Wednesday, November 13, 2024
6:00 PM - 8:30 PM
New & Old Friends Reception / Dinner in the Rotunda
6:00 PM - 8:30 PM
Thursday, November 14, 2024
7:30 AM - 8:15 AM
Morning Nourishment on the Santa Ynez Terrace
7:30 AM - 8:15 AM
8:30 AM - 8:45 AM
Opening Comments & Introductions in Santa Ynex Meeting Room
8:30 AM - 8:45 AM
8:45 AM - 9:20 AM
Case Study #1 - Organic growth has stalled at an anemic 3-4% annually. Ouch.
8:45 AM - 9:20 AM
9:20 AM - 9:25 AM
Partner Challenge - Salesforce
9:20 AM - 9:25 AM
9:25 AM - 9:35 AM
Community Questions
9:25 AM - 9:35 AM
9:35 AM - 9:40 AM
Partner Challenge - Surge Ventures
9:35 AM - 9:40 AM
9:40 AM - 10:15 AM
Case Study #2 - High producing advisors are telling us they have technology fatigue. .
9:40 AM - 10:15 AM
10:15 AM - 10:20 AM
Partner Challenge - TradePMR
10:15 AM - 10:20 AM
10:20 AM - 10:30 AM
Community Questions
10:20 AM - 10:30 AM
10:30 AM - 10:35 AM
Partner Cahallenge: Skience
10:30 AM - 10:35 AM
10:35 AM - 10:50 AM
Break
10:35 AM - 10:50 AM
10:50 AM - 10:55 AM
Partner Challenge - Sycamore
10:50 AM - 10:55 AM
10:55 AM - 11:25 AM
Breakout Sessions A - #1 Artificial Intelligence has to be the swarmword (it seems buzzword wasn’t loud enough) for 2025. #2 Managed Money Platforms can be a big source of revenue for advisors and enterprise wealth firms.
10:55 AM - 11:25 AM
11:25 AM - 11:30 AM
Partner Challenge - Tifin AG / Tifin Give
11:25 AM - 11:30 AM
11:25 AM - 11:35 PM
Community Questions
11:25 AM - 11:35 PM
11:35 AM - 11:40 AM
Partner Challenge - Orion
11:35 AM - 11:40 AM
11:40 AM - 1:00 PM
Lunch on the Santa Ynez Terrace
11:40 AM - 1:00 PM
1:00 PM - 1:05 PM
Partner Challenge - RBC
1:00 PM - 1:05 PM
1:05 PM - 1:35 PM
Breakout Sessions B - #1 Client and firm information security is a bedrock need. #2 Recent reading on the XY Planning Network highlighted advisor niche focused practices as being a clear route to building a successful business model.
1:05 PM - 1:35 PM
1:35 PM - 1:40 PM
Partner Challenge - A360
1:35 PM - 1:40 PM
1:40 PM - 1:50 PM
Community Questions
1:40 PM - 1:50 PM
1:55 PM - 2:00 PM
Partner Challenge - Flyer FT
1:55 PM - 2:00 PM
2:00 PM - 2:35 PM
Case Study #3 - We hear a great deal of buzz about the need for succession planning during the great wealth transfer.
2:00 PM - 2:35 PM
2:35 PM - 2:40 PM
Partner Challenge - AdvicePay
2:35 PM - 2:40 PM
2:40 PM - 3:00 PM
Break
2:40 PM - 3:00 PM
3:00 PM - 3:05 PM
Partner Challenge - Foundation Source
3:00 PM - 3:05 PM
3:05 PM - 3:35 PM
Breakout Sessions C - #1 Competition is fierce among firms looking for new advisors. #2 You are building the best succession planning framework ever seen in the wealth management business. What does that look like?
3:05 PM - 3:35 PM
3:35 PM - 3:40 PM
Partner Challenge - SMArtX
3:35 PM - 3:40 PM
3:40 PM - 4:00 PM
Beacon Roundtable Wrap Up
3:40 PM - 4:00 PM
5:15 PM - 10:00 PM
Closing Dinner at Roblar Winery (Bus leaves at 5:15 PM)
5:15 PM - 10:00 PM
Time Zone: (UTC-08:00) Pacific Time (US & Canada) [Change Time Zone]