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Dates:

December 4-5, 2024

Time:

9:00 AM - 1:00 PM Pacific Time
12:00 PM - 4:00 PM Eastern Time each day

Location:

Online (Virtual Event)

About the Event

Join us for the High-Net-Worth Advisor Accelerator: 2024 Online Summit, the ultimate virtual event designed to empower financial advisors with cutting-edge strategies, unparalleled insights, and advanced tools. Elevate your practice to new heights and achieve extraordinary results by learning from the industry's top experts and thought leaders.

This is not just another conference—it's a transformative experience that will provide you with the knowledge and skills needed to dominate the wealth management market and excel in serving high-net-worth clients. Don't miss out on this opportunity to revolutionize your practice and secure your position as a leading advisor in the competitive landscape of wealth management.

Why Attend?

Staying ahead of the curve is crucial for success in an ever-evolving financial landscape. This two-day summit brings together top industry experts, thought leaders, and elite financial advisors to share actionable insights and practical strategies tailored for high-net-worth client management. Whether you want to enhance your client acquisition techniques, refine your wealth management skills, or optimize your practice's growth, this summit offers invaluable resources and networking opportunities.

Key Benefits

Exclusive Insights:

Unlock access to the most current research, innovative strategies, and expert-driven insights in wealth management. Stay ahead of industry trends, enhance your decision-making, and elevate your client service with the latest data and proven methods from top professionals. This summit will provide you with the tools and knowledge to thrive in today's competitive environment, ensuring both your practice and clients are positioned for long-term success.

Actionable Strategies:

Learn practical implementation techniques to accelerate your practice's success and gain a competitive edge. These strategies are designed to give you a clear roadmap to success, instilling confidence in your ability to excel in the wealth management market.

Personalized Action Plan:

Receive a customized action plan and access the Competitive Edge Accelerator dashboard, explicitly designed for you to accelerate your success even more, making you feel valued and important.

Networking Opportunities:

Connect with fellow financial advisors and industry leaders through interactive sessions and networking roundtables. This is your chance to build meaningful connections and be part of a supportive community, enhancing your professional growth and success.

Agenda

Day 1: December 4, 2024
9:00 AM - 9:30 AM PT: Opening Keynote
Dominate Your Market: Rapid Strategies for Advancing from Mass Affluent to Ultra-High-Net Worth
9:30 AM - 10:30 AM PT: Interactive Mastery Session
Transform Your Practice: Action Plan Development with John Bowen and Sean Walters
10:45 AM - 11:15 AM PT: Simultaneous Breakout Sessions
Track 1: Navigating the Future: Elevating Service Excellence for High-Net-Worth Investors
10:45 AM - 11:15 AM PT: Keynote Presentation
Track 2: Advanced Strategies for Wealth Management: Elevate Your High-Net-Worth Client Services
11:20 AM - 11:15 AM PT: Keynote Presentation
The Success Formula: Attract and Retain High-Net-Worth Clients
12:00 PM - 12:30 PM PT: Keynote Presentation
The Referral Edge: Mastering Client Referrals to Outperform the Competition
12:30 PM - 1:00 PM PT: Visionary Roundtable
Visionary Roundtable
Day 2: December 5, 2024
9:00 AM - 9:15 AM PT: Opening Session
Welcome Back and Day 1 Highlights
9:15 AM - 10:15 AM PT: Keynote Presentation
Future-Proofing Your Practice: Embracing Innovation and Technology
10:30 AM - 11:00 AM PT: Simultaneous Breakout Sessions
Track 1: The Wealth Magnet: Transforming Your Practice to Attract High-Net-Worth Clients
10:30 AM - 11:00 AM PT: Simultaneous Breakout Sessions
Track 2: The Future of Advisor Success: Elevating Client Engagement and Relationships
11:00 AM - 11:30 AM PT: Q&A Session
Expert Panel Q&A: Mastering High-Net-Worth Client Engagement
11:45 AM - 12:15 PM PT: Keynote Presentation
Winning the Wealth Management Game: Mastering Leadership and Building Strategic Networks
12:15 PM - 12:45 PM PT: Simultaneous Breakout Sessions
Track 1: The Winning Edge Attracting and Retaining High-Net-Worth Entrepreneurs
12:15 PM - 12:45 PM PT: Simultaneous Breakout Sessions
Track 2: The Dream Team Revolution: Elevating Your Wealth Management Practice
12:45 PM - 1:00 PM PT: Closing Session
Transformative Insights: Your Path to Wealth Management Excellence