
General Session
A New Landscape: Maintaining Independent RIA Ownership
The past five years have seen private equity firms assume controlling ownership of many of the nation’s largest RIA firms. Virtually every leading RIA has enjoyed a chance to cash out. In this session, a pioneer if the profession will discuss the challenges and opportunities of remainings a management-owned firm, why he and his partners chose this avenue and how they see the landscape changing with giant players and technology playing a bigger role in the advice business.
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: Choose vs Chasing: How to combine discovery with collaborative planning to attract wealthy prospects and win competitive situations
Learn how to win the business of wealthy prospects by focusing on discovery and collaborative planning, and create a truly differentiated client experience that sets you apart from the competition.
Speaker:
Michael Yoder – Principal, Yoder Wealth Management
B: Asset Tokenization = Liquidity and Democratization
This session, hosted by technology leader Rohit Tandon will outline a compelling case for how blockchain tokenization “democratizes” private investing by offering risk-free liquidity for high-net worth investors and fractionalized investment opportunities for the mass affluent.
Speaker:
Rohit Tandon – Chief Executive Officer, Yoonify
3:40 pm – 4:00 pm
Break
4:00 pm – 4:30 pm
Keynote Address
The Referral Edge; How Top Advisors are Using Referrals to Outperform the Competition
Unlock the power of referral marketing to attract high-net-worth clients perfectly suited for your business. Discover active and passive referral strategies that accelerate your success.
Speaker:
Valerie Chaney – Managing Principal of Coaching, CEG Worldwide
4:30 pm – 5:00 pm
Keynote Address
Distinction On Demand: Become the Preeminent Financial Advisor in Your Community
Uncover the secrets of building a strong personal brand and establishing yourself as the go-to financial advisor in your community, using proven strategies and techniques that work.
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
Discover how to stand out in a crowded market, exceed your clients’ expectations, and build a thriving financial advisory business in the face of today’s challenges
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
Public relations and content marketing continue to hold the spotlight as one of the most cost-effective and powerful ways to attract and retain clients, impress strategic partners, and build a proud and loyal team. In this session, led by PR and marketing master Marie Swift, you will learn:
- Best ways to attract media attention and endear yourself to the press
- Pitching and news release strategies that work
- How to leverage published thought leadership and media mentions once received
- A credibility formula that builds trust and magnetically draws the right clients to you and your firm.
Speaker:
Marie Swift – President and CEO, Impact Communications, Inc.
B: Merger and Acquisition Mastery: Navigating the Complexities and Realizing the Opportunities
A confluence of national and industry trends is having an impact on mergers and acquisitions, succession planning, and valuation in the RIA industry. Drawing on DeVoe & Company’s technical and survey research, subject-matter expert David DeVoe discusses the key factors driving M&A, the subtrends in the sector, and what advisors should expect in the future. Come away with tactical guidance to help you navigate valuation and deal structure in today’s dynamic environment – either as a buyer or seller.
Speaker:
David DeVoe – Founder & CEO, DeVoe & Company
12:30 pm – 1:00 pm
General Session
Scaling Up: How Top Financial Advisors are Growing their AUM and Wealthy Clientele
Join John Bowen and three top financial advisors who will be answering questions about their unique approach to financial advisory services, successful campaigns, building trust and credibility with prospective clients, growing assets under management, and their proudest achievements in their practice. The questions will focus on specific examples and quantifiable results to provide a deeper understanding of the advisors’ expertise and effectiveness. The panel will provide valuable insights on how to differentiate themselves in the market.
Moderator:
John Bowen – Founder & CEO, CEG Worldwide
Speakers:
Jesse Abercrombie – Financial Advisor General Partner, Edward Jones
Lisa Kirchenbauer – Founder & President of Omega Wealth Management, LLC
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
After Nick Sonnenberg’s co-founder left his business with two minutes’ notice, the company was in rapid decline. Everyone was drowning in work, clients were leaving left and right, and bankruptcy seemed all but imminent. Yet through it all, Nick saw a path forward where no one else did. He envisioned a way to revive his company by improving the way his team worked together so they could collectively come up for air and get more done with less. Over time, he rebuilt his business from the ground up and refined his learning’s into what is now known as the CPR® Business Efficiency Framework. In his presentation, Nick tells the story of how this framework came out of the toughest time in his life—and how he’s since gone on to implement it with thousands of teams across all industries, so they can solve the same problems he once faced. Nick explains the underlying problems that cause so many people to feel as if they’re drowning in work and why nearly every business struggles with the same problems. As you’ll learn, these problems are easily solved by focusing on the three elements of CPR (Communication, Planning, and Resources) and, specifically, aligning as a team on when and how to use the tools in each.
Speaker:
Nick Sonnenberg – Founder & CEO, Leverage
2:15 pm – 2:45 pm
Keynote Address
The Proven Strategies for Building a Thriving Financial Advisory Practice
Greg Friedman has long championed culture as a key component of a successful business. Whether building your business through pursuing M&A or simply trying to grow organically, the stakes get even higher to rally the troops. In this session, Friedman shares his insight to achieving and maintaining a successful, positive RIA work culture, tackling obstacles that appear and creating resiliency in your business offering solutions based on real-world experiences.
Speaker:
Greg Friedman – Chief Strategy Officer, Wealthspire Advisors