HilltopSecurities' 2024 Elevate Wealth Management Conference will occur in Frisco, Texas at the Omni Frisco Hotel at the Star, home of the Dallas Cowboys.
Join us August 18 - 20
Don't miss out on hearing from our esteemed keynote speaker. Admiral William H. McRaven is a retired U.S. Navy Four-Star admiral and the former Chancellor of the University of Texas System. During his time in the military, he commanded special operations forces at every level, eventually taking charge of the U.S. Special Operations Command. His career included combat during Desert Storm and both the Iraq and Afghanistan wars. He commanded the troops that captured Saddam Hussein and rescued Captain Phillips. McRaven is also credited with developing the plan and leading the Osama bin Laden mission in 2011.
As the Chancellor of the UT System, he led one of the nation’s largest and most respected systems of higher education. As the chief executive officer of the UT System, McRaven oversaw 14 institutions that educated 220,000 students and employed 20,000 faculty and more than 80,000 healthcare professionals, researchers, and staff.
McRaven is a recognized national authority on U.S. foreign policy and has advised Presidents George W. Bush, Barack Obama, and other U.S. leaders on defense issues. He currently serves on the Council on Foreign Relations (CFR), the National Football Foundation, and the Board of Directors of CoconoPhilips.
McRaven has been recognized for his leadership numerous times. In 2011, he was the first runner-up for TIME magazine’s “Person of the Year.” In 2012, Foreign Policy magazine named McRaven one of the nation’s “Top 10 Foreign Policy Experts.” In 2014, Politico magazine named McRaven one of the “Politico 50,” citing his leadership as instrumental in cutting though Washington bureaucracy. In 2015, he received the Intrepid Freedom Award for his distinguished service in defending the values of democracy. In 2016, McRaven was named the recipient of the Ambassador Richard M. Helms Award by the CIA Officers’ Memorial Foundation and in 2018, he received the Judge William H. Webster Distinguished Service Award for a lifetime of service to the nation.
Agenda
The HilltopSecurities' Advisory Services Group has worked hard to develop a schedule that maximizes attendee engagement while attending Elevate 2024. Each session has been carefully planned to provide valuable content and opportunities for each advisor. As you review the agenda and work through the registration process, please note that attendees can select which breakout topic they would like to attend during the different breakout sessions. Please make sure you are only choosing one topic per time frame. Seats are limited for each topic.
Pre Conference: An Opportunity Within Reach: Bringing High-Net-Worth Capabilities To Life
High-net-worth investors present a growing opportunity for our industry. Join Envestnet | PMC for an in-person workshop to discuss how you can build a book of high-net-worth clients. Learn who these people are, their needs and expectations, and what it takes to serve them well.
To help you take action, we’ve created a practice management workshop that explores how to reach today’s high-net-worth investors and best support them. This interactive program consists of 4 core objectives, which include:
• Understanding today’s high-net-worth investor and their unique goals.
• Strategies to build and manage portfolios to meet the needs of HNW individuals.
• Highlights of specific solutions available to you through Envestnet | PMC to enhance your HNW offering.
• A case study that explores how various solutions come together to bring HNW capabilities to life.
We know that many of HNW clients are business owners and as an added bonus we are excited to share a new opportunity to offer turnkey retirement plan solutions with our partners at Empower.
Opening & Keynote Speaker Featuring Admiral William H. McRaven
Leadership and Risk Management: Taking Command
Admiral William H. McRaven captivates audiences with his exceptional leadership experiences, exploring today’s geopolitical environment and a look forward to America’s place in an ever-changing global community. His principles of leadership and risk management are applicable to any organization, and he firmly believes in the necessity of preparation, order and discipline, knowing that they are naught without a distinct and meaningful purpose or goal. He shares impactful narratives, lessons and insights on authority amidst turmoil and instability, the force of teamwork and personal initiative, resilience in the face of opposition, and the unconditional importance of never giving up. He challenges his audience and encourages them to accept responsibility, be creative within the rules, take control of their circumstances, and maintain focus during times of conflict. Audience members are inspired to apply McRaven’s diligence, courage and risk management strategies to their own lives and put in place the tools that will help them not only succeed within their organization but also reach new levels of achievement.
HilltopSecurities Business Update with Brad Winges, HilltopSecurities President & CEO
Product & Service Overview
Robert Morales CFP® AIF® Head of Advisor Services will provide an enlightening update session, which will unveil our latest products and services to help you elevate your practice, streamline your processes, and enhance your client satisfaction.
