We're excited to bring you insights from the latest podcast episode featuring an engaging discussion with David Armstrong, Executive Director of Content and User Engagement at Wealthmanagement.com. Our host, Ryan Nauman, delves into the upcoming Wealth Management Edge conference, trends in the wealth management industry, and the evolution of conferences over the years. This post summarizes key highlights from their conversation and provides an inside look at the future of wealth management.
The Premier Wealth Management Event
The Wealth Management Edge Conference is one of the most anticipated events in the wealth management sector, scheduled to take place from June 10th to June 12th. This blog post explores how the conference has evolved from traditional user and investor gatherings to becoming a comprehensive event aimed at both individual and corporate growth within the industry.
David Armstrong: From Magazines to Management Masters
David Armstrong shares his journey from the days of the Registered Rep Magazine to becoming a content leader in the wealth management sphere. Under his guidance, Wealthmanagement.com integrates diverse media content, providing insights into the shift towards more holistic financial planning and beyond mere transactional sales.
The Evolution of Conferences
Conferences like Edge have transformed beyond traditional gatherings. They now serve as vibrant platforms for knowledge sharing and networking among financial advisors and industry leaders. David and Ryan discuss how these conferences provide critical opportunities for learning and networking, offering live journalism experiences and enabling financial advisors to engage in true community building.
Navigating Market Volatility
David shares insights on why attending conferences is particularly beneficial during periods of market volatility. He emphasizes how conferences like Wealth Management Edge are designed to allow advisors to stay connected with their clients even while attending, preserving business integrity and client trust.
Choosing the Right Conference
With so many conferences available, how should financial advisors decide which ones to attend? David advises being intentional about the choice—selecting conferences that align with one's career stage and professional goals. Whether it's for foundational knowledge or high-level business strategy, there's a conference suited for every wealth management practitioner.
Trends and Technological Shifts
The discussion reveals several industry trends, such as private equity's role in wealth management and the importance of differentiated investment portfolios. David also touches on the new marketing rules and the integration of AI in refining financial strategies.
Capitalizing on Conference Experiences
For those attending Wealth Management Edge, David suggests strategic networking and selecting high-value sessions over trying to attend everything. Engaging in interactive activities and unique networking opportunities like kayaking or golf can be just as informative and rewarding.
Conclusion: The Future is at Edge
Ryan Nauman wraps up the podcast with anticipation for the Edge Conference held in Boca Raton. It promises a rich blend of cutting-edge investment strategies, business growth insights, and the latest in technology innovation. For those looking to deepen their involvement in the industry, conferences like Wealth Management Edge present invaluable opportunities.
Zephyr can help financial advisors address current investment trends. Learn more here.
To learn more about the Wealth Management Edge conference, visit wealthmanagement.com and check out the events tab. We look forward to seeing you there!
Thank you for joining us in exploring the insights and opportunities presented at the Wealth Management Edge Conference. We hope to see you at upcoming events and in future episodes of the Zephyr Adjusted for Risk Podcast. Stay informed, network widely, and leverage these discussions to propel your wealth management practice forward