2019 Wealth Advisor Forum

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

Government and Politics

Rosie Rios, CEO, Red River Associates, Visiting Professor, Harvard University 9:45 - 10:45 a.m. October 21, 2019


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


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

Behavioral Portfolio Construction

Kathleen Fitzegerald, CIMA, CFP, First Vice President, Financial Advisor, Morgan Stanley 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 nose 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




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