During this session, Robert will provide a roadmap for our future offerings, showcasing the exciting innovations on the horizon at HilltopSecurities!
You will also have the opportunity to learn more about what is in store for the next few days of Elevate, highlighting key sessions, partners and workshops and networking opportunities that you don’t want to miss.
Don’t miss this opportunity to get an inside look at what is in store for our advisors, in the next two days and beyond!
Speaker
- Robert Morales, Head of Advisory Services and Products, HilltopSecurities
The Productivity Paradox: Rethinking Human Performance in the Digital Age
Patrick empowers professionals to pursue self-mastery and excel in the high-stakes world of finance. He teaches proven strategies that enable you to cut through the noise, prioritize what matters, and achieve game-changing results. Whether you're managing client portfolios or navigating complex markets, Patrick's insights will help you harness the power of focus and self-mastery to drive success.
“I’m not asking people to throw away their mobile phones and tablets. That’s not realistic, and these devices enhance our lives. Instead, I show people how to specifically and strategically manage technology to reduce distractions, sharpen focus and ignite productivity. It’s an absolute necessity in the modern digital age in which we now live.”
Speaker
- Patrick McAndrew, Founder & CEO, HARA
Breakout Session 1: First Trust Advisory Models - invest with the expertise
First Trust’s ETF Model Portfolios are designed to provide financial professionals with a foundation to build scalable asset allocation solutions for their clients. The models are the best way to access the investment views of First Trust, including Brian Wesbury, Chief Economist, Dave McGarel, Chief Investment Officer, and Bill Housey, Managing Director of Fixed Income. This presentation will provide an overview of First Trust’s ETF models as well as commentary on current market views and model positioning.
Speaker
- Tyler Cockle, VP - Client Portfolio Manager, FirstTrust
Fireside Chat: MIN Planning Consultant Meeting
Schedule a 20 minute “Fireside Chat” where you can engage one-on-one with your Growth Consultant. In this personalized session we will:
- Review your book of Business
- Identify Opportunities for increased efficiencies
- Apply new tools and resources for your specific needs
- Answer any questions
Keep and eye out for a Calendly invite from your growth consultant and sign up quickly - space is limited! Don’t miss this chance to gain tailed insights and strategies to boost your growth
Fireside Chat: PCG Planning Consultant Meeting
Schedule a 20 minute “Fireside Chat” where you can engage one-on-one with your Growth Consultant. In this personalized session we will:
- Review your book of Business
- Identify Opportunities for increased efficiencies
- Apply new tools and resources for your specific needs
- Answer any questions
Keep and eye out for a Calendly invite from your growth consultant and sign up quickly - space is limited! Don’t miss this chance to gain tailed insights and strategies to boost your growth
Breakout Session 1: Merging Clients and Creating Reports
Upgrade your Envestnet knowledge! This series will provide advisors with the best practices to efficiently use the Envestnet Tools.
Join the ASG team to learn how to manage households in Envestnet, customize the Envestnet screens that you see daily, and create reports on your book of business and for clients.
Speaker
- ASG Associates, HilltopSecurities
Breakout Session 1: Mastering Balance in a World of Uncertainty: Practical Tools for Staying Grounded
Learn how to maintain your equilibrium and resilience, even in the face of constant change and unexpected challenges.
In a world of constant change, staying balanced can be challenging. This workshop offers practical tools to help you regain your center when faced with unexpected disruptions. Through mindfulness and light physical exercises, you'll learn how to stay grounded in any situation—whether in a tense meeting, a difficult conversation, or during personal stress.
Key Takeaways:
· Techniques to quickly realign and regain balance during stressful moments.
· Mindfulness practices for staying centered amidst uncertainty.
· Strategies to enhance resilience and adaptability in both work and life.
Speaker
- Patrick McAndrew, Founder & CEO, HARA
Breakout Session 1: Succession Planning Roundtable
Jeff Stewart and Scott Wilson will lead a roundtable discussion on trends and updates that we are seeing with succession planning in financial services practices. Learn strategies and techniques to transition your practice, select a successor and improve the value of your practice.
