Elite Consulting Partners Advisor Workshop

$35.00$2,500.00

“Starting or Growing a Successful Independent, RIA, or Hybrid Practice”

Date: Thursday, May 10, 2018
Location: Sheraton Valley Forge, King of Prussia, PA

Early Registration: $35 per person (Register Before April 20th)
Regular Registration: $50 per person (Register Before May 4th)
Late Registration: $65 per person (Register Before May 9th)
The Day of Event: $75 per person

Meet the Experts and Learn About Industry Trends

This educational and dynamic workshop, led by Elite Consulting Partners President and industry expert Frank LaRosa, brings together leading industry professionals and thought leaders from within the Independent, RIA, and Hybrid space to lead insightful discussions geared at informing financial advisors who are thinking about INDEPENDENCE, RIA, or Hybrid options or already within their chosen model on strategies that will impact their short-term and long-term business success.

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SKU: Workshop-May18 Category:

Description

“Starting and Growing a Successful Independent, RIA, or Hybrid Practice”

 

The Schedule

8:30 – 9:30 Opening Remarks:

“A Day in the Life of an Independent Advisor”

 

9:30 – 11:45 Morning Session:

Tech 1 – Using Technology to better manage workflow

Speaker: Craig Cintron, Vice President Technology Consulting – TD Ameritrade

Speaker: Russell Reinhart, Director of Business Development – Wealthcare/Financeware -GDX360

Clearing and Custody

Speaker: Kevin Coughlin, VP Institutional Sales – TD Ameritrade

Speaker: Austin Philbin, Divisional Director – Dynasty Partners

P&L Management – “It’s all about NET

Speaker: Dawn O’Rourke, Senior Vice President Branch Development – FSC Securities

Speaker: Kevin Coughlin, Vice President Institutional Sales – TD Ameritrade

 

12:00 – 1:00 Luncheon / “Multi-Affiliation Firms” Panel:

Speaker: Russell Reinhart, Director of Business Development – Wealthcare Partners

Speaker: Michael Gill, Vice President Business Development – United Advisors

Speaker: Trevor Yochum, Business Development – Hybrid Solutions, Triad Advisors

 

1:00 – 3:00 Afternoon Session: 
Tech 2 – Aggregation / Planning Tools

Speaker: Craig Cintron, Vice President Technology Consulting – TD Ameritrade

Speaker: Russell Reinhart, Director of Business Development – Wealthcare/Financeware -GDX360

Financing / M&A / Succession Planning

Speaker: Louis Tambaro Esq., Partner – Hill Wallack, LLP

Speaker: Maggie Wilson – Advisor Succession/Practice Acquisition, Live Oak Bank

Practice Management / Organic Growth Strategies

Speaker: Vanessa Oligino, Director, RIA Practice Management – TD Ameritrade

Speaker: Austin Philbin, Divisional Director – Dynasty Partners

 

3:15 – 4:00 Closing Remarks/Keynote

Len Reinhart, Executive Chairman & CEO

Recognized as one of the founders of the separately managed account industry, Len Reinhart brings over three decades of experience and innovation to Wealthcare Partners. Prior to founding Lockwood and serving as Managing Director and member of the Executive Committee of Pershing LLC, Len was President of the Consulting Group of Smith Barney. During his time at Smith Barney and its predecessor, E.F. Hutton, Len was directly responsible for developing programs that introduced institutional-level professional investment management services to the individual investor marketplace.

 

 

Thank You To Our Sponsors:

 

 

 

 

Sponsorship Opportunities

Speaker Partners – $2500 Receive a tabletop display and speaking opportunity at the Keynote Address
Promoters – $1000 Receive a Speaking Opportunity at one of our Featured Break-out Sessions and a tabletop display
Advertisers – $500 Receive a tabletop display at the event for distribution of your marketing materials

 

If Our Current Location Doesn’t Fit Your Schedule, Please Register For a Future Event.

Upcoming Roadshow Locations To Include:

Cherry Hill, NJ – Short Hills, NJ – New York, NY – Boston, MA

Atlanta, GA – Dallas, TX – Houston, TX – Miami, FL – Chicago, IL

San Diego, CA – San Francisco, CA