2019 Wealth Advisor Forum

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Featured Speakers

 Join 16 Leading Industry Experts for this Two-Day Event

(Speakers subject to change)

Talk Triggers

Jay Baer, Hall of Fame Keynote Speaker, Best-Selling Author 8 - 9:15 a.m. October 21, 2019

A History of the Financial Crisis and Lessons Learned for the Future

Rosie Rios, 43rd Treasurer of the United States, Visiting Professor, Harvard University, CEO, Red River Associates 9:45 - 10:45 a.m. October 21, 2019

Inspire Integrity: Chase An Authentic Life (Ethics)

Corey Cioccheti, Associate Professor, Business Ethics and Legal Studies, Denver University 4:30 - 5:30 p.m. October 21, 2019

Key Issues for Investors as Washington Grapples With Slower Growth and Trade Wars

Greg Valliere, former Chief Global Strategist, Horizon Investments 8 - 9:15 a.m. October 22, 2019

Behavioral Portfolio Construction

Kathleen Fitzgerald, Adjunct Associate Professor of Strategic Management and Director of Academic Support, University of Chicago Booth School of Business and the University of Chicago Law School 12:30 - 1:30 p.m. October 22, 2019

Hug Your Customers

Jack Mitchell, Chairman, Mitchell Stores, Noted Speaker and Best-Selling Author 1:30 - 2:30 p.m. October 22, 2019

Key Objectives

  • Advisors can add significant value by aligning their services with the unique needs of HNW clients

  • HNW clients require a more sophisticated approach to investment and wealth management, which can present opportunities for advisors to distinguish themselves

  • Cutting out the noise for clients from the political news cycle is critical for the pursuit of their financial goals

  • Learn how to attract the right type clients so you can grow your business the right way




Thank You to Our Partners