Speaker
- Jeff Stewart, Head of Business Development, Wealth Management, HilltopSecurities
- Scott Wilson, Business Development Associate, HilltopSecurities
Breakout Session 1: Affluent and Wealthy Client Expectations - How Elite Advisors Rarely Disappoint Sponsored by Stringer
Drawing on decades of industry experience and current market research, Phil Buchanan of Cannon Financial will lead advisors through two interconnected sessions designed to boost productivity and enhance their practice.
- Quick look at the current challenges of the financial services industry and market trends
- The importance of a solid business plan and marketing plan
- The Six P’s Essential to Your Investment Story
- Profile
- People
- Philosophy
- Process
- Performance
- Price
Speaker
- Phil Buchanan, Executive Chairman of the Board, Cannon Financial Institute
Breakout Session 2: Using Tasks/Trade Instructions and Service Requests
Upgrade your Envestnet knowledge! This series will provide advisors with the best practices to efficiently use the Envestnet Tools.
In this session, The ASG team will provide insights on using Tasks, Trade Instructions, and Service Requests in Envestnet.
Speaker
- ASG Associates, HilltopSecurities
Breakout Session 2: The Wealth and Retirement Plan Convergence: Easily offer Employer Plans to grow your Wealth Management Business
The Convergence of Wealth advisors and Retirement Plan Advisors has continued at a strong clip this year, driven by new laws that help retirement savers and interest from clients. Bridging this gap presents an enormous opportunity for growth and new business for our industry. Join Envestnet Retirements to learn about this market trend, how to use it to grow, and the support available for advisors.
Speaker
- Sean Powers, Business Development, Envestnet Retirement Solutions
Breakout Session 2: Affluent and Wealthy Client Expectations – How Elite Advisors Rarely Disappoint Sponsored by Stringer
Drawing on decades of industry experience and current market research, Phil Buchanan of Cannon Financial will lead advisors through two interconnected sessions designed to boost productivity and enhance their practice.
Essential Client Connection Skills
- Communication
- Framing
- Bridging
- Languaging
- Conversational Questioning Skills
- Asking Deeper/Provoking Questions
- Fact/Consequence/Concern
- Reposition With Comprehensive Wealth Management
- Introducing the 13 Wealth Management Issues Document
Speaker
- Phil Buchanan, Executive Chairman of the Board, Cannon Financial Institute
Breakout Session 2: Keep Organized With Workflows, Templates, and More!
Learn how to organize your days with Redtail. Our Redtail trainer will show you the tricks and tools in Redtail tail that can get you started using the powerful Workflow and Template tools in Redtail and answer the questions that you have on this robust Contact Management System.
Speaker
- Tony Donato, Account Executive, Redtail
Fireside Chat: PCG Planning Consultant Meeting
Schedule a 20 minute “Fireside Chat” where you can engage one-on-one with your Growth Consultant. In this personalized session we will:
- Review your book of Business
- Identify Opportunities for increased efficiencies
- Apply new tools and resources for your specific needs
- Answer any questions
Keep and eye out for a Calendly invite from your growth consultant and sign up quickly - space is limited! Don’t miss this chance to gain tailed insights and strategies to boost your growth
Breakout Session 2: Resilience Under Pressure (2024 Mid-Year Outlook)
While investors were obsessing about the timing and number of Fed rate cuts this year, the economy surprised and stuck the long-anticipated soft landing. But with early gains likely in the rearview mirror, risks are now skewed to the downside. Join Brianna Roberts from State Street Global Advisors as they explore strategies for the second half of 2024.
Speaker:
Brianna Roberts, Model Portfolio Investment Strategist, State Street
Fireside Chat: MIN Planning Consultant Meeting
Schedule a 20 minute “Fireside Chat” where you can engage one-on-one with your Growth Consultant. In this personalized session we will:
- Review your book of Business
- Identify Opportunities for increased efficiencies
- Apply new tools and resources for your specific needs
- Answer any questions
Keep and eye out for a Calendly invite from your growth consultant and sign up quickly - space is limited! Don’t miss this chance to gain tailed insights and strategies to boost your growth
Breakout Session 3: Trading Co-Pilot
Upgrade your Envestnet knowledge! This series will provide advisors with the best practices to efficiently use the Envestnet Tools. In this session, the ASG team will go through Co-Pilot Trading on Envestnet.
