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Brian Haney, CFBS, CLTC
LIvestreaming Available

Branding and building to sell: Remaking your practice with a "Shark Tank" mindset

Session Type:
Workshop
Language:
Date of Session:
Wednesday, November 12, 2025
Start Time:
8:15 am
Haney
2025-11-12 8:15 am
Content Track:

Session Description

Would a third party be interested in buying your practice as a valuable asset that thrives today and into the future? Haney explains how he branded, grew and sold his business in his early 40s and how you can rework your practice to maximize profitability, strengthen efficiency, and foster big improvements for both you and your clients.

Dan Gingiss
LIvestreaming Available

Remarkable by design: AI-enhanced client experiences that drive loyalty

Session Type:
Workshop
Language:
Date of Session:
Tuesday, November 11, 2025
Start Time:
1:45 pm
Gingiss
2025-11-11 1:45 pm
Content Track:

Session Description

To gain a competitive advantage, financial advisors must personalize client interactions in a way that is both efficient and memorable. Gingiss reveals a practical framework for using AI as a creative assistant to enhance clients' experiences. Learn how to use everyday moments to spark client loyalty and referrals while gaining a new lens for spotting ordinary touchpoints and turning them into standout moments.

Krista Neher
LIvestreaming Available

Gain a social media edge: Creating better content faster

Session Type:
Workshop
Language:
Date of Session:
Tuesday, November 11, 2025
Start Time:
8:45 am
Neher
2025-11-11 8:45 am
Content Track:

Session Description

Social media and digital marketing are the paths to business growth, which means creating compelling content is vital to your success. Learn Neher’s practical and proven strategies for maximizing ROI by streamlining your content creation and the syndication processes, increasing quality and efficiency with the latest tools, and growing your presence with innovative tools, automations and tactics.

Randall Dean
LIvestreaming Available

Finding an extra hour every day: Time, tech and email tips for greater productivity and efficiency

Session Type:
Workshop
Language:
Date of Session:
Tuesday, November 11, 2025
Start Time:
1:45 pm
Dean
2025-11-11 1:45 pm
Content Track:

Session Description

Afflicted with email and input overload, unexpected interruptions and mental and physical “clutter”? Dean uses humor and high energy as he covers these most common areas of productivity loss affecting many financial professionals. He teaches specific strategies to help stressed performers better manage their time, staff, clients and projects — leading to an extra hour of productivity and focus every day.

Ramy Nassar
LIvestreaming Available

Advancing your AI: Smarter prompts, better questions, real results by tomorrow

Session Type:
Workshop
Language:
Date of Session:
Tuesday, November 11, 2025
Start Time:
8:45 am
Nassar
2025-11-11 8:45 am
Content Track:

Session Description

Most advisors don’t realize how far AI has come — and how accessible and useful it is for everyday tasks in the workplace. Nassar brings practical, first-hand insights from the advisor world, including examples of how top-performing advisors are already using AI to handle compliance paperwork, marketing, staff training, workflow integration and more in an approach that is practical, jargon-free and rooted in tools you can use immediately.

Rachel Dealto
LIvestreaming Available

The relatable leader: Building trust and connection in your practice

Session Type:
Workshop
Language:
Date of Session:
Wednesday, November 12, 2025
Start Time:
8:15 am
Dealto
2025-11-12 8:15 am
Content Track:

Session Description

Discover research-based leadership approaches that address what your team genuinely needs to thrive. DeAlto delivers proven strategies to build trust, prevent burnout, bridge generational gaps and turn routine tasks into purposeful, motivating work. Gain actionable tools and foundational leadership elements you can implement immediately to transform and improve team connection and performance.

Sara Ross
LIvestreaming Available

LeadFULL: Where excellence meets energy to expand leadership capacity and fuel a vibrant life

Session Type:
Anchor Session
Language:
Date of Session:
Tuesday, November 11, 2025
Start Time:
1:00 pm
Ross
2025-11-11 1:00 pm
Content Track:

Session Description

In an increasingly uncertain, AI-accelerated world, many leaders are disengaged and feel unprepared to navigate today's complexity, with nearly half the workforce running on fumes. Leadership has always been demanding, but today it feels like an unsustainable pressure cooker of competing demands to be innovative and strategic, all while being present with your family and practicing self-care. Ross shares ways you can expand your capacity to sustainably thrive within the trademarks of today’s workplace rather than overcome them.

Josh Linkner
LIvestreaming Available

Find a way: A proven model to conquer challenges, seize opportunities and accelerate growth

Session Type:
Anchor Session
Language:
Date of Session:
Monday, November 10, 2025
Start Time:
1:00 pm
Linkner
2025-11-10 1:00 pm
Content Track:

Session Description

Are you looking for ways to inject inventive thinking and creative problem-solving to grow your practice? Linkner teaches his five-step framework with core mindsets for cultivating full organization ingenuity while using rich storytelling and real-life examples to inspire new paths advisors can pave to explosive growth and sustainable results.

Alan Stein Jr.
LIvestreaming Available

How to break through plateaus, overcome stagnation and skyrocket your business

Session Type:
Anchor Session
Language:
Date of Session:
Wednesday, November 12, 2025
Start Time:
10:45 am
Stein
2025-11-12 10:45 am
Content Track:

Session Description

Breaking through plateaus that are keeping your business stagnant can be a challenge, but Stein explains how to master the key fundamentals for establishing unshakeable confidence, magnetic influence and impact while developing elite habits, mindset and focus using the compounding effect of consistency.

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