This year’s Integrated Advisors Summit in The Big Easy did not disappoint. As guests entered through the doors of the Omni Royal New Orleans’ Grand Foyer Wednesday morning, we knew this Summit would be one of our best yet. Our advisor partners arrived eager to network with the team and one another, and learn from the presenters. The sponsors were ready to share their wealth of knowledge at their booths and on the grand stage.
New to the Summit this year was a Females of Integrated Advisors Network Luncheon. Our women leaders shared opportunities and strategized how they could make an impact at Integrated, their own firms and in their communities, paving the way for the future of female financial leaders. We cannot wait to see what’s next for this group.
Integrated Advisors Summit — What We Learned
Day one of the Integrated Advisors Summit included alternative investments panels and presentations. From private real estate, debt and equity and so much more, we received positive advisor feedback and tangible takeaways. These exclusive, informative sessions and the insightful knowledge shared will definitely make an impact for our advisors and their clients.
Day two started with Tamarac University Training focused on reporting, usability and more. Then, our team shared compliance and technology updates. Our business legacy panel was a huge hit, and the Generation N presentation sparked so much discussion. We loved seeing our advisors collaborate after sharing ideas on how to further engage their wealth inheritors.
In addition, the cybersecurity and AI investing panel did not disappoint. Our advisors asked intriguing questions and shared recent experiences and successes.
Day three began with additional Tamarac University Training focused on trading. In addition, our banking partner, Fieldpoint Private, shared all the offerings they provide to our advisors and their clients.
The market outlook presentation was thought provoking and enlightening. It was the perfect way to end our 2024 Summit.
Outside the Summit
Outside of the Integrated Advisors Summit, the lively world of New Orleans awaited us. We would be remiss if we didn’t share the highlights of the Second Line that brought us to our remarkable dinner at Antoine’s Restaurant. The joie de vivre that is New Orleans was felt by all. And the experience, atmosphere and food at Antoine’s made this a night to remember.
Laissez les bons temps rouler! We can’t wait until the Integrated Advisors Summit next year.