Conference Agenda
Breakout Groups
All attendees will attend each breakout session topic, at different times. Please log in to your OASIS account to find more details on your breakout group and schedule.
| Monday, November 14, 2022, 3:50 PM - 4:30 PM | Accelerating Growth Through the Planning Process 3:50 PM - 4:30 PM Oceanside E | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Monday, November 14, 2022, 4:40 PM - 5:20 PM | Maximizing Value with Business Owner Clients 4:40 PM - 5:20 PM Oceanside F | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Tuesday, November 15, 2022, 10:30 AM - 11:10 AM | Generating Alpha with Structured Notes 10:30 AM - 11:10 AM Oceanside C | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Tuesday, November 15, 2022, 11:20 AM - 12:00 PM | Building Scale and Capacity to Fuel Growth 11:20 AM - 12:00 PM Oceanside D | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Monday, November 14, 2022, 3:50 PM - 4:30 PM | Building Scale and Capacity to Fuel Growth 3:50 PM - 4:30 PM Oceanside D | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Monday, November 14, 2022, 4:40 PM - 5:20 PM | Accelerating Growth Through the Planning Process 4:40 PM - 5:20 PM Oceanside E | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Tuesday, November 15, 2022, 10:30 AM - 11:10 AM | Maximizing Value with Business Owner Clients 10:30 AM - 11:10 AM Oceanside F | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Tuesday, November 15, 2022, 11:20 AM - 12:00 PM | Generating Alpha with Structured Notes 11:20 AM - 12:00 PM Oceanside C | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Monday, November 14, 2022, 3:50 PM - 4:30 PM | Generating Alpha with Structured Notes 3:50 PM - 4:30 PM Oceanside C | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Monday, November 14, 2022, 4:40 PM - 5:20 PM | Building Scale and Capacity to Fuel Growth 4:40 PM - 5:20 PM Oceanside D | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Tuesday, November 15, 2022, 10:30 AM - 11:10 AM | Accelerating Growth Through the Planning Process 10:30 AM - 11:10 AM Oceanside E | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Tuesday, November 15, 2022, 11:20 AM - 12:00 PM | Maximizing Value with Business Owner Clients 11:20 AM - 12:00 PM Oceanside F | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Monday, November 14, 2022, 3:50 PM - 4:30 PM | Maximizing Value with Business Owner Clients 3:50 PM - 4:30 PM Oceanside F | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Monday, November 14, 2022, 4:40 PM - 5:20 PM | Generating Alpha with Structured Notes 4:40 PM - 5:20 PM Oceanside C | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Tuesday, November 15, 2022, 10:30 AM - 11:10 AM | Building Scale and Capacity to Fuel Growth 10:30 AM - 11:10 AM Oceanside D | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Tuesday, November 15, 2022, 11:20 AM - 12:00 PM | Accelerating Growth Through the Planning Process 11:20 AM - 12:00 PM Oceanside E | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Growth Village Sign-ups
The Growth Village at OASIS is your one-stop place to experience learning in the way it was intended - in person, hands on, and in real time. Inside the Growth Village, you will find 13 kiosks, all geared toward helping you grow your business, be more efficient, and elevate your practice. Register to spend one-on-one dedicated time with our partners where you'll walk away immediately geared with new tools and resources to help you GROW.
Growth Village Activities
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Engage and Build Your Brand on LinkedIn
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Hit Me with Your Best (Head)Shot
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Media Training Dos and Don’ts
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Lights, Camera, YouTube
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SEO Optimization and Increase Leads on Your Website
Engage and Build Your Brand on LinkedIn
Strategy. Training. Content. Our digital marketing expert from Assist You Today will offer 1-on-1 consulting at OASIS, including a review of your LinkedIn profile, tips on what kind of content to share to increase your awareness and ways to find and connect with your target audience. The goal of this training is to help you build an enhanced rapport with prospects and clients to strengthen relationships and create business opportunities.
Hit Me with Your Best (Head)Shot
Looking for a quick and convenient way to update your headshot? Schedule a time to work with Jab, our photography partner, and receive a high quality, professional headshot for use on your website, printed pieces and more.
Media Training Dos and Don’ts
Have you ever been interested in engaging with the media but didn’t know where to start? Learn tips and tricks for interacting with the media from JConnelly’s media and communication experts. Schedule a time slot to spend 25 minutes with the JConnelly team at Oasis, during a session that will include a customized mock interview and feedback on your performance in real time.
Lights, Camera, YouTube
Expand your reach, attract more prospects and create engaging, high-impact content with the power of YouTube. Signup for a live 1-on-1 consult with top advisor coaches and digital experts from FiComm Experts. Each advisor will have the opportunity to learn and test simple DIY gear set up, film a short test video a receive expert coaching, receive a blueprint for YouTube success and get your unique questions answered.
SEO Optimization and Increase Leads on Your Website
Visit our website expert to get comprehensive and easy-to-use checklist that helps you break down your SEO tactics and detect opportunities you should be exploring. Our expert will also assist in understanding and navigating your website analytics to increase your site traffic. Don't miss this chance!
-
Engage and Build Your Brand on LinkedIn
-
Hit Me with Your Best (Head)Shot
-
Media Training Dos and Don’ts
-
Lights, Camera, YouTube
-
SEO Optimization and Increase Leads on Your Website
Engage and Build Your Brand on LinkedIn
Strategy. Training. Content. Our digital marketing expert from Assist You Today will offer 1-on-1 consulting at OASIS, including a review of your LinkedIn profile, tips on what kind of content to share to increase your awareness and ways to find and connect with your target audience. The goal of this training is to help you build an enhanced rapport with prospects and clients to strengthen relationships and create business opportunities.
Hit Me with Your Best (Head)Shot
Looking for a quick and convenient way to update your headshot? Schedule a time to work with Jab, our photography partner, and receive a high quality, professional headshot for use on your website, printed pieces and more.
Media Training Dos and Don’ts
Have you ever been interested in engaging with the media but didn’t know where to start? Learn tips and tricks for interacting with the media from JConnelly’s media and communication experts. Schedule a time slot to spend 25 minutes with the JConnelly team at Oasis, during a session that will include a customized mock interview and feedback on your performance in real time.
Lights, Camera, YouTube
Expand your reach, attract more prospects and create engaging, high-impact content with the power of YouTube. Signup for a live 1-on-1 consult with top advisor coaches and digital experts from FiComm Experts. Each advisor will have the opportunity to learn and test simple DIY gear set up, film a short test video a receive expert coaching, receive a blueprint for YouTube success and get your unique questions answered.
SEO Optimization and Increase Leads on Your Website
Visit our website expert to get comprehensive and easy-to-use checklist that helps you break down your SEO tactics and detect opportunities you should be exploring. Our expert will also assist in understanding and navigating your website analytics to increase your site traffic. Don't miss this chance!