Conference Agenda

 

How to Build a High Growth, High Profit, and High Happiness Advisory Practice

For the first time offered by Sanctuary, we are please to offer a pre-conference practice optimization workshop.

This workshop is limited to the first 50 advisors and will be a hands-on deep dive with renowned practice management guru, Stephanie Bogan of Limitless Advisors. 

Grab your seat–and get the success strategies, proven processes, and actionable insights you need to build a wildly successful advisory practice!   Stephanie will teach you how to be brilliant at the basics and attract ‘just right’ clients, deliver deeper value, build a hyper-efficient practice, and put your growth into high gear – while spending your time doing energy-creating work you love.   For growth-minded advisors ready to reimagine what’s possible and radically accelerate their success, you’ll up your game, put pen to paper, practice with your peers, and walk away with actionable insights and a one-page plan to create new levels of success.  

Name Time More Info
Welcome | Adam Malamed, CEO4:00 PM - 4:30 PM
How to Lead with Confidence and Be More Influential | Keynote Speaker Amy Cuddy4:40 PM - 5:25 PM
Making the Impossible Possible | Keynote Speaker Ben Nemtin 5:25 PM - 6:10 PM
Growth Village + Expo Hall Reception: Sanctuary’s Street Fair6:10 PM - 8:00 PM
Name Time More Info
Breakfast7:30 AM - 8:30 AM
Executive Update with Vince Fertitta + Bob Walter8:55 AM - 9:25 AM
Rise Up – Finding Strength and Conquering Challenges in Tough Times | Keynote Speaker Alison Levine9:25 AM - 10:15 AM
Earn Tomorrow's Clients10:30 AM - 11:10 AM
Better Leading Through Better Tools, Optimize Talent Using the Predictive Index (PI)10:30 AM - 11:10 AM
From Newbie to Next Level: 8 Ways to Leverage the Orion Platform 10:30 AM - 11:10 AM
Exploring Structured Notes: Strategies and Applications10:30 AM - 11:10 AM
Private Matters: Delving Into the Private Markets11:20 AM - 12:00 PM
Upping Your Question Game: 25 Questions for Better Client Connections Throughout the Financial Planning Engagement11:20 AM - 12:00 PM
Go With the Flow: Using Wealthbox Workflows and Integrations to Create Efficiency in Your Practice11:20 AM - 12:00 PM
Ride the Wove: Innovations in PershingX Technology11:20 AM - 12:00 PM
Lunch12:00 PM - 1:00 PM
Chief Investment Strategist Economic Update | Mary Ann Bartels1:05 PM - 1:50 PM
Geo-Political Outlook | Presented by First Trust and Bob Stein1:55 PM - 2:40 PM
Leveraging Powerful Data to Drive Your Practice: Invesco’s Practice Innovation Index | Presented by Invesco and Tim Wilkinson2:45 PM - 3:30 PM
Model Portfolio Investing: Implementing and Optimizing Investment Models 3:40 PM - 4:20 PM
Amplify Your Brand: Why Blogging, Webinars, and Local SEO Will Help You Dominate Online3:40 PM - 4:20 PM
Dive Deep Into Client Solutions with Family Office Services3:40 PM - 4:20 PM
Unlocking Generational Wealth: Maximizing Opportunities with the eMoney Platform3:40 PM - 4:20 PM
Transformational Leadership4:30 PM - 5:10 PM
Unleash your Potential: Take Your Time Back and Make Your Minutes Matter for Advisors4:30 PM - 5:10 PM
Let's Get Real: Candid Conversations on Real Asset Funds4:30 PM - 5:10 PM
Together is Better: Introducing Sanctuary Open4:30 PM - 5:10 PM
Leisure Break5:10 PM - 6:00 PM
Growth Village + Expo Hall Reception6:00 PM - 7:00 PM
Sanctuary Awards Dinner, Ceremony & Giving for Good | Sanctuary's Advisors in Action7:00 PM - 9:00 PM
Name Time More Info
Breakfast8:00 AM - 9:00 AM
Opening Comments9:25 AM - 9:55 AM
When Generations Connect: Communicating Across Generational Divides | Keynote Speaker Phil Gwoke 9:55 AM - 10:40 AM
The Power of Artificial Intelligence | Presented by Franklin Templeton and Sandy Kaul10:40 AM - 11:25 AM
Break11:30 AM - 11:40 AM
Sanctuary Advisor Panel: Your Journey in Independence11:40 AM - 12:25 PM
Closing Comments | Adam Malamed, CEO12:30 PM - 12:45 PM