正版新葡新京 Conversation Circles

正版新葡新京 Conversation Circles are facilitated by a 正版新葡新京 member or expert in the topic area and are designed to be an interactive and lively discussion with peers.

Intended Audiences: Each Conversation Circle has an intended audience, as outlined below. These are meant as guidelines, and any member or non-member is welcome to join any conversation that they’re interested in.

Solo Firms- 1-2 employees, under 1M in revenue (~ less than 100M AUM)

Mid-Market Firms- 3-10 employees, and between 1-5M of revenue. (~100M-1B AUM)

Large Firms: 11+ employees, and over 5M of revenue. (~ over 1B AUM)

Genesis: Financial advisors aged 33 and under

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SEO/Website Presence

Facilitator: Allan Slider, FeeOnly Network

Thursday, March 10, at 1:00 PM ET

Interest Level: All

Live website reviews & all your SEO questions answered! For the past 10 years, Allan Slider, founder of FeeOnlyNetwork.com, has been on a mission to put fee-only advisors at the front and center of the internet, individually & collectively. He has consulted with more than 1,800 正版新葡新京 firms to help grow their online footprint and raise search engine rankings. Allan will give commentary on participants' websites and offer actionable advice to raise search engine visibility for firms of all sizes, and together help Fee-Only advisors own the internet.

Register Here

Moving Up-Market with Non-Traditional Investments

Facilitator: Mario Nardone

Thursday, March 17, at 1:00 PM ET

Interest Level: Solo/Mid Firms

This session is intended to help advisors think beyond core asset classes like publicly traded stocks and bonds. Yes, those are the core building blocks of long-term portfolios, but advisors shouldn't avoid thinking outside the box simply out of fear of the unknown. The alternative investment landscape is vast, but with a thoughtful approach and effective screening resources, having a few options in your back pocket might just help you build better, more thoughtful, and diversified portfolios for your clients. For advisors interested in landing higher net worth clients, you know the competition is fierce, and the well-heeled "advice" firms have the edge when it comes to marketing and wining-and-dining. Why not make your edge be the one-two punch of comprehensive planning and a more sophisticated approach to investing?

Register Here

Mid-Market Firms

Facilitator: JJ Williams

Thursday, March 24, at 1:00 PM ET

Interest Level: Mid-Market

正版新葡新京 is experimenting with using revenue as a differentiator in addressing the specific needs of mid-market firms (annual revenue $1M - $5M). Everyone is invited; however, the topics will focus on firms this size. The goal of this conversation circle is to have an open discussion and to share common ideas, concerns, and opportunities to the mid-market firms. Topic suggestions may be scaling financial planning services, sharing tech stack ideas and experiences, better understanding continuity and succession planning or discussing common compliance concerns. Bring your ideas, problems, and solutions, and let’s work together to build even better firms.

Register Here