The Federated Marketing Model: How to Orchestrate from Firm Strategy to Advisor Execution

2026 Marketing Trends Shaping Financial Advisor Growth

A practical conversation about what those systems look like in the real world, and how top marketers and advisors are using them to drive growth.

The 5-Minute Window: How Speed to Lead Turns Prospects into Booked Meetings

Most advisors respond to a new lead in 24 to 48 hours. The research says the window that converts is 5 minutes. This session is about what that gap costs and how to close it.