New & Old Friends Reception / Dinner in the Rotunda

Morning Nourishment on the Santa Ynez Terrace

Opening Comments & Introductions in Santa Ynex Meeting Room

Case Study #1 - Organic growth has stalled at an anemic 3-4% annually. Ouch.

Partner Challenge - Salesforce

Community Questions

Partner Challenge - Surge Ventures

Case Study #2 - High producing advisors are telling us they have technology fatigue. .

Partner Challenge - TradePMR

Community Questions

Partner Cahallenge: Skience

Break

Partner Challenge - Sycamore

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.

Partner Challenge - Tifin AG / Tifin Give

Community Questions

Partner Challenge - Orion

Lunch on the Santa Ynez Terrace

Partner Challenge - RBC

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.

Partner Challenge - A360

Community Questions

Partner Challenge - Flyer FT

Case Study #3 - We hear a great deal of buzz about the need for succession planning during the great wealth transfer.

Partner Challenge - AdvicePay

Break

Partner Challenge - Foundation Source

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?

Partner Challenge - SMArtX

Beacon Roundtable Wrap Up

Closing Dinner at Roblar Winery (Bus leaves at 5:15 PM)