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Event Date | Thu Mar 23 EDT (over 1 year ago) |
Location |
New York Marriott Marquis
1535 Broadway, New York, NY 10036, USA |
Region | Americas |
Financial advisors have a knack for helping clients plan for their futures. However, a surprising number fail to think about the future of their own practices. Whether your ideal succession plan is an internal succession or an external sale, hiring and training the right people for your team is integral for a successful succession. In the next RIA Lab, we’ll explore the main areas of talent development, sourcing, training, and retaining, as well as what other areas should be considered when developing an effective and strategic succession plan.
2023 Speakers
MODERATOR:
Jeff Benjamin
Senior Columnist, InvestmentNews
Chuck Failla
Founder & CEO, Sovereign Financial Group
Gregg Greenberg
Retirement & Planning Editor, Multimedia Anchor, InvestmentNews
SPEAKERS:
Jonathan Barth
Regional Vice President, Member Success, DPL Financial Partners
Derek Bruton
Senior Managing Director, Gladstone Group, Inc.
Gary Carrai
EVP, Advisor Business Strategy, LPL Financial
Joseph Cavatoni
Global Head of Sales & Regional CEO, USA, World Gold Council
Sohini Chowdhury
Director and Senior Economist, Moody's Analytics
Matt Cobb
VP, Head of Financial Institutions, Avantis
James Connors, CIMA, AIF
VP, Alternative Investments, CAIS
Dr. Daniel Crosby
Chief Behavioral Officer, Orion
David DeVoe
Founder & CEO, DeVoe & Company
Jason Diamond
Vice President, Senior Consultant, Diamond Consultants
Anthony DiRito
Eastern Sales and Consulting Divisional Manager, AssetMark
Paul Dunn
Executive Vice President, Blue Rock Capital Markets, LLC
Rick Ferri
Investment Analyst, Adviser and Author, Ferri Investment Solutions
Tracy Fraser
Dir, Institutional Annuity Markets, National Accounts/Global Relationships, Transamerica
John French
Chief Executive Officer, InvestmentNews
Stephen Gilbert, CFP, CLU, ChFC, RICP, CRPC
Dir, Advanced Planning Retirement & Life Distribution, Prudential Annuities
Jim Gold
CEO ,Steward Partners Global Advisory
Erin Hulse
Founder and CEO, Deviate Consulting, LLC
Aaron Klein
Co-Founder and CEO, Riskalyze
Morgan Ludovico
VP, Head of Relationship Management for Intermediary Sales, StoneCastle Cash Management
Kay Lynn Mayhue
President, Merit Financial
John Milne
Sr Director, Product Management and Strategy, Black Diamond
Chris Mortara
Vice President, Senior Compliance Consultant, AdvisorAssist
Matt Ohme, CFP, CIMA, CLU
SVP, Channel Head, Advisory & Strategic Accounts Allianz Life Financial Services
Lillian Peros
SVP, Regional Managing Director, Fidelity Investments
Courtney Ranstrom
Co-Founder & Financial Planner, Trailhead Planners
Mike Reidy
VP and Head of RIA Distribution, Security Benefit
Steve Richardson
President, Richardson Financial Services
Knut Rostad
President, Institute for the Fiduciary Standard
Thomas Ruggie, ChFC, CFP
Founder and CEO, Destiny Family Office
Rob Sheahan
Head of RIA Client Engagement & Success, Addepar
Ashleigh Swayze
Managing Member, Founder, Swayze LLC
Jon Taylor
Managing Director, Advisor Partnerships, Pacific Life
Jeff Thompson
Chief Executive Officer ,Donoghue Forlines
Phil Trem
President, Financial Advisory, MarshBerry
Paul Waldeier
Assistant Vice President, RIA Distribution, Lincoln Financial Distributors
Brad Wales
Founder, Transition to RIA
Jackie Wilke
Vice President, Advisor Consultant, First Trust
David Wood
Founder and Chief Visionary Officer, Gateway Financial
2023 SPONSORS
SILVER SPONSOR:
• Asset Mark Institutional
SUPPORTING SPONSOR:
• The American College of Financial Service