Breakout Sessions A

Collaborative  |  Wealth Firms and Solution Providers  |  30 Minutes

 #1 - Succession and Next-Generation: Building a Firm the Next- Generation Wants to Own.

The firms winning the next-generation talent conversation are not just offering higher comp. They are offering ownership, a real voice in the firm's future, business and financial stake, and work that matters. We will spend this time exploring what that looks like in practice: the equity paths, the leadership development, and the client relationships that make succession real rather than something we will get to eventually.

#2 - Firm Growth and Differentiation: What's Working in 2026.

Differentiation is one of the most talked-about ideas in wealth management and one of the least followed through on. We are skipping the positioning language and going straight to what is working: the specific decisions, investments, and experiences that are producing referrals, winning new relationships, and building the kind of firm people talk about.