Practice Management Summit

Lunch provided (12pm - 1pm)

Free parking

"Building Your Growth Roadmap"

Growing a successful advisory practice requires more than just ambition—it demands a clear strategy backed by data. This session will explore how advisors achieve sustainable growth, from defining their core “Why” to positioning their value effectively. We’ll dive into key growth drivers, including target client profiles, referral strategies, and deepening relationships with COIs and the next generation of clients. Advisors will leave with a clearer understanding of their growth strategy and actionable steps to build a roadmap for long-term success.

"Empower the Next Gen Investor"

The Next Generation Investor includes the millennial generation and Generation Z, born between 1980 and today. These two groups represent the largest segment of the global population and are poised to be a powerful consumer force as they move into their prime working, inheritance, and spending years. Goldman Sachs Asset Management’s Strategic Advisory Solutions offers GS EMPOWERTM the Next Generation Investor, a one-hour presentation that seeks to help millennials and Gen Zers gain confidence and realize their financial goals.

"Harness AI and Grow Strategically"

Duncan MacPherson explores how financial advisors can leverage the transformative power of AI to elevate their practice. By integrating principles from The Advisor Playbook and The Blue Square Method, advisors can harness AI to streamline practice management, enhance content creation, and scale personalized service.

Each session is pending review and approval for 1 hour of CFP CE credit.

(CE credits are not guaranteed)