Daily Agenda

Breakfast
Ryman Exhibit Hall
7:00 AM - 7:45 AM

Breakfast

Ryman Exhibit Hall

7:00 AM - 7:45 AM

General Session
Delta Ballroom
9:15 AM - 11:30 AM

Speakers

  • Reg BI Panel

    Speaker

  • Jamie Price

    President and Chief Executive Officer, Advisor Group

    Speaker

  • Allison Couch Pratt

    Executive Vice President, National Sales, Advisor Group

    Speaker

  • Dale Irvin

    Professional Summarizer and Emcee

    Speaker

  • Peyton Manning

    Two-Time Super Bowl-Winning Quarterback & Five-Time NFL MVP, Keynote Speaker

    Speaker

  • Steve Wastek

    Associate General Counsel, Senior Regulatory Attorney, Advisor Group

    Speaker

Accelerate with Advisory
Presidential Chamber B
1:00 PM - 5:00 PM

Description

Pre-work is required, seating is limited. For details call 877-773-8130, option 1.

Join Advisor Group Investment Advisory Services Team and subject matter experts from Russell Investments as you start the journey to investment advisory (IA). In this track we will help you understand the merits of Advisory get you comfortable with the basics of what you have to offer and how to get started in IA. This session will focus on:•What solutions are available to me?   oUnderstanding whether I want to be a Portfolio Manager or Chief Investment Officer  oOvercoming the challenge of using strategists by better understanding their value proposition and getting solutions to successfully integrate within their practice.  oUMA/SMA Solutions•Why move from brokerage to fees?   oDefining the Value of Your Financial Advice  oUnderstanding Advice in a Post Reg-BI World•Where do I start?  oLearning WMP  oSegmenting Your Business  oSeries 65/66 Reimbursement Program •How do I handle client conversations?   oTools and Guidance to talk to your clients about moving to fees

Speakers

  • Brandon Pratt

    Internal Advisory Consultant, Advisor Group

    Speaker

  • Micah Wei

    VP, Wealth Management Sales, Advisor Group

    Speaker

  • Peter Maloney

    Vice President, Northeast Regional Consultant, Advisor Group

    Speaker

Business Consultations
Jackson A-F
3:10 PM - 4:00 PM

Description

Pre-registration required. Details on how to register will be emailed to you closer to event time.

 

Data + Wisdom = Clarity + Action
Presidential Ballroom B
3:10 PM - 4:00 PM

Description

Provided by Advisor Group - Please join Allison Couch Pratt and Debra Brennan Tagg for a candid discussion about why financial planning is critical to a client's financial wellbeing. Learn how Debra’s passion for financial planning has allowed her to do what she loves while building one of Advisor Group’s most successful wealth management businesses.

Speakers

  • Debra Brennan Tagg
    Advisor Group (FSC)
    Speaker

  • Allison Couch Pratt
    Executive Vice President, National Sales, Advisor Group
    Speaker

Succession & Acquisition – an OSJ’s Perspective
Bayou AB
3:10 PM - 4:00 PM

Description

Provided by Advisor Group - Hear first-hand from our advisor panel how OSJs and branch offices are approaching succession and acquisition, both for themselves and their advisors. Stephen Ng from SagePoint Financial and Stephen Ng Financial Group will discuss how he is growing his business through acquisition. He will share how he has been able to leverage support from our home office team to make this happen. Jon Alabiso from Royal Alliance Associates and Chief Operations Officer of Innovative Financial Group will share how a branch office with over 150 financial advisors is tackling succession, business acquisition and continuity planning for its advisors by leveraging our Succession & Acquisition Team. This session will be moderated by Tina Vallelonga and Todd Fulks from My Succession Plan.

Speakers

  • Todd Fulks
    Senior Vice President, Succession & Acquisition, Advisor Group
    Speaker

  • Tina Vallelonga
    VP, Succession and Acquisition, Advisor Group
    Speaker

  • Stephen Ng
    Advisor Group (SPF)
    Speaker

  • Jon Alabiso
    Advisor Group (RAA)
    Speaker

TechBytes: The eQuipt Client Portal & Client Mobile App
Canal E
3:10 PM - 3:30 PM

Description

Provided by Advisor Group - in this session we will provide an overview to what your Pershing clients will see when accessing their accounts on the eQuipt Client Portal as well as on the mobile app.

Speakers

  • Melissa Gilbert
    Corporate Trainer, Advisor Group
    Speaker

TechBytes: Stay in the Know with MyNotifications
Canal E
3:40 PM - 4:00 PM

Description

Provided by Advisor Group - Would you like to be alerted about an outgoing ACAT? Would you like to be notified if a ServiceNet ticket status changes? During this session we will show you how to set up notifications that can be sent to your email or your assistants email regarding items such as equipt status, transfer status and much more.

Speakers

  • Melissa Gilbert
    Corporate Trainer, Advisor Group
    Speaker

TechBytes: Saving Time - Bundling Forms the “Quik!” Way
Canal E
4:45 PM - 5:05 PM

Description

Provided by Advisor Group - Using bundles allows you to quickly and easlily access the forms you need to process for business. Take this time to learn how to effectively use and create bundles in Quik! eForms Library

Speakers

  • Laura Nails
    Corporate Trainer, Advisor Group
    Speaker

Reception and Partner Exhibition
Ryman Exhibit Hall
5:15 PM - 6:15 PM
Dine Arounds or Evening at Leisure
6:30 PM - 6:30 PM
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