Breakout Session A #1

Organic growth for Investment Advisers averages between three and four percent of AUM. For the past few years, AUM growth at many firms has been primarily driven by adviser acquisitions. Furthermore, a meaningful number of advisers are happy at their current firm. To help advisers that want to sow the seeds for revving up their growth, how are you helping/partnering with them to drive it? Where is your firm's jumping off point for assisting with new client acquisition? What unique product and service offerings and assistance are available from your firm to advisers to incorporate into their own tool chest to compel them to stay? How do you measure the effectiveness in terms of ROI,timeline for each method to see the rewards for the investment, your firm, and for the advisor?  

Breakout Session A #2

For the majority of wealth firms, recruiting is high on their priority list. What should the next generation recruiting experience look like from end to end? Think about finding leads, engaging them, and encouraging transition.  How are you finding/targeting/engaging the right advisers?  How are you profiling adviser(s)?   How are you automating the due diligence process for the advisers?  How do you differentiate your firm beyond payouts? How do you support niche focused advisers’ needs?  What are advisers telling you that they want/need and you can’t readily provide?