Power-packed with learnings, connections and so much more, our Fifth Annual Integrated Advisors Summit was an incredible success. Opportunities abounded for both advisors and sponsors alike as all came together to connect, share and accelerate growth.
And, of course, the fabulous Hilton Dallas/Park Cities, Katy Trail Ice House and the Salesmanship Club of Dallas were all instrumental in providing hospitality, great food and fun at the conference and AT&T Byron Nelson.
Advisors were able to take away great information from our speakers. Wednesday was a great start with powerful insights from First Trust’s Bryce Gill. Additionally, advisors were presented with information regarding succession planning, acquiring talent and estate planning compliments of Invesco’s Tim Wilkinson, wealth.com’s Anne Rhodes, FA Match’s Ryan Shanks and Oak Street Funding’s Susie McEuen.
Thursday provided even more detailed information including panels on technology and alternative investments as well as updates on compliance and Integrated internal communications. BlackRock’s “Student of the Market” by Mark Peterson and City Different Investment’s Sweta Singh’s presentation were big hits with the advisors.
Four Day Weekend’s keynote “Yes, And …” was a great way to end our two days of presentations.
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