Speaker
- ASG Associates, HilltopSecurities
Fireside Chat: PCG Planning Consultant Meeting
Schedule a 20 minute “Fireside Chat” where you can engage one-on-one with your Growth Consultant. In this personalized session we will:
- Review your book of Business
- Identify Opportunities for increased efficiencies
- Apply new tools and resources for your specific needs
- Answer any questions
Keep and eye out for a Calendly invite from your growth consultant and sign up quickly - space is limited! Don’t miss this chance to gain tailed insights and strategies to boost your growth
Breakout Session 3: “Launching Hilltop Investment Management Models” with Fully Paid Lending
The HilltopSecurities Fully Paid Lending Program allows eligible clients the opportunity to earn additional income by lending securities they already own in their portfolios when there is demand for them in the securities lending market. Clients continue to maintain full ownership, can sell their loaned shares at any time, and there are no fees associated with the program.
Speaker:
- Lana Calton, Head of Clearing Services and Stock Loan, HilltopSecurities
Breakout Session 3: What's the plan?
Hear from the Herd about how Hilltop and Momentum Advisors use financial planning and MoneyGuide Pro to improve client outcomes, simplify the annual review process, and grow their practice.
Moderator
- Scot Macfarland, Retirement Consulting and Advanced Planning Manager, HilltopSecurities
Breakout Session 3: Leading Through Change: Guiding Investors Through the Election, Fed Policy, and the Yield Curve
Gary Stringer and Jonathan Bernstein will help equip financial advisors to guide their clients through the coming months of uncertainty and beyond. Successful advisors need an enduring investment management process and an understanding of the economic and financial market impacts of the upcoming election, Federal Reserve policy shifts, and the eventual normalization of the yield curve. Most importantly, we will discuss the talking points that advisors can use to help guide their clients through the uncertainties ahead and prepare them to thrive in the changing landscape.
Speaker
- Johnathan Bernstein, Principal Director of Sales & Marketing, Stringer Asset Management
Breakout Session 3: The Value of an Advisor
Join us at Elevate where we unveil the latest insights from Russell Investments’ Value of an Advisor Study. In 2024, the data reveals that the value of an advisor in the U.S. stands at a significant 5.00%. This marks the 11th edition of our annual study, highlighting the increasing significance of financial advisors in today’s landscape.
During this breakout, our experts will delve into the multifaceted role of advisors and the tangible benefits they bring. Be among the first to gain access to:
• The full 2024 report
• A simple formula, derived from rigorous research and real-world practice, to showcase the comprehensive value of your services: A+B+C+T
• Client-ready resources to help you effectively communicate your value proposition to investors
Don’t miss out on this opportunity to stay ahead of the curve.
Speaker
- Michael Montemayor, Regional Director, Russell Investments
Fireside Chat: MIN Planning Consultant Meeting
Schedule a 20 minute “Fireside Chat” where you can engage one-on-one with your Growth Consultant. In this personalized session we will:
- Review your book of Business
- Identify Opportunities for increased efficiencies
- Apply new tools and resources for your specific needs
- Answer any questions
Keep and eye out for a Calendly invite from your growth consultant and sign up quickly - space is limited! Don’t miss this chance to gain tailed insights and strategies to boost your growth
Chris Jeppesen- Advisor Playbook
In an era where innovation is rapidly reshaping the financial landscape, staying ahead demands not just adaptation but mastery of change. Chris Jeppesen offers a carefully curated set of repeatable tactics proven to enhance operational excellence, technical superiority, and client engagement. Mr. Jeppesen will guide you through the very techniques that have helped industry-leading teams accelerate organic growth with precision and scale. His unique insights will provide you with actionable strategies to elevate your service and exceed the evolving expectations of your clients.
Speaker
- Chris Jeppesen, Senior Vice President & Chief of Advisor Consulting, First Trust
A Brand New You
Branding plays a crucial role in the financial services industry. It helps establish trust and credibility, which are essential in an industry built on managing people's money and providing financial advice. A strong brand can also attract new customers and retain existing ones which directly correlates to business growth. This session will look at the evolution of our industry and how advisors have been “branded” over the years, and ways to recreate your brand in a new light.
Speaker
- Scott McCaffrey, Head of Momentum Independent Network
Use Delivery Advice in Challenging Markets - Market Update
Speaker
- Dana D' Auria, Co-Chief Investment Officer and Group President, Envestnet Solutions
Breakout Session 4: Driving growth with AdvisorStream automated marketing
Join Broadridge for an informative session on how advisors can drive growth and client retention with AdvisorStream’s investor-centric approach to digital marketing.
