| 8:00 |
Continental Breakfast & Registration |
|
| 9:00 |
Welcome Remarks
Beth Kuntz, Executive Director, Wealth Management Congress |
|
| 9:05 |
Chairperson's Opening Address |
|
| 9:20 |
CASE STUDY: Deliver Holistic Wealth Management Services Through Strategic Recruitment And Advisor Development
Jamie McLaughlin, Managing Director, Convergent Wealth Advisors |
|
| 9:55 |
PANEL: Train Your Advisory Team To Provide Holistic Wealth Management Services And Improve Customer Experience
Rick Capozzi, Managing Director Global Wealth Management, Morgan Stanley
Stasia Washington, Senior Vice President & Director of Sales, Wealth Management, Union Bank of California |
|
| 10:30 |
Coffee, Refreshment & Networking Break |
|
| 11:00 |
CASE STUDY: Develop A Compensation And Benefit
Strategy That Attracts And Retains Your Best
Advisors Without Breaking The Bank
Richard Franchella, Senior Managing Director, Private Client Group, RBC Dain Rauscher |
|
| 11:35 |
PANEL: Establish A Sense Of Loyalty To
Ensure Your Top Financial Advisors Stay Put
Jamie McLaughlin, Managing Director, Convergent Wealth Advisors
Susan L. Hirshman, Former Managing Director, Wealth Management Strategist, JP Morgan Asset Management |
|
| 12:10 |
Morning Wrap Up Q&A With Speakers |
|
| 12:20 |
Luncheon For All Attendees |
|
| 1:20 |
WORKSHOP: Create A Winning Wealth
Management Business Practice Using The "9
Attributes" Of Successful Financial Advisors
Rick Capozzi, Managing Director Global Wealth Management, Morgan Stanley |
|
| 2:20 |
Afternoon Networking & Refreshment Break |
|
| 2:50 |
CASE STUDY: Standardize Client Review
Operations Process To Successfully Drive Your
Business Forward
Martin J. Sullivan, Senior Vice President, Wealth Manager Services, State Street |
|
| 3:25 |
CASE STUDY: Provide Superior Service To Your
Clientele By Aligning Your Financial Advisors To
Their Needs
Susan L. Hirshman, Former Managing Director Wealth Management Strategist, JP Morgan Asset Management |
|
| 4:00 |
Afternoon Wrap Up Q&A With Speakers |
|
| 4:30 |
Conclusion Of Executive Forum On Advisor
Hiring, Training And Retention |
|
