Virtual Elite Advisor Summit
Please join us virtually for the exclusive gathering of top-tier advisors, where you'll get new ideas and inspiration and hear from some of the top minds in the industry! At this two-day collaborative summit, you'll be able to discover what's working for other advisors on your level and bring practical, exclusive takeaways back to your firm.
Dates and Time:
- Tuesday, October 13 from 1 pm - 5 pm EST
- Wednesday, October 14 from 9 am - 1 pm EST
Who Should Attend:
Advisors must have at least $100M in AUM and/or $1M in Individual Gross Revenue
Schedule:
October 13
- Welcome
- Jamie Hopkins
- Leadership
- Retirement Income Planning
- Roundtable #1
- Break
- Future of ESG Investing with High Net Worth Clients
- Wrap up
- Sarah Cain
October 14
- Welcome
- Jamie Hopkins
- What Advisors Need to Prepare for with Future of Cryptocurrencies
- Increasing Fees and Providing More Value
- Roundtable #2
- Break
- Trends in M&A and What the Means for Future of RIAs
- Ron Carson
- Wrap Up
- Jamie Hopkins
- Sarah Cain
