Top Advisory Firm Summit 2019 | InvestmentNews | 13 November 2019 | Swissotel, 323 E Wacker Dr, Chicago, IL 60601, USA
Venue
Swissotel
Swissotel, 323 E Wacker Dr, Chicago, IL 60601, USA
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| Event Date |
Wed Nov 13 AST (about 5 years ago)
In your timezone (EST): Wed Nov 13 9:00am - Wed Nov 13 5:30pm |
| Location |
Swissotel
323 E Wacker Dr, Chicago, IL 60601, USA |
| Region | Americas |
Details
Providing executives from top financial firms with an elite experience
The 2019 Top Advisory Firm Summit will provide CEOs, COOs, CTOs, CMOs, and Managing Partners from the top financial firms with a day away from their business to work on their business with their peers and the industry’s leading practice management experts. This new one-day event from InvestmentNews, combines the content and networking formerly featured at the Best Practices Workshop and Best Places to Work events.
Join us as we bring InvestmentNews’ extensive benchmarking studies to life translating data into practical growth strategies. Get insight around compensation, staffing, pricing and profitability, as well as technology investments to remain—or become—a top advisory firm.
Top 2019 InvestmentNews’ Best Places to Work for Financial Advisers honorees will be celebrated at the Top Advisory Firm Summit, along with those receiving InvestmentNews’ 2019 Compensation & Staffing and Technology Best Practices recognitions.
Speakers
2019 Speakers
Mark Bruno
Managing Director, Associate Publisher, InvestmentNews
Megan Carpenter
Co-founder and CEO, FiComm Partners, LLC
Susan Dickson
COO, Private Ocean
James Gallardo
Senior Research Analyst
Ben Harrison
Managing Director, Business Development, BNY Mellon | Pershing
Susan Korin
Owner, COO & Chief Compliance Officer, Balasa Dinverno Foltz LLC
Kay Lynn Mayhue
President, Merit
Mike McGinley
EVP, Small Business Banking, Live Oak Bank
Brandon Odell
Partner and Director of Business Consulting at The Ensemble Practice
Susan Reilly Salgado
Founder, Grason Consulting
Liz Skinner
Special Projects Editor, InvestmentNews
Joni Youngwirth
Managing Principal, Practice Management, at Commonwealth Financial Network®
Sponsors & Partners
2019 Sponsors and Partner
EXECUTIVE SPONSOR:
• Pershing
COCKTAIL RECEPTION:
• Judson Group
EXHIBITOR:
• YCHARTS
STRATEGIC PARTNER:
• The Foundation for Financial Planning (FFP)