RIA West Day 3 - PT (Pacific Time, GMT-08:00)
Organic growth seems to be the hot topic of the moment. So, let’s embrace it with proven ways to achieve it. Join this mindset-shifting, growth-inducing session on how to build the holy grail of marketing - a steady pipeline of ideal clients that meets your growth goals with a 70%+ closing rate. Stephanie delivers a session with actionable ideas on how top performing firms are scaling their growth strategies, building out modern marketing funnels, and cultivating marketing machines that consistently and predictably drive growth.
If driving organic growth is part of your business goals, then this is a session not to be missed.
- Stephanie Bogan - Founder, Chief Possibility Officer, Limitless Advisor Coaching
For the better part of a decade, industry experts have touted the benefits of alternative investments in client portfolios. Largely ignored by investors who rode the wave of equity highs during the bull market, the pandemic served as a wakeup call that diversification actually matters. Still, inflows into alternative investments have slowed as investors crowded into mega-cap tech and A.I. stocks. But there are signs of a comeback across some alternative products, and new investment vehicles like interval funds and regulatory changes now allow investors of all sizes access to the full breadth of the alt universe.
Investopedia Editor-in-Chief, Caleb Silver, sets the table for what to expect from Alts in the near future.
- Caleb Silver - Editor-In-Chief, Investopedia
- Joe Sabol, CFA - VP, Investor Relations, Yrefy
A powerful discussion about actionable insights and practical strategies to navigate the complexities of wealth management, empowering you to drive value for your firms clients and build lasting relationships based on trust and performance.
- Jonathan Foster - President and CEO, Angeles Wealth Management
- Brandon Rebiero - Co-Founder and Partner, Gold Leaf Farming
- Steve Blackwell - CEO & Managing Partner, Invito Energy Partners
*By Invitation Only
An exclusive event, sponsored by Schwab Advisor Services, dedicated to fostering professional development and community among successful women in the industry.
FAB isn’t just a breakfast or networking event—it’s a movement. We invite senior leaders and allies, including supportive men from RIA firms, to contribute to meaningful conversations on creating a thriving environment for women in wealth management.
- Carol Benz - Chief Talent Officer, Cerity Partners
- Cary Carbonaro - Managing Wealth Advisor, Woman and Wealth Ambassador, Ashton Thomas Private Wealth
- Leslie Tabor - Director, Schwab Advisor Services Business Consulting & Education
Congratulations on successfully navigating your firm through a significant deal! Now that the ink has dried and the deal is done, it's time to shift focus to the crucial question: What now?
Join us for an insightful session where we delve into the post-deal landscape and explore strategies for maximizing the opportunities that lie ahead. In this session, we will address key considerations and actionable steps to ensure a smooth transition and capitalize on the momentum generated by the deal.
- Craig Reid, CFP® CLU® CPFA - President & National Practice Leader, Retirement & Wealth, Marsh McLennan
- Dave Wahlen, CM&AA® - Director, Strategic Growth, CAPTRUST
- Henry Hagenbuch - Managing Director and Head of M&A, Lido Advisors
- Molly Bennard - President, International Operations, Focus Financial Partners, LLC
As ultra-high-net-worth (UHNW) clients continue to accumulate wealth, their needs become more complex and diverse. This panel will explore how wealth management firms are adapting to meet these evolving demands. We’ll discuss the strategies and services required to cater to this exclusive client base, the shifting expectations that come with significant wealth, and how firms can stay ahead in providing the sophisticated, personalized solutions that UHNW clients seek.
- Paul Stamoulis - President, Worth Media Group
- Arthur Ambarik - Chief Executive Officer, Perigon Wealth Management
- Jessica Caruso CFP® - Executive Managing Director, Mercer Advisors
- Brandon Smith, CFA, CAIA - Portfolio Analyst, Boston Partners