Start your day with an invigorating run around Downtown Austin. Led by local fitness influencer, Gina King.

Location:   Austin Marriott Downtown Lobby

Product experts will be on-hand throughout the conference to answer your technical and how-to questions.

Location:   Pre-Function Hall

Break bread with the AdvisorEngine community.

Location:   Waller C&D

Sponsored by:

Get a first look at the product enhancements coming next for AdvisorEngine.

Location:   Waller C&D

Snacks and refreshments provided.

Location:   Pre-Function Hall

Sponsored by:

How can you achieve growth and operational success beyond CRM? Learn about AdvisorEngine’s comprehensive wealth management solution.

Location:   Waller C&D

10 minute break

Location:   Pre-Function Hall

Our four-part series on client service automation starts with learning how you want to segment your clients. Not every client gets the same services, so we'll talk about how you want to break out clients into groups, go over industry examples and then demonstrate how to implement and maintain those groups in your CRM.

Location:   Waller C&D

We're lucky to have the Head of Portfolio Consulting Services at Franklin Templeton. Join us for a discussion about Peter Olsen's experience working with countless advisors to help them build better client portfolios.

Location:   Waller C&D

Location:   Waller C&D

Sponsored by:

Part two of our series on client service automation is a beginner’s look at the "what" you'll be doing for your clients. Workflow Templates provide for consistent and repeatable processes in your firm so we'll show you how they work and how they are set up in this session.

Location:   Waller A&B

Snacks and refreshments provided.

Location:   Pre-Function Hall

Sponsored by:

In part three we'll look at implementing Workflow Templates in your CRM. Now that we know how they work, we'll workshop into the actual process of designing a Workflow Template within your firm that suits everyone's needs, captures the right data, and ensures a consistent process is followed with your clients.

Location:   Waller A&B

Break through the noise surrounding your clients and establish your value effectively. Learn how to be more effective on LinkedIn, send crisp emails and nail your digital marketing.

Location:   Waller C&D

Snacks and refreshments provided.

Location:   Pre-Function Hall

Sponsored by:

In the final part of our Client Service Automation series, we'll put together everything from the first three sessions, combining repeatable processes with defined client groups to deliver automated services to the correct clients at regular intervals.

Location:   Waller C&D

What are the priorities that regulators are focused on for 2022? There are five key points to be aware of.

Location:   Waller E&F

10 minute break

Location:   Pre-Function Hall

Keynote Session with Andy Buckley, aka "David Wallace" from NBC's hit show The Office

Location:   Waller C&D

Soak in the flavor of Austin with us at Banger's – Located in the heart of Rainey Street's entertainment district, just a short walk from the hotel. We'll be serving up plenty of music, food and drinks (more than 100 exclusively craft beers on tap!), plus a few weird and wonderful surprises that will have you unleashing your inner Texan.

Location:   79 Rainey St, Austin, TX 78701

 (Step-by-step directions)

Product experts will be on-hand throughout the conference to answer your technical and how-to questions.

Location:   Pre-Function Hall

Join us for breakfast and a morning of giving back activities benefitting The Settlement Home for Children.  

Location:   Waller C&D

Sponsored by:

Join Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group as the duo discuss how advisors can leverage their firm’s data to improve client engagement and firm valuation in a down market.

Location:   Waller C&D

Multiples do not equal valuation and do not equal final price paid. Taxes are a negotiated item and most importantly the correct IRS form must be completed exactly the same and submitted for both buyer and seller. There are ways to structure deals that are financeable and ways that are not.

Structuring the deal is an important part of any succession or acquisition. Hear Nicole Frey, Project Manager at Succession Resource Group and John Turner, Vice President of Investment Advisor Financing from Live Oak Bank discuss these very important issues. Bring your questions and be ready for an engaging and informative session.

Location:   Waller C&D

War in Europe, inflation, rising interest rates, energy price shocks. 2022 just started -- so what might happen next, and how should investment professionals prepare?

Location:   Waller C&D

Snacks and refreshments provided.

Location:   Pre-Function Hall

Sponsored by:

Training is great at an event when you're around like-minded people. But how do you keep the momentum going after the conference is over? Learn how Hamilton Capital created a system that's helped its advisors stay on top of tech at the firm.

Location:   Waller C&D

Snacks and refreshments provided.

Location:   Pre-Function Hall

Sponsored by:

Have you ever sat in front of your computer writing a paper, sending an email, or having a virtual meeting with a client and said to yourself, “I feel like I’m missing something?" The speed of technology change is jarring, but there are some very simple things you can learn to help you handle the change. Join AdvisorEngine's CIO/CTO and its head of IT as they discuss tips, tricks and techniques to optimize your technology experience.

Location:   Waller C&D

10 minute break

Location:   Pre-Function Hall

Two trainers and two pro users will be here to answer your questions and provide insight into your CRM software. Questions for consideration to the panel can be submitted during your conference registration process.

Location:   Waller C&D

Join us for a jam session and grab a boxed lunch to go.

Location:   Waller C&D

Sponsored by: