Venue
New York Marriott Marquis
New York Marriott Marquis, 1535 Broadway, New York, NY 10036, USA

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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
Details

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.

Speakers

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

Sponsors & Partners

2023 SPONSORS

SILVER SPONSOR:
• Asset Mark Institutional

SUPPORTING SPONSOR:
• The American College of Financial Service