Subject to change.
CE Credits will be available.
All sessions are shown in Eastern Time.
November 10, 2021
9:45 am – 9:55 am
Welcome & Opening Remarks
9:55 am – 10:45 am
The Ultimate Calendar of Marketing Events
This session will share several thought-provoking tools and resources collected from some of the very best financial professional teams in the country. It will cover three sample marketing calendars to help you create a visual road map for your own marketing plan. It will also highlight ideas to quantify costs, activities and the number of clients touched. Lastly, it will also discuss impactful event ideas to help put you in front of clients every month of the year. This presentation is fast paced, and full of ideas. Get your writing hand ready!
Susan Kay – MFS Investment Management, Conference Co-Chair
10:50 am – 11:40 am
Breakout Session I
A: How to Enhance Clients’ Social Security Benefits
Social Security continues to be a critical component of retirement income for many Americans and is often seen as the foundation to retirement income strategies. It is important for financial professionals to understand as much as possible about Social Security benefits in order to help their clients assess their situation, enhance their benefits, and create strategies to avoid any potential retirement income shortfalls.
Aimee Johnson – Allianz Life Insurance Company of North America
B: Women’s Empowerment In the Age of Covid
This session addresses key trends impacting women and their financial independence. Specifically, it will explore the impact that Covid has had on employment issues and the track to gender parity. Heather and Laura will offer real life examples of challenges and opportunities that women are facing and provide actionable ideas to help us empower ourselves and the women we serve.
11:45 am – 12:15 pm
Breakout Session II
A: Effectively Communicating Your POV on ESG
Get the guidance you need on how to position your firm’s approach to sustainable investing and ESG – and how to communicate it to your clients.
Carin Stimolo – Fidelity ESG Pro
B: Presentation TBD
Dani Fava – Envestnet
12:15 pm – 12:30 pm
12:30 pm – 1:00 pm
Breakout Session III
A: Attracting the next generation of clients through ESG investing
Responsible investing has become an attractive choice for investors who seek a personal, values-based connection to their investments. Join Angie O’Leary, Head of Wealth Planning, and her guest as they discuss how ESG can meet the needs of women investors – and how it can also help advisors bridge the generational gap by engaging the next gen of clients in planning and legacy conversations. Angie will also introduce RBC’s new ESG workbook, a resource designed to help investors get started with responsible investing.
B: Building a Modern Advisory Business
Focusing on your core competencies and outsourcing everything else is one of the keys to building a modern and competitive advisory practice. Join Vickie Edwards from AssetMark and Hannah Buschbom from the W Source to learn about how to focus on key revenue generating activities that drive real results.
1:05 pm – 1:55 pm
Breakout Session IV
A: The Financial Impact of Diversity
Diversity is a good thing to embrace from an ethical standpoint as well as an economic one. Yet while evidence of the business case for diversity continues to mount, so do the pandemic’s flattening effects on women in the workplace. In this session, panelists Kelly Baldoni and Samantha Palm will discuss new research findings that bolster the case for more diversity in business, including the link between board/executive diversity and company performance; how diversity bolsters corporate resilience and why now is a critical time to build it; the consequences for companies not employing diverse talent; and the positive environmental impacts of more diversity. They will also explore the positive ways companies are making changes to support women, and how investors can help.
B: Legacy Essentials: Strategies for Helping your clients prepare
One thing every financial professional has in common is an aging client base. Aging can lead to enormous challenges for clients, their families, and the financial professionals who serve them. Helping clients prepare for these challenges through a combination of empathetic communication skills and sound financial planning strategies presents an opportunity for you to deepen your relationships with your clients and their families. Join us as we explore your role in helping your clients age with dignity and grace.
Cathie Cobe – Nationwide
1:55 pm – 2:05 pm
2:05 pm – 2:35 pm
Breakout Session V
A: Retiring with Resiliency: How to bridge the Retirement Gender Gap
More than half the private wealth in the U.S. is controlled by women and the majority (90%) have a primary or shared responsibility for financial decisions in the family. Despite these facts, there remains a gap in how women view and manage money and plan for retirement. This important discussion will explore ways to bridge the retirement gender gap and provide resources to help financial professionals elevate their relationships with your female clientele. Topics will include financial education, the sequence of “concerns” that includes market volatility, life expectancy and inflation, and tips to help financial professionals be the catalyst of change in their practices. Lastly, the session will feature a review of the impact all this information can have on a retirement account, and the solutions available to protect clients’ well-earned departure from the working world. This session by Jackson will help financial professionals attract and retain female clients and prepare them for the retirement they want.
Kristen Billows – Jackson National Life Distributors LLC
B: Using Technology to Grow and Scale Your Practice
During this discussion, three successful advisors will break down how they and their teams are using technology to focus their positioning, grow revenues and operate a scalable practice.
Specifically, they will discuss:
- What tech solutions they rely on to grow (business development and marketing offerings) and scale (efficiencies/savings) their practices
- Why digital marketing is an essential component in growing your practice and what tools are a MUST have
- How technology can assist advisors in providing specialized services such as tax and estate planning to their clients at scale
- What tools can enable advisors to better establish their value proposition with clients
2:40 pm – 3:40 pm
Closing General Session
Create the #1 Revenue Generating Tool in your Business: 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. 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).
