Tuesday, February 8, 2022

4:00 PM Registration Opens

5:00 PM Networking Reception

6:30 PM Dinner on your own

Wednesday, February 9, 2022

6:00 – 7:00 AM Optional Activity: Morning Workout/Yoga

7:30 AM 网络打破fast

8:30 AM Forum Welcome and Program Overview

8:45 AM – 10:00 AM Creating a Culture of Connection

Jonathan Sprinkles, The Connection Lab

Leaders who create a Culture of Connection have the ultimate competitive advantage! Connected organizations are more profitable, they have each other’s back, and they produce the highest customer satisfaction rankings. 这可能是你! Using the patented Connection Quadrants, you will know exactly how to dial into what your people are connected to, and how to gain their loyalty to your vision, 激发改变, and elevate your team’s productivity through appreciation, 信任, and goals that matter.

10:00 AM 网络打破

10:15 AM – 11:45 AM Organic Growth: Working Through the Pain Points

安吉Herbers, Herbers & 公司

Maintaining a high organic growth rate in large firms is more science than art. In this session, you will learn the most common growth problems and how to overcome them.

11:45 AM 网络的午餐

1:00 PM – 2:00 PM 会话

2:00 PM 网络打破

下午2:15 - 3:15 M&一个文化


Learn how culture is formed and reinforced throughout an organization, and how it can be maintained through a merger or acquisition.

3:15 PM 网络打破

3:30 PM – 4:30 PM M&A Panel: Maintaining & Elevating Client Experience During Growth

Leaders of large firms that have been successful with M&A activity will talk about their experience and how they continue to elevate client experiences during growth.

5:00 PM - 6:00 PM Optional Group Activities

6:00 PM - 6:45 PM Networking Reception on Sky Lawn

7:00 PM 集团共进晚餐

Thursday, February 10, 2022

6:00 AM - 7:00 AM Optional Activity: Morning Workout/Yoga

7:15 AM 网络打破fast

上午8:30 - 9:30 未来的员工 & 一些

This session will explore the intersection of focusing on 一些 and stewarding the future financial planning workforce.

9:30 AM 网络打破

9:40 AM – 10:40 AM Advisory Firm for the Future

鲍勃·维尔, Insider Information

Discuss the findings of a study 鲍勃·维尔 and Matthew Jackson conducted with sixteen thought leaders and coaches asking the following questions: What do you think the next iteration of the planning firm will look like? If we experience an evolutionary leap in advisory firm management, 提供, marketing and technology, what would that look like?

10:40 AM 网络打破

10:50 AM – 12:20 PM Developing the Next Generation of Leaders

Learn how to identify and develop the next generation of leaders. Discuss how to develop internal and merged next gen talent and the balancing act and challenges associated with both.

12:20 PM 网络的午餐

1:30 PM – 2:30 PM Predictive Indexing

吉姆Adkins, CXO加速器

克里斯•谢勒 CXO加速器

Decode the human element within your organization and unlock the potential of everyone. Learn how to maximize hiring, onboarding, developing, engaging, and retaining talent.

2:30 PM 网络打破

下午2:40 - 3:40 Industry Leaders Panel

Leaders from three major custodians will share their insights on the future of RIAs and the data firms should monitor.

3:40 PM 网络打破

下午3:50 - 4:50 Influential Impact: The Art of Significant Leadership

丹•克拉克, The Art of Significance

Dan teaches the purpose of a leader is to grow more leaders who believe what you believe – not generate more followers. When everybody feels like a valued ‘influencer with a voice’ they lead with and without a title – regardless of age, 比赛, 性别, 或经验. Using his three-step A.R.T. process, Dan focuses specifically on leadership and increases:

  • Awareness that the culture of any organization is created between the strongest belief, highest expectation, and best behavior the leader lives by - and the weakest belief, lowest expectation and worst behavior the leader tolerates.
  • Refinement of your personal power found in S.E.R.V. – Self Worth, Execution, Reputation, Visibility.
  • Transformation with a specific plan that creates a culture of significant partners who hold themselves accountable and care as much about the organization as the leaders do.

4:50 PM 封闭的思想 & Review: What We Learned Together

鲍勃·维尔, Insider Information

A learning and networking opportunity to reflect on the sessions, have further discussions with your colleagues and make final connections before you leave the event.

5:50 PM – 6:15 PM 放松和刷新

下午6:15 - 7:00 Networking reception on Sky Lawn

7:15 PM 集团共进晚餐

*Program agenda subject to change