You will learn how AdvisorStream helps you:
• Stand out with timely client-focused communications (social, email, newsletters and more)
• Create curiosity with fresh content licensed from world-class publishers
• Attract leads with optimized landing pages designed to convert
• Save time with flexible automation you control
• Drive growth with AI-powered client insights and content recommendations
Speaker
- Tyson Johnston, Sr. Director - Investor Communications, Broadridge Advisor Stream
Breakout Session 4: The Big Miss: Common Mistakes in Fixed Income Investing
Fixed income is generally the portion of an investor’s portfolio where mitigating risk is of paramount importance. It’s not intended to be the octane in an investor’s portfolio. Rather, it’s supposed to provide predictable income streams in exchange for lower volatility than other asset classes. But many investors, in search of squeezing out a bit of extra yield, take on additional risk in their fixed income portfolios – sometimes risk that they don’t even recognize.
This session will highlight some of the most common investment dilemmas and scenarios where sub-optimal decision-making can emerge, so that investors can recognize the risks and take additional time and consideration in their investment decisions.
Speaker
- Chris Nicholl, Managing Director & Senior Portfolio Manager, HilltopSecurities
Breakout Session 4: Securities Based Lending and How it Increases The Value of Your Practice
This session will offer a comprehensive overview of how leveraging securities-based loans (SBLs) can enhance the value of advice and advisory practices. Rich will review the fundamentals of securities-based lending, which involves borrowing against a client's investment portfolio without needing to liquidate their assets. Attendees will learn how to identify suitable candidates for SBL, understand the mechanics of setting up these loans, and navigate the associated risks and regulatory considerations.
By integrating securities-based lending into their service offerings, financial advisors can provide clients with flexible liquidity solutions for various needs, such as business investments, real estate purchases, or personal expenses, while maintaining their investment strategies. This session will demonstrate how these loans can lead to increased client satisfaction and retention, thereby enhancing the overall value and competitiveness of an advisory practice. Through case studies and expert insights, participants will gain practical knowledge on implementing SBL to drive growth and deliver more comprehensive financial solutions to their clients.
Speaker
- Rich Boyd, Sr. Vice President and National Sales Manager - Broker Dealer Sales, Tri State
Fireside Chat: MIN Planning Consultant Meeting
Schedule a 20 minute “Fireside Chat” where you can engage one-on-one with your Growth Consultant. In this personalized session we will:
- Review your book of Business
- Identify Opportunities for increased efficiencies
- Apply new tools and resources for your specific needs
- Answer any questions
Keep and eye out for a Calendly invite from your growth consultant and sign up quickly - space is limited! Don’t miss this chance to gain tailed insights and strategies to boost your growth
Fireside Chat: PCG Planning Consultant Meeting
Schedule a 20 minute “Fireside Chat” where you can engage one-on-one with your Growth Consultant. In this personalized session we will:
- Review your book of Business
- Identify Opportunities for increased efficiencies
- Apply new tools and resources for your specific needs
- Answer any questions
Keep and eye out for a Calendly invite from your growth consultant and sign up quickly - space is limited! Don’t miss this chance to gain tailed insights and strategies to boost your growth
Breakout Session 4: Creating Proposals and Goal Modifications
Upgrade your Envestnet knowledge! This series will provide advisors with the best practices to efficiently use the Envestnet Tools.
Join the ASG team to learn about Goal Modifications and Proposals. Find out how to create each report, when to use the right document with you client, and how to avoid common mistakes.
Speaker
- ASG Associates, HilltopSecurities
Breakout Session 4: Retirement Plan Roundtable
Ever wondered about working with small business retirement plans? Hear from advisors that have found success working with small business owners and their retirement plans. In this setting we will have a few advisors discuss their experience and strategies for working in this fast-growing segment.
Moderator
- Scot Macfarland, Retirement Consulting and Advanced Planning Manager, HilltopSecurities
Fireside Chat: MIN Planning Consultant Meeting
Schedule a 20 minute “Fireside Chat” where you can engage one-on-one with your Growth Consultant. In this personalized session we will:
- Review your book of Business
- Identify Opportunities for increased efficiencies
- Apply new tools and resources for your specific needs
- Answer any questions
Keep and eye out for a Calendly invite from your growth consultant and sign up quickly - space is limited! Don’t miss this chance to gain tailed insights and strategies to boost your growth
Breakout Session 5: Managing Trust Assets
In a roundtable session moderated by Aaron Roby from Wealth Advisor Trust, you will learn how advisors have used corporate trustees to manage accounts for high net worth and ultra-high net worth relationships.
