More informal in nature than our General Sessions, our Adviser Town Hall covers some of the hottest topics facing advisers today facilitated by a variety of industry experts.
What topics will be discussed? Well, that’s up to you! You’ll receive a survey closer to the date of the event to submit your ideas. What’s keeping you up at night? What opportunity looks good but you’re still on the fence about? Or maybe you’ve got something to offer your peers and are ready to step up to the microphone.
Stay tuned for your facilitators.
The 6 rules for successfully delivering financial advice in a world where geography and pricing are being eviscerated.
This panel will discuss alternative fee structures for revenue growth. We will address implementation challenges, issues related to transitioning to a more evolved pricing model, and the need to accommodate emerging client segments and future growth.
The presentation will focus in particular on what to consider when changing domicile and migrating trusts from New Jersey, New York or Connecticut to a tax-friendly jurisdiction such as Florida.
Drawing on proprietary behavioral finance research at Merrill Lynch, this session will explore perceptions of advisor value, examine opportunities for “reframing” interactions, and suggest best practices in value articulation.
This session will take a look at some of the more innovative approaches to robo advice today and provide insight into how advisers are leveraging – and offering – through these platforms another way of setting themselves apart.
To succeed as an advisor financially, and to flourish in this changing profession, what should be your next move with regards to social media, mobile, website, email, video and what does the future hold?
We've rounded up a panel of advisers that have engaged technology in new and innovative ways to provide more specifically their challenges along the way, the impact their tech decisions have had on their businesses and what they're excited about looking forward.
Practical and creative planning strategies financial advisers can use in guiding clients in charitable giving considering changes in demographics, client goals, longevity, tax laws and modern trust drafting.
Wealth and health are inextricably linked.. Together, they form the basis for the future of holistic advice.. From consumers, to employers and financial advisors, Transamerica is in the business of helping people live well.. In addition to a new brand narrative, Transamerica and Deloitte Digital will share an early look into the following:
1. A digital ecosystem meant to inspire, engage and drive healthy habit creation..
2. Tools, content and resources for employers and financial advisors; meant to provide additional insight, guidance and advice opportunities..
3. A glimpse of an emerging digital platform and business transformation that’s changing the way retirement advice is delivered