Published August 7, 2019
The importance of attending the right conferences should not be taken lightly as they provide an invaluable resource for you and the continued growth of your firm. Summer is the perfect time for planning your fall conference calendar. These are our top picks of the best conferences for independent investment advisors in fall 2019. Make your plans to attend now and reap the benefits for your firm!
September 4-7 | Washington, DC
The organizer describes the event as an energetic community of money media nerds descending on Washington, D.C. More than 2,000 personal finance content creators and influencers will connect, collaborate, and learn from each other at the world’s largest financial conference and expo. Keynote speakers include Ramit Sethi, New York Times Best-Selling Author, and Sharon Epperson, CNBC Senior Personal Finance Correspondent.
September 10 | Denver, CO
For over five years, the Women Adviser Summit has hosted over 1,600 women across the country with the goal of investing in their business, their brand and themselves, while collaborating and networking with like-minded peers. This one-day workshop is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level. If you can’t attend, there’s an opportunity to attend another in San Francisco on October 22rd and New York on November 19th.
September 9-11 | Washington, DC
This unique event brings together independent financial advisors and firm executives to learn more about the legislative and regulatory issues facing the industry. At FSI Forum & Capitol Hill Day, you will be brought up to speed on the latest coming from Washington, D.C. and the states. Sessions will provide overviews of the current political and regulatory landscape, deep dives into the top issues such as Regulation Best Interest and Rulemaking by Enforcement, training on how to be an effective grassroots advocate, and much more.
September 9-11 | Washington, DC
Insider’s Forum is the real-world extension of Bob Veres’ Inside Information, a master study group, provider of newsletters and articles as well as a general “curator” of information found throughout the financial advisory profession. Intended for experienced fiduciary professionals, the conference is designed to provide essential information for running and growing prosperous practices, and better serving clients, as well as valuable opportunities for networking with industry thought leaders. The conference features three different conference tracks for various members of your organization: CEO, CIO, and COO. The full agenda is posted online.
October 2-4 | Boston, MA
Network with over 550 investment professionals from all over the country as you discover the latest developments in financial advice and technology. The Fearless Investing Summit is Riskalyze’s annual conference, empowering financial advisors to recharge in a beautiful location, evaluate new ideas and tools, and receive invaluable education from world-class thought leaders. The event has already confirmed a great line up industry speakers, including basketball superstar and member of the Basketball Hall of Fame, Bill Walton.
October 16-18 | Minneapolis, MN
The FPA Annual Conference is the largest global gathering of CFP® professionals and thought leaders in financial planning, attracting over 2,000 attendees from more than 20 countries. This year’s agenda includes inspiration from Rabbi Daniel Cohen, Kevin Jorgeson, Sheelah Kolhatkar, and Justice Alan C. Page. Other featured speakers and the full agenda are available on the website. All attendees also receive full access to recorded sessions (and the CE that often goes with them) at no additional charge, and there is a special discount for NexGen advisors.
Private Advisor Group Elite Retreat
November 4-6 | San Juan, PR
And finally, you didn’t think we were going to leave off our own event! The Elite Retreat is an invitation-only event, designed specifically for the top independent advisors in our network. This two-and-a-half-day event consists of morning education and afternoon leisure. It combines the intimacy of a small group of top tier advisors with specific sessions that are applicable to a successful advisory practice.
Want to get the most out of the events you choose to attend?
Here are six tips to consider before, during, and after the conference to ensure a successful experience.
- Do your homework: There are new conferences each year, so research the ones that are the best fit for you. Weigh all the options: national vs. regional, large vs. small, the focus of the event. Are the speakers, sessions, sponsors/exhibitors aligned with your business goals? And last, but not least, factor your budget – the admission, airfare, hotels, etc.—they all add up.
- Create your own agenda: From the beginning, set clear goals. What do you want you to gain from the conference? Who do you want to meet? What do you want to learn and can you receive CE credits? Make a schedule ahead of time and account for every hour of the day…and night. And include social/networking events, workshops, and other extra-circular activities offered.
- Engage with the community: In the weeks leading up to the event, let others know that you’ll be attending through your LinkedIn update, and follow the event on Twitter to engage with the community. Find out if colleagues or clients will be attending and exchange ideas on their plans. Regularly check the conference website for any last-minute news, session additions, cancellations, or updates.
- Prepare your conference survival kit: “The devil is in the details” is especially true for conferences, so remember to pack a foldable tote bag into your luggage, layers of clothing, and comfortable shoes. Also, plan ahead for special meals, bring lots of business cards, and prepare for irregular hours. A bonus tip? Stay hydrated by carrying a water bottle with you during the day.
- Be on your A-game: OK, it’s the first day of the conference! This is where the rubber meets the road. Pace yourself by planning for early mornings and late nights. Take a few moments at the start of the day to know where you’re going by reviewing the directory/map to orient yourself with the session rooms, food areas, and restrooms. When it comes to the sessions, be nimble. If a session is not what you expected, move on to an alternate session. Remember to take notes after each session and create takeaway follow-up lists. Most importantly, be “ON” at all times – some of your best connections can be made in the coffee line.
- Follow-up, Follow-up, Follow-up: As Yogi Berra once said “It’s ain’t over til it’s over,” When you get back to the office, reply to the post-conference survey and let management know what worked, and what didn’t. Pick one or two ideas that you learned from the event and put them into practice for your office. Be prepared to share with your colleagues what you learned and the value of the conference. For the more adventurous, you might even want to write a blog post for your website. Don’t forget to keep up the momentum by following up with everyone you met as soon as you return to the office. You’ll be glad you did.