Agenda at-a-glance
Breakout sessions are organized into four tracks tailored to advisors’ most common objectives:
- Scale, Efficiency, Growth Through Unified Managed Account Technology
- Unlocking the Full Potential of our WealthTech Platform
- Winning High-Net-Worth Clients: Strategies for Growth
- Adopting Proven Practice Management Strategies and Understand Industry Trends (Offers CE credits!)
Pre-conference
MondayMay 18
Mastering Your Message: How to Build an Enduring Advisory Brand
Honing Your High-Net-Worth Strategy Practice Management Workshop
Tamarac University Express - Trading, Reporting and CRM
Tamarac User Group - Trading, Reporting and CRM
MoneyGuide User Group Workshop
Welcome Reception
TuesdayMay 19
Keynotes
Breakout sessions
Trainings
WednesdayMay 20
Keynotes
Breakout sessions
Trainings
Final Night Party