Find the solution to supercharge your business’ needs with a clear ROI at the free Financial Advisor Conference:
The Advisor Seminar will be held on November 14th and 15th, 2018 from 8:00 a.m. to 5:00 p.m.
Early check-in begins each morning at 7:30 a.m.
All times shown are in Arizona Mountain time.
ASU SkySong
Building #1, Room #301
1475 N. Scottsdale Road
Scottsdale, AZ 85257
Day 1: Morning Sessions
8:00 – 8:50 – Session 1
Ed Slott, Ed Slott and Company, LLC
5 Year-End IRA Action Items for Financial Advisors
-Tax rules have changed
-Know the rules and take advantage now!
Learn More >
9:00 – 9:50 – Session 2
Dan Sutherin, benefitRFP
Executive Benefits & Compensation
– Use stories and technology processes
– Spend less time discussing products
Learn More >
10:00 – 10:50 – Session 3
Pat McClain, Hanson McClain Advisors
Helping the Mass Affluent Prepare for Retirement
– How are we marketing to the mass-affluent demographic?
– What services do we provide to attract and retain the mass-affluent client?
Learn More >
11:00 – 11:30 – Session 4
Matthew Miller, Helios Quantitative
Disruption in financial advice
– How to defend yourself against it
– Take emotion out of the equation
Learn More >
11:30 – 12:00 – Session 5
Kirk Faulkner, FMG Suite
The Four Pillars of the Financial Advisor Brand Identity
– Create a brand that uniquely positions you in the marketplace
– Communicate your brand to clients and prospects through content and social marketing
Learn More >
Day 2: Morning Sessions
8:00 – 8:30 – Session 1
Kirk Faulkner, FMG Suite
Social Media Marketing For Financial Advisors
Learn More >
8:30 – 9:00 – Session 2
Aaron Jones, AssetMark
Positioning Your Practice for High Net Worth Investors
– Explore solutions designed to help you succeed as a holistic wealth manager
– Optimize your offering for high net worth investors.
Learn More >
9:00 – 9:50 – Session 3
Tim Smith, Aurora Private Wealth, Inc.
Will your RIA be:
– Transparent and truthful / Boutique by design
– Scalable through service / Agnostic by choice
Learn More >
10:00 – 10:30 – Session 4
Wayne Schmidt, Gradient Investments
Economic Outlook and Market Forecast Rising Rates
– What’s next…stocks have moved
– What’s next..is the market over or under valued?
Learn More >
10:30 – 11:00 – Session 5
Matthew Miller, Helios Quantitative
The information advantage of investment algorithms
– These models help to eliminate many common performance-hindering mistakes
– Reduce your client’s overall fee by focusing on risk exposure and portfolio diversification
Learn More >
11:00 – 11:30 – Session 6
Kirk Faulkner, FMG Suite
The Four Pillars of the Financial Advisor Brand Identity
– Create a brand that uniquely positions you in the marketplace
– Communicate your brand to clients and prospects through content and social marketing
Learn More >
11:30 – 12:00 – Session 7
Collin Miller, The E-Valuator
Turn Low-to-no Profit Clients into 100% Profitability
Keeping it simple by using…
– Highly scalable automation, and
– Industry leading investments
Learn More >
Day 1: Afternoon Sessions
12:30 – 1:00 – Session 6
Byron Preuss, Howard Capital Management
New Ways to Competitor-Proof Your Practice and Potentially Raise More AUM!
– Tap into markets that your competition might ignore
– Build a potential pipeline of future business
Learn More >
1:00 – 1:30 – Session 7
Brett Niehaus, ACA Compliance Group
A Regulatory Year in Review & Looking Forward to the Year Ahead
-Recapping industry news, regulatory changes and enforcement trends in 2018
-What to expect and how to prepare for what’s in store for 2019
Learn More >
1:30 – 2:00 – Session 8
Collin Miller, The E-Valuator
Turn Low-to-no Profit Clients into 100% Profitability
Keeping it simple by using…
– Highly scalable automation, and
– Industry leading investments
Learn More >
2:00 – 2:30 – Session 9
Jay Farley, Victory Capital
Is it Time to Re-think Your Grandparents’ Index?
Market-cap-weighted indexes tend to offer tepid diversification benefits and can carry elevated risks.
Learn More >
2:30 – 3:00 – Session 10
Frank Barbera, Kensington Analytics
Global Trends and Outlook – What the return of high volatility could mean for your clients’ retirement nest egg.
– Overview of capital market trends and resurgent volatility
- Battle-tested, low volatility solutions that foster financial peace of mind and consistent long-term returns.
Learn More >
3:00 – 3:30 – Session 11
Keith Dorson, Win Win Investment Planning
Life Energy Units- The Stuff of Life
– It’s more than practice management, It’s about using the gift while you can in the wisest way possible. Practical insights that could transform you and your practice.
Learn More >
3:30 – 4:00 – Session 12
Philip Hotchkiss, TrustBank
How TrustBank Helps Advisors Acquire New Clients
– Win accounts from banks and other trust departments
– Help Advisors help clients protect and preserve assets for future generations
Learn More >
4:00 – 4:30 – Session 13
Dave Briggs, Broadridge Advisor Solutions
Digital Marketing Strategies for Today’s Advisor
– Learn the most effective ways to connect with clients and prospects by leveraging technology.
– We will cover strategies for creating a superior digital presence, utilizing digital ads and more
Learn More >
4:30 – 5:00 – Session 14
Weston Wellington, Dimensional Fund Advisors
“Redefining Investment Advice”
– Markets throughout the world have a history of rewarding investors for the capital they supply. Companies compete for investment capital, and millions of investors compete to find the most attractive returns.
Learn More >
Day 2: Afternoon Sessions
12:30 – 1:00 – Session 8
Ted Parker, Millennium Trust Company
Differentiate your firm, and protect your client’s wealth with the addition of truly uncorrelated investments
– Increased AUM
– Receive more referrals from your clients
Learn More >
1:00 – 1:30 – Session 9
Jon Bren, Bren Ventures LLC
Breaking the Mold on Direct Access to Institutional Quality Real Estate
– New structures for REIT investors searching for yield
– Cost efficiencies and access for self-directed IRA investors (What you are not being told)
Learn More >
1:30 – 2:00 – Session 10
Bryan Mick, Mick Law PC LLO
Real Estate Underwriting and Asset Valuations: The Good, the Bad and the Ugly
Learn More >
2:00 – 2:30 – Session 11
Patrick Cardon, Baseline Capital Partners
Generating Attractive Yields in Private Credit Markets
Learn More >
2:30 – 3:00 – Session 12
Chris Buck, ROBO Global
How to Future Proof Your Portfolio with Robotics and AI
– With carefully crafted research, a diversified robotics portfolio is in reach
Learn More >
3:00 – 3:30 – Session 13
Joe Childrey, Probabilities Fund Management
Probabilities Fund Management
– Be out of the market during high probability of downside risk.
– Be in the market during high probability of upside reward.
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3:30 – 4:00 – Session 14
Your Name, Your Company
Your session title and information here.
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4:00 – 4:30 – Session 15
Your Name, Your Company
Your session title and information here.
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4:30 – 5:00 – Session 16
Your Name, Your Company
Your session title and information here.
Learn More >