Register By Wednesday May 25, 2016 To Guarantee Your Room
The 2016 ASN Advisor Conference will be in Atlanta at the Intercontinental Buckhead hotel. The conference starts on Thursday, June 16, 2016 at 1:00 pm ET and concludes on Friday evening, June 17, 2016. We hope that you will join us at our conference as we feel that it is an important event. Use the following link to register for the event.
Fidelity Pre-Conference Workshop
Elevate Your Growth: Generating Referrals from Your Best Clients
Join Fidelity Clearing and Custody SolutionsSM and fellow advisors for an interactive workshop on how to attract and engage more of your target clients by developing a focused client referral plan. You’ll learn how to define your ideal client, communicate your value, create a referral plan and rollout your program to your organization.
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Agenda |
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Thursday 6/16 |
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9:00 am – 6:00 pm |
Check in |
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9:30 am – 11:30 am |
Fidelity Pre-Conference Workshop |
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1:00 pm – 1:30 pm |
ASN Opening |
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1:30 pm – 2:30 pm |
Cyber Fraud |
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3:30 pm – 3:30 pm |
Portfolio Speaker |
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3:30 pm -3:45 pm |
Break w/snack |
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3:45 pm – 4:45 pm |
Black Diamond |
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4:45 pm – 6:00 pm |
Free Time |
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6:00 pm – 7:00 pm |
Cocktails w/ sponsors |
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7:00 pm – 10:00 pm |
Dinner at hotel |
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Friday 6/17 |
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7:00 am – 8:00 am |
Breakfast |
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8:00 am – 9:00 am |
Envestnet |
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9:00 am – 10:00 am |
Compliance |
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10:00 am – 10:15 am |
Break (no snack) |
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10:15 am – 11:15 am |
Banking (BNY) |
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11:15 am – 12:00 pm |
Regulatory Hot Buttons |
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12:00 pm -1:00 pm |
Lunch |
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1:00 pm – 1:30 pm |
TBD |
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1:30 pm – 2:00 pm |
Succesion Planning |
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2:00 pm – 2:30 pm |
Best Practices |
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2:30 pm – 3:00 pm |
TBD |
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3:00 pm – 3:15 pm |
Break |
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3:15 pm – 3:45 pm |
Operations |
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3:45 pm – 4:15 pm |
TBD |
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4:15 pm – 4:45 pm |
TBD |
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6:00 pm – 7:00 pm |
Cocktail hour w/ sponsors |
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7:00 pm – 10:00 pm |
Dinner at hotel |