Special Preview: 2015 Financial Advisor Summit

As you know, what happens in Washington directly impacts your business and this one-of-a-kind conference will give you a jump start on your competition by learning the latest issues coming out of D.C. The Financial Advisor Summit, created for advisors, by advisors, encourages you to take advantage of networking opportunities and educational sessions that are specifically designed to help strengthen your business.

This year’s Financial Advisor Summit will feature keynote speaker Seth Mattison, an internationally renowned expert on workforce trends and generational dynamics. During the opening general session, Seth will dissect how the best financial services firms and advisors are meeting the expectations of more sophisticated and demanding customers while demonstrating how an entirely new set of relationship competencies will be required to compete and win business in this new complex and competitive environment.

Additionally, you will also have the opportunity to hear from Chris Johnson, a nationally recognized speaker and author. Chris is the founder and CEO of On Target Living, a health and performance company that helps organizations achieve performance goals and increase efficiency. He has taught thousands of people how to live a life in balance and he wants to share his practices with you. You will have people asking: “What is your secret?” when you adopt these On Target Living practices.

What’s more? Learn more about the proposed rule during a DOL Fiduciary Update panel, featuring our legislative and regulatory affairs executives who will discuss the latest developments on the rule proposal, how it will impact your business and what a post-DOL fiduciary rule will look like.

Don’t miss out on this unique opportunity! Click here to register for the 2015 Financial Advisor Summit.


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