Sessions
Start
10:15 AM
End
11:15 AM
Breaking the AUM Addiction & Moving to a Comprehensive Fee-For-Service Model
Implementing In-Person Financial Planning & Process
Start
10:15 AM
End
11:15 AM
Fitting Your Practice Into Your Life (Not the Other Way Around)
Building In-Person The "Softer" Side of Planning
Start
10:15 AM
End
11:15 AM
Leveraging a Virtual Paraplanner Within Your Firm
Building Implementing In-Person Preparing Scaling Managing & Growing Your Team
Start
10:15 AM
End
11:15 AM
Productizing Your Financial Planning Services
In-Person Preparing Sales & Marketing
Start
10:15 AM
End
11:15 AM
SRI, ESG, & Impact Investing: How to Build an Authentic Offering
Scaling Virtual Investment Management
Start
10:15 AM
End
11:15 AM
The SEC’s New Marketing Rule: Key Takeaways for Advisors
In-Person Scaling Compliance & Operations
Start
11:30 AM
End
12:30 PM
Breaking the Burnout Cycle
Building Implementing Preparing Scaling Virtual The "Softer" Side of Planning
Start
11:30 AM
End
12:30 PM
Forget the Noise: Three Essentials to Successful Digital Marketing
Implementing In-Person Sales & Marketing
Start
11:30 AM
End
12:30 PM
How To Grow Your Team (From an RIA Who Actually Did It)
In-Person Scaling Managing & Growing Your Team
Start
11:30 AM
End
12:30 PM
Income Tax Nexus: Are You Filing in all States You Should Be?
Building Implementing In-Person Preparing Scaling Practice Management
Start
11:30 AM
End
12:30 PM
Joining Forces: What You Need to Know About Merging Firms
Building In-Person Practice Management
Start
11:30 AM
End
12:30 PM
Organize Your Business and Create a Feeling of Accomplishment: A Workshop for New Planners
In-Person Preparing Compliance & Operations
Start
3:15 PM
End
4:15 PM
Consumer Focus Group
Building Implementing Preparing Scaling Virtual Sales & Marketing
Start
3:15 PM
End
4:15 PM
Employee Compensation
In-Person Scaling Managing & Growing Your Team
Start
3:15 PM
End
4:15 PM
Investment Management 101
Implementing In-Person Investment Management
Start
3:15 PM
End
4:15 PM
More Than A One-Time Plan: A Premium, Ongoing Planning Process
Building In-Person Financial Planning & Process
Start
3:15 PM
End
4:15 PM
The Art of Giving & Receiving Feedback
Building In-Person Scaling The "Softer" Side of Planning
Start
3:15 PM
End
4:15 PM
What Media Want (Now)
Building Implementing In-Person Preparing Scaling Sales & Marketing
Start
4:30 PM
End
5:30 PM
How Emotional Intelligence is Paramount to Real Financial Planning
In-Person Scaling The "Softer" Side of Planning
Start
4:30 PM
End
5:30 PM
Marketing 101: Building Your Financial Planning Firm with Authentic Content Marketing
Implementing In-Person Sales & Marketing
Start
4:30 PM
End
5:30 PM
Moving Up-Market with Non-Traditional Investments
Building In-Person Investment Management
Start
4:30 PM
End
5:30 PM
Preparing to Register Your Firm
In-Person Preparing Compliance & Operations
Start
4:30 PM
End
5:30 PM
[Your Vote Here]
In-Person
Start
9:30 AM
End
10:30 AM
Managing (Virtual) Employees Without Losing Your Mind
Building Scaling Virtual Managing & Growing Your Team
Start
1:00 PM
End
2:00 PM
Automated Client Tracking and Insights to Better Serve Clients.
Building Scaling Virtual Financial Planning & Process
Start
8:30 AM
End
9:45 AM
Designing a Succession Plan
In-Person Scaling Compliance & Operations
Start
8:30 AM
End
9:45 AM
Find Your Rhythm: Implement Your Own Annual Practice Cadence
Implementing In-Person Practice Management
Start
8:30 AM
End
9:30 AM
Leveraging Technology to Build Systems & Streamline Processes: A Live Case Study
Implementing Preparing Virtual Financial Planning & Process
Start
8:30 AM
End
9:45 AM
Surge Meeting Structure
Building In-Person Practice Management
Start
8:30 AM
End
9:45 AM
Transitioning from a Broker Dealer into the fee-only space
In-Person Preparing Practice Management
Start
8:30 AM
End
9:45 AM
What kind of business do you want to grow? (Part time, Solo, Small, Enterprise)
Building Implementing In-Person Preparing Scaling Practice Management
Start
10:00 AM
End
11:00 AM
Achieve Success with Google Ads as a Niche-focused RIA
Implementing In-Person Sales & Marketing
Start
10:00 AM
End
11:00 AM
Five Must-Know Technology Tips for Financial Planners Looking to Scale Their Business
Building In-Person Scaling Practice Management
Start
10:00 AM
End
11:00 AM
Honing Your Sales Process and Presentation Skills
In-Person Preparing Sales & Marketing
Start
10:00 AM
End
11:00 AM
How The Unpredictability of Healthcare Costs Can Help You Build Stronger Relationships with Clients
Building Implementing Preparing Scaling Virtual Financial Planning & Process
Start
10:00 AM
End
11:00 AM
How to Stay Married While Building Your Firm
Building Implementing In-Person Preparing Scaling The "Softer" Side of Planning
Start
10:00 AM
End
11:00 AM
The Hiring Experience: Filling the Gaps
In-Person Scaling Managing & Growing Your Team