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Summit Highlights (2 CFP CE Credits)

9:10 AM Market & Economic Outlook
10:00 AM The Evolving Role of Behavioral Finance
11:10 AM Modern Approaches to Attracting and Retaining Clients
1:50 PM Get to the “Yes!” Quicker: Fast-track your “Know, Like, and Trust” Factor
2:50 PM Intentional Talent Development
4:00 PM  A Chat with the CFP Board's WIN Council
4:35 PM Capitalize: Finding Winning Opportunities in Every Phase of Life

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PLEASE NOTE: any "Advisor" or "Non-Advisor" rate registrations will be subject to review by our staff.
Registrants that do not fulfill the proper conditions will be required to upgrade to our Product & Service Provider rate.

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Tickets
Ticket Type Price
Advisor Rate
 $99
For those who are in an active financial-advisory role (e.g. advisors, RIAs, institutional investors, family offices, independent B/D advisors, regional advisors, wire house advisors, financial planners and CPAs). This does not apply to those who are employed by an advisory firm in a business development, sales or recruitment role.
Non-Advisor Rate
 $299
For those who are currently employed at an advisory firm and are involved in compliance, technology procurement or operations (e.g. Chief Compliance Officers, CTOs and COOs). This does not apply to those who are employed by an advisory firm in a business development, sales or recruitment role.
Product & Service Provider
 $5,000
For those in a sales, recruitment, or business development role, as well as attorneys, broker-dealers, consultants, custodians, marketers, product managers, technology providers, and third-party distributors.
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