Everyone who attends will receive a Powerful Gift: The Story Braid Framework: 4-Part Framework of a High-Converting Signature Talk
Learning Objectives for this Session:
- Learn the Story Braid Formula. The 4-Part Framework for a High-Converting Signature Talk (simple & easy to use!)
- The secret to having people go deeper with your offerings without pressuring them or feeling salesy
- The #1 thing you can do in every talk to see 80% of people opt in!
- How to Overcome the Fear of Speaking (note: this is the #1 fear in the world, even over death!)
- Our bold promise: Outline your #1 Asset: Your Signature Talk (yes, you’ll get this done)
Pat Quinn – Advance Your Reach
3:45 pm – 4:50 pm
Virtual Happy Hour with Hosted Round Table Discussions
November 11, 2021
9:45 am – 9:55 am
Welcome & Opening Remarks
9:55 am – 10:45 am
The Four Pillars of the New Retirement: What a Difference a Year Makes
Retirement is being transformed by a number of powerful converging forces: rising longevity, the aging of the massive Boomer generation, growing health and wealth inequities across race and gender, the empowerment of women, an alarming absence of financial preparation by Americans and, of course, the effect of the world-changing COVID-19 pandemic.
Drawing from the cutting-edge insights and research findings from the most recent thought leadership study, The Four Pillars of the New Retirement conducted in a partnership between Edward Jones, Age Wave, and The Harris Poll, Maddy Dychtwald, co-founder of Age Wave, will explore the dynamics of a reinvented third age and how to live well in the new retirement.
- What are the four pillars of the new retirement?
- What are the hopes, dreams, and fears of individuals, their families, and our communities? Is it different for women than men?
- How have women been impacted by the pandemic in terms of planning for retirement?
- What is the gender wage gap over the span of a career?
- What are the biggest struggles and the silver lining of the pandemic?
- How can financial advisors help Americans plan holistically for the new retirement?
Maddy Dychtwald – Age Wave
10:50 am – 11:40 am
Breakout Session VI
A: Attracting and Retaining Diverse Talent
B: Grey Divorce and Re-partnering: what you need to know now!
What you don’t know about helping with your client from post-divorce to re-partnering. Join our discussion on financial considerations post-divorce and repartnering options. Take away tools to help in your practice.
11:45 am – 12:15 pm
Breakout Session VII
A: The Science of Investor Decision-Making
By the end of this session, you will gain a deeper understanding of the intersection between psychology and finance, which will illuminate why investors make the decisions they do. You will learn the skills and techniques to better serve you and your clients as you navigate investment decisions.
Lara Coviello – Brinker Capital Investments
12:15 pm – 12:20 pm
12:20 pm – 1:25 pm
Virtual Lunch with Hosted Round Table Discussions
1:30 pm – 2:00 pm
Breakout Session VIII
A: Growth Strategies Proven to Work
Achieving scalable and sustainable organic growth is never easy—especially during a pandemic. Learn practical foundations for building growth strategies and tactical, repeatable steps to incorporate into your marketing and business development endeavors. Case studies will be shared.
B: Tips for Upgrading Your Digital Marketing
Join us for a lively conversation with Suzanne Siracuse, CEO, Suzanne Siracuse Consulting Services, Samantha Russell, FMG Suite Chief Evangelist and Susan Theder, Chief Marketing and Experience Officer as they discuss marketing strategies and tactics they see working best for advisors ranging from social media and websites to public relations and events.
2:05 pm – 2:55 pm
Breakout Session IX
A: Buying and Selling Advisory Firms
B: Serving Female Clients: Effective strategies to ensuring a secure retirement
This session will focus on best practices advisors can use to provide value and practical advice to their female clients as they plan their retirement income strategy. Our panelists will provide and discuss real life examples and use cases addressing everything from asset titling and social security to taxes and appropriate investment solutions.
2:55 pm – 3:00 pm
3:00 pm – 3:30 pm
Breakout Session X
A: Presentation TBD
Tracey Longo – Financial Advisor Magazine
Nicole Donnelly – TisBest
B: Modern Social Security Claiming Strategies for Women
Traditional Social Security claiming strategies rely on outdated assumptions for education, wealth, and income levels for women. Instead, financial professionals must look at revising these strategies as educational attainment and labor force participation for women increase.
This session discusses today’s demographic changes, looks at how longevity risk for women is impacted, and outlines strategies for claiming to maximize the expected value of the Social Security benefit while minimizing longevity risk. Discussion also includes the impact of Social Security benefits within a comprehensive estate plan.
Dr. Sofia Duffy – The American College of Financial Services
3:35 pm – 4:25 pm
Think Up: How to Fearlessly Build a High Growth, High Profit, High Happiness Advisory Firm
Fearless advisors grow 2-3x faster, earn 2-3x more, and have ample time and freedom to enjoy their success. Success leaves clues, and Stephanie will share the mastery model she uses to create radical results that help you turn your fear into fuel that shifts your thinking, boosts your productivity, deepens your value, and accelerates your success to build a wildly successful business and life that you love.
Stephanie Bogan – Limitless Advisor Coaching