Moderator
- Aaron Roby, Business Development Representative, Wealth Advisor Trust Company
Breakout Session 5: Back To The Future Part II
Join our Commodities team to find out the latest updates in the commodities sector, and how commodities can improve diversification in your clients' portfolios.
Speaker
- Jerome Gaudry, Senior Managing Director & Head of Commodities Sales & Trading, HilltopSecurities
Breakout Session 5: When clients want to invest with their values – what you need to know!
The range of investment options for clients to invest in a way that aligns with their values has ballooned over the past decade, ranging from sustainable, to religious values, to social impact – clients have a multitude of choices available to them. As an advisor, clients turn to you to help them navigate these investments. Join MSCI, BlackRock, and Envestnet to learn about the range of options clients have, and the opportunities and risks that accompany them. We will simplify and de-mystify investment choices, explain how to navigate this space, and share some critical resources to help in your next client conversation.
Speaker
- Tanvi Pradhan, Director, Global Product Solutions, BlackRock
- Guillermo Cano, Executive Director, MSCI Research
- Erik Preus, Group Head, Investment Solutions, Envestnet
- Tushar Yadava, Director, Multi-Asset Strategies and Solutions, BlackRock
Breakout Session 5: Tax Planning And Beyond
Taxes may be one of life’s certainties, but a proactive approach that seeks to systematically mitigate tax consequences can make a difference in your portfolio’s net (after-tax) returns over the long haul. Tax-smart solutions can be automated and implemented across your entire portfolio or targeted to specific areas. Join SEI for this breakout session to create opportunity through action and hear our 5 Top Ideas for Tax Planning.
Offers 1 CE Credit
Speaker
- Hank Kulik, Trust Investment Officer, SEI
Breakout Session 5: A "Portal" to your client's finances
Upgrade your Envestnet knowledge! This series will provide advisors with the best practices to efficiently use the Envestnet Tools.
Join the ASG team to learn to use the Client Portal to engage your clients and become their “go-to” Financial Resource! Attendees will learn:
- How to sign-up clients for the Client Portal
– How to integrate outside investments
– How to share MoneyGuide Pro plans
Speaker
- ASG Associates, HilltopSecurities
Breakout Session 6: Organizing your book with Envestnet Analytics
Upgrade your Envestnet knowledge! This series will provide advisors with the best practices to efficiently use the Envestnet Tools.
In This session, you will learn techniques that will transform the way you uncover growth opportunities with Envestnet Analytics. Bring your laptop, to work with our experts in real time.
Speaker
- ASG Associates, HilltopSecurities
Breakout Session 6: Creative Insurance Solutions with Strong Marketplace Adoption
Today’s clients have many competing financial needs, but managing financial risk remains a constant. Sheldon Harden and Mark Woods will share some of the more creative and compelling insurance solutions they have been involved in that can be effectively delivered for your clients.
Speaker
- Mark Woods, Insurance Planning Consultant, HilltopSecurities
- Sheldon Harden, Annuity Planning Consultant, HilltopSecurities
Breakout Session 6: Resilience Under Pressure (2024 Mid-Year Outlook)
While investors were obsessing about the timing and number of Fed rate cuts this year, the economy surprised and stuck the long-anticipated soft landing. But with early gains likely in the rearview mirror, risks are now skewed to the downside. Join [SPEAKER] from State Street Global Advisors as they explore strategies for the second half of 2024.
Speaker
- State Street
Fireside Chat: PCG Planning Consultant Meeting
Schedule a 20 minute “Fireside Chat” where you can engage one-on-one with your Growth Consultant. In this personalized session we will:
- Review your book of Business
- Identify Opportunities for increased efficiencies
- Apply new tools and resources for your specific needs
- Answer any questions
Keep and eye out for a Calendly invite from your growth consultant and sign up quickly - space is limited! Don’t miss this chance to gain tailed insights and strategies to boost your growth
Breakout Session 6: Leading Through Change: Guiding Investors Through the Election, Fed Policy, and the Yield Curve
Gary Stringer and Jonathan Bernstein will help equip Financial Advisors to guide their clients through the coming months of uncertainty and beyond. Successful Advisors need an enduring investment management process and an understanding of the economic and financial market impacts of the upcoming election, Federal Reserve policy shifts, and the eventual normalization of the yield curve. Most importantly, we will discuss the talking points that Advisors can use to help guide their clients through the uncertainties ahead and prepare them to thrive in the changing landscape.
