Program

Day 1
Oct 17 2018
Day 2
Oct 18 2018
Day 3
Oct 19 2018

MoneyGuidePro Continuing Education Session

Session Title: Measuring and Managing Stress in the Financial Planning Process Session Description: Using general principles of financial planning, the goal of advisors is to render the best advice possible...
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The Game of Life

Dick Vitale

Riskalyze Breakout Sessions

Supercharge Your Marketing with Riskalyze: How to best leverage innate curiosity about the Risk Number to drive growth in your client base. Riskalyze 101: Beginner guide on how to use...
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6:00 pm - 9:00 pm

Redtail & Riskalyze Rodeo

Morning Run with the CTO

Join our Chief Technology Officer and others for a morning jog by the River Walk.

Spouse Waco Trip

We’ve rented a charter bus to take spouses up to Waco for the day on October 18th to experience all that the Magnolia Silos have to offer. It’s complimentary for...
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Entrepreneurial Insight

Whether it’s honing their craft, recruiting and retaining talent, or making transformative decisions, advisors are constantly assessing where they should be spending their time.  Successful advisers know how to separate...
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Brian Hamburger
Lori Hardwick

What Every Advisor Ought To Know About Marketing

Brad Sherman
Lorraine Ell
Tina Powell
Megan Carpenter

Riskalyze Keynote

Join Riskalyze CEO Aaron Klein, Chief Investment Officer Mike McDaniel, and a number of other Riskalyze leaders to introduce new updates and talk about the future of the fearless investing...
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Mike McDaniel
Aaron Klein
12:00 pm - 1:00 pm

Lunch

Breakout Sessions

AlphaDroid, BlackRock, Vident, Commonwealth, Likefolio, Carson Group, & Swan Global

Riskalyze Breakout Sessions

Q&A with Riskalyze’s Coaching Team: Advisors ask their top questions to Riskalyze coaches The Client Management Life Cycle: Follow an investor through their financial journey from opening an account to...
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Practice Management Experts Panel

Ron Carson
Mike McDaniel

The Behavioral Investor

Join psychologist and asset manager Dr. Daniel Crosby as he examines the sociological, neurological and psychological factors that influence our investment decisions and sets forth practical solutions for improving both...
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Daniel Crosby

Partner Breakout Sessions

Snappy Kraken, First Trust Portfolios, Platinum Advisor Strategies, Shareholders Service Group, Founders Financial

Morning Run with the CTO

Join our Chief Technology Officer and others for a morning jog by the River Walk.

Riskalyze Breakout Sessions

Supercharge Your Marketing with Riskalyze: How to best leverage innate curiosity about the Risk Number to drive growth in your client base. Cracking the Code: How to Use Riskalyze in...
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Partner Breakout Sessions

Charles Schwab, Asset-Map, First Trust Portfolios, Dorsey Wright, & Morningstar

Riskalyze Breakout Sessions

Hiring For Your Firm: Creative Ways To Find Someone Who Fits The Bill: Tips on finding, hiring, compensating and training a new employees Stats: Getting Value Out of Advanced Portfolio...
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Lunch

Join us for the Summit’s final meal.

Bonus Education: Riskalyze Breakout Sessions

Hiring For Your Firm: Creative Ways To Find Someone Who Fits The Bill: Tips on finding, hiring, compensating and training a new employees Owning the 401K Rollover Space: Winning and...
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