The registration fee for the Top Advisory Teams Summit is $400 per attendee. It’s best for each team to register at the same time, but you can modify your registration at any time before July 14th. We’re currently building the agenda, but to help you decide who will attend the conference, below is a list of tracks and possible topics that will be discussed.
Breakout Sessions
Analyst/Investment Specialist:
Balancing Successful Asset Allocation with Client Risk Tolerances
Emerging Strategies in Emerging Market Debt
Attention to Detail: Manager Selection & the Due Diligence Process
The Ultimate Client Communication: Issues in Performance Reporting
Fixed Income Opportunities: Making the Most of the Most Predictable Investments
Fear Factor: Helping Clients Embrace Alternative Investments
Exchange Traded Funds: Best Practices for Staying Liquid and Invested
Taking Everything into Account: Insurance & Estate Planning
Exploring Emerging & Frontier Equity Markets
Business Development/Relationship Manager/Client Associate:
Beyond the Handshake: Proven Business Development Ideas
Staying Efficient in Transition: Maximizing Internal Resources while Managing Staff Changes
Getting to Know You: Prospecting & Referrals
Team Development: Using Education and Training to Foster Organic Growth
Admirable Administration: Improving Your New Account Process and Account Reviews
The Suite Life: Managing the Family Office that Offers a Full Suite of Services
Fostering the Right Culture: Creating Shared Values and a Work Ethic that Avoids Conflict
Who’s on the Phone with Your Clients? Critical Touch-points in Customer Service
Having a Screen-to-Screen Chat: How Technology Can Increase Idea Sharing
Financial Advisor/Wealth Manager:
Investing Your Money and Your Time: Compensating, Incentivizing & Mentoring Your Team
Who’s Next? The Do’s and Don’ts of Succession Planning & Partnerships
Getting it Right from the Start: The Importance of Role-Definition & Mission in Team Structure
The Million $ Question: Finding & Hiring Compatible Team Members
Managing Monetary Ups and Downs: Inflation, Deflation & the Dollar
Meet the New Boss: Managing Transition of Wealth Between Generations of Clients
Family Team Showcase: What’s Worked for Us (and what hasn’t)
Female Team Showcase: The Secret(s) of Our Success
