Wednesday, October 16, 2024
6:00 PM - 8:30 PM
New & Old Friends Reception / Dinner - The Deck
6:00 PM - 8:30 PM
Thursday, October 17, 2024
7:15 AM - 8:15 AM
Morning Nourishment - Salon 1
7:15 AM - 8:15 AM
8:30 AM - 8:45 AM
Opening Comments & Introductions - Salon 2 & 3
8:30 AM - 8:45 AM
8:45 AM - 9:20 AM
Case Study - What is the next big area for Wealth firm marketing focus / effort?
8:45 AM - 9:20 AM
9:20 AM - 9:30 AM
Partner Challenge - Surge Venture
9:20 AM - 9:30 AM
9:30 AM - 9:40 AM
Community Questions
9:30 AM - 9:40 AM
9:40 AM - 10:15 AM
Case Study #2 - Recruiting is one of the cornerstone drivers for wealth firm growth. Pre-covid to now, to what extent have you recast your recruiting efforts?
9:40 AM - 10:15 AM
10:15 AM - 10:25 AM
Partner Challenge - TradePMR
10:15 AM - 10:25 AM
10:25 AM - 10:35 AM
Community Questions
10:25 AM - 10:35 AM
10:35 AM - 11:00 AM
Break
10:35 AM - 11:00 AM
11:00 AM - 11:40 AM
Breakout Session A - #1 Organic growth for Investment Advisers averages between three and four percent of AUM and #2 For the majority of wealth firms, recruiting is high on their priority list.
11:00 AM - 11:40 AM
11:40 AM - 11:50 AM
Community Questions
11:40 AM - 11:50 AM
11:50 AM - 12:00 PM
Partner Challenge - Powerlytics Inc
11:50 AM - 12:00 PM
12:00 PM - 1:00 PM
Lunch - Salon 1
12:00 PM - 1:00 PM
1:00 PM - 1:10 PM
Partner Challenge - KWP Consulting
1:00 PM - 1:10 PM
1:10 PM - 1:50 PM
Breakout Sessions B - #1 Transitioning an adviser to your firm is a universally recognized big lift. And #2 The SEC Marketing Rule is the law of the land and remains front and center for all wealth firms.
1:10 PM - 1:50 PM
1:50 PM - 2:00 PM
Community Questions
1:50 PM - 2:00 PM
2:00 PM - 2:35 PM
Case Study #3 - Sourcing and maintaining clean, timely, accurate data are a foundation of more efficient and effective marketing.
2:00 PM - 2:35 PM
2:35 PM - 2:45 PM
Partner Challenge - Snappy Kraken
2:35 PM - 2:45 PM
2:45 PM - 3:00 PM
Break
2:45 PM - 3:00 PM
3:00 PM - 3:10 PM
Partner Challenge - CATCHLIGHT
3:00 PM - 3:10 PM
3:10 PM - 3:50 PM
Breakout Session C - #1 Organic growth for Investment Advisers averages between three and four percent of AUM. To help advisers that want to sow the seeds for revving up their growth engine how are you helping/partnering with them to consider a change?
3:10 PM - 3:50 PM
3:50 PM - 4:00 PM
Community Questions
3:50 PM - 4:00 PM
4:00 PM - 4:15 PM
Beacon Roundtable Wrap Up
4:00 PM - 4:15 PM
6:00 PM - 10:00 PM
Closing Dinner - LA MERISE FRENCH BISTRO 2700 East 3rd Avenue
6:00 PM - 10:00 PM
Time Zone: (UTC-06:00) Mountain Time (US & Canada) [Change Time Zone]