John Bowen and Russ Alan Prince
9:00 a.m. PT / 12:00 p.m. ET
The Stars Are Aligned: Why Tax Reform Makes Now the Time to Supercharge Your Practice
We are in the midst of a once-in-a-career opportunity to substantially grow your practice, add millions in AUM and move upmarket to serve wealthier clients. John Bowen and Russ Alan Prince set out the four key actions to take now to put your practice into overdrive.
9:30 a.m. PT / 12:30 p.m. ET
The Solutions in the New Tax Law
The changes in tax law are creating significant opportunities for advisors who want to help their current and future clients make astute tax mitigation and estate planning decisions. Ed Renn discusses the smart moves to consider now.
10:00 a.m. PT / 1:00 p.m. ET
The Role of Life Insurance for the Wealthy Today
Life insurance has played a big role in helping the affluent maximize the probability of achieving their financial goals. In the context of the new tax reform, Frank Seneco addresses when life insurance is most effective and even more important, when traditional insurance is no longer necessary, as well as how to use it to build assets under management while serving your clients well.
10:30 a.m. PT / 1:30 p.m. ET
Creating a Pipeline of Wealthy Clients from Attorneys
Your relationships with attorneys who serve wealthy clients can be the key for building a steady stream of qualified client referrals—provided you build those strategic relationships to benefit everyone involved. Russ Alan Prince describes how to systematically motivate attorneys to introduce you to their best clients.
11:00 a.m. PT / 2:00 p.m. ET
The Opportunities with Wealthy Millennial Inheritors
Wealthy millennial inheritors, like all the affluent, want help making smart decisions about their money. Ellie Peters shares how you can reach and work effectively with affluent members of this underserved market.
11:30 a.m. PT / 2:30 p.m. ET
Creating a Pipeline of Wealthy Clients from Accountants
Accountants today face myriad challenges in growing their practices—challenges that you can help them solve even as you move upmarket to serve their affluent clients. John Bowen provides a proven process for building profitable strategic partnerships with accountants that will generate a consistent stream of new wealthy clients.
12:00 p.m. PT / 3:00 p.m. ET
Building a Team to Serve the Very Wealthy
Family offices serving the ultra-wealthy are experts in assembling teams of professionals to meet the diverse needs of their clients. Rick Flynn shares his lessons from the world of family offices and how to apply them in your own practice to attract and serve the wealthy.
12:30 p.m. PT / 3:30 p.m. ET
Advanced Strategies for Successful Business Owners
In today’s hypercompetitive world, business owners are looking for every advantage they can get when it comes to reducing risks and mitigating taxes. Wes Sierk discusses some of the advanced strategies being used successfully after tax reform.
1:00 p.m. PT / 4:00 p.m. ET
Become the Expert the Wealthy Want
Possibly the single most effective way to supercharge your practice is to become a thought leader to your market. John Bowen shows how to build the foundation for thought leadership that will result in even more high-net-worth clients and more assets to manage.