Speaker
- Johnathan Bernstein, Principal, Director of Sales and Marketing, Stringer Asset Management
Breakout Session 6: The Art of the One Meeting Close
With greater insight and the right support and tools, prospecting for new retirement plan business does not need to be complicated or time-consuming. Many plan sponsors are often looking for two things above all else:
• A low-cost target date series with a history of superior investment results
• A low-cost, high-quality recordkeeping solution
Speaker
- Cole Kelly, Internal Wealth Specialist, Capital Group
Fireside Chat with Jeff Stewart
Join us for an engaging fireside chat moderated by Jeff Stewart, between our growth consultants and advisors that shown significant growth while working with a growth consultant. This keynote session will delve into best practices and strategies for maximizing the value of your growth consultant relationship. Discover practical tips, real-world examples, and actionable insights that can propel your advisory practice to new heights. Don’t miss this opportunity to learn from those who have walked the path to success and gain a deeper understanding of how to harness the full potential of our growth consultants.
Compliance/Legal Hour
Spend an hour with our legal and compliance experts, along with special guests, to explore best practices and emerging issues that are shaping the advisory landscape today. This session will provide valuable insights on how to navigate the legal and regulatory environment effectively, ensuring that you can focus on growth while staying compliant. Learn about the latest developments and strategies to safeguard your practice and enhance your advisory services. Don’t miss this opportunity to equip yourself with the knowledge and tools to thrive in an ever-evolving industry.
Speakers
Don't miss hearing from HilltopSecurities leadership and our invited guest speakers.
Brad Winges
HilltopSecurities
President & CEO
John Muschalek
HilltopSecurities
Executive Managing Director, Head of Wealth Management
Admiral William H. McRaven
Robert Morales
HilltopSecurities
Head of Advisory Services and Products
Scott McCaffery
HilltopSecurities
Head of Momentum Independent Network
Patrick McAndrew
HARA
Founder & CEO
Chris Jeppesen
First Trust
Senior Vice President & Chief of Advisor Consulting
Dana D' Auria
Envestnet Solutions
Co-Chief Investment Officer and Group President
Sponsors
Thank you to our sponsors! Elevate is made possible through your commitment and support.
Platinum Sponsors
Gold Sponsors
Silver Sponsors
Hotel
HilltopSecurities is excited to have you join us for Elevate at the Omni Frisco Hotel at the Star located in the vibrant North Texas city of Frisco.
Omni Frisco Hotel at The Star
Omni Frisco Hotel at The Star, Cowboys Way, Frisco, TX, USA
The Omni Frisco Hotel at The Star captures the energy and excellence of this vibrant North Texas city. This Frisco hotel serves as the cornerstone of The Star, a 91-acre entertainment district anchored by the Dallas Cowboys World Headquarters and their 12,000-seat practice facility, Ford Center. Omni Frisco Hotel at The Star’s premier location is steps away from exciting dining, nightlife and shopping in North Dallas. One of the best hotels in Frisco, TX, Omni offers timeless guest rooms and suites, a relaxing pool and world-class amenities at The Star.
Included amenities at the Star:
FITNESS AND LEISURE
- Complimentary fitness center access
- Cowboys Fit state-of-the-art training facility available for Omni Guests at a $10 rate
GUEST SERVICES
- The Power of One ® - Excellence in Service
- 24-hour in-room dining
- Neighborhood Services restaurant
- ADA-equipped facilities
- Charlotte Jones Collection
- Concierge
- Express check-in and check-out
- In-room safes
- Interactive event technology
- Laundry and dry cleaning services
- Lobby Lounge
- Personalized wake-up calls
- Business Services
- Valet
- WiFi
Cut Off Date
All rooms will be reserved for you on behalf of HilltopSecurities through the registration process. Please make sure you have indicated if you will require a hotel reservation or not.
MIN Advisors and Sponsors - a credit card will be required at the time of check-in.
The hotel block will fill up quickly, so we strongly encourage you to register and indicate the need for a room early in order to be placed at the conference hotel. Discounted hotel rates, based on hotel availability, will be available to registered attendees until July 26, 2024, or until the official conference hotel block is filled.
Rate
Booking Conditions
Event Contacts
Register