Events

Come discover how to prep your practice for growth, scale, and profitability. Learn how our business experts can help you identify financial opportunities that already exist. We'll also help you evaluate your service menu to fo...

Our industry is seeing an acceleration in advisor mergers and acquisitions (M&A), accompanied by increased valuations. If you’re curious about M&A, we’ll help you understand what’s driving these trends and how you can become a ...

As an administrative professional, you’re an expert on the ins and outs of the practice. If you’re looking to improve your workflows and increase efficiencies, while gaining more time to deliver an exceptional client experience...

You'll hear about best practices for working with Marketing Regulatory Review (MRR) so you can get submissions approved faster and with less back and forth discussion. You'll also hear about the new Advisor Review Tool, which ...

The tech explosion has delivered countless innovative solutions to help you design and run your practice the way you want to. But they also come with a host of complexities in terms of risk and compliance. Don’t miss this sessi...

What is the secret to the success of highly productive practices? Come find out. If your office could benefit from operating more efficiently, this session is for you. Business Solutions will share strategies for streamlining y...

In this session, we'll help you understand how to prepare for branch and regulatory exams, so you're ready with the right documentation and know how to respond to any inquiries.

Come hear how your peers in the institution space have achieved record growth, turning pandemic-prompted challenges into opportunities. A successful program manager, advisor, and assistant team will share how they have thrived ...

Come hear how your successful, top peers are growing today among the ever-changing environment we all face. They’ll share how they refined their processes and are using the digital environment to turn challenges into opportunit...

Hiring a junior advisor to your practice is ideal if you've reached capacity and would like to continue to grow, or you want to develop another advisor to eventually help run your practice. You will learn directly from you peer...