ROUNDTABLE WORKBOOK (Workbook Flipbook | Workbook PDF | Workbook Fillable)
ROUNDTABLE INTENSIVE
DAY 2 June 12
Pacific Time Zone
9:00 a.m. John Bowen Introductions
9:10 a.m. Karah Sprouse Bridging the Divide: Messaging That Resonates with Every Generation
Get the 3 Tips to Engage Gen Z
10:10 a.m. Break
10:25 a.m. Advisor Breakouts Advisor Exchange: Tools, Tech, and Networks That Drive Growth
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11:10 a.m. Paul Lofties Group Discussion: Best Ideas
11:25 a.m. Break
11:40 a.m. Dennis Gallant The Race to the Top Corporate Focus on the 10M+ Marketplace
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12:05 p.m. John Bowen The CEO Mindset: Leading with Vision, Focus, and Purpose
Access the workbook flipbook here | Access the workbook PDF here | Access the workbook fillable PDF here
Access the workbook sample here | Access the workbook sample PDF here
Access the GEN-Translation Toolkit
12:35 p.m. Coach Facilitated Breakout
12:45 p.m. John Bowen Wrap the Day
ROUNDTABLE INTENSIVE
DAY 1 June 11
Pacific Time Zone
9:00 a.m. Robin Black Introductions
9:01 a.m. John Bowen Welcome & What to Expect
9:11 a.m. John Bowen & George Walper Beyond the Plateau: Unlocking the Strategies Behind Scalable Success
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9:41 a.m. Coach Facilitated Breakout
10:11 a.m. Break
10:25 a.m. Sarah Rosen Protecting What Matters Most: Guiding Clients Through Cybersecurity Challenges
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10:55 a.m. Coach Facilitated Breakout
11:05 a.m. Break
11:20 a.m. Kirk Hulett Strategic Hiring For Elite Wealth Management Teams
Access the presentation here | Access the workflow hiring new associate here
11:50 a.m. Coach Facilitated Breakout
12:10 p.m. Break
12:20 p.m. Paul Lofties with Chris Heerlein & Darrick Hutchens Scaling in Action: Real-World Lessons from Advisors on the Rise
12:50 p.m. Paul Lofties Wrap the Day
ROUNDTABLE IN SAN DIEGO
ROUNDTABLE SPEAKERS
CEG INSIGHTS NETWORK
We’re looking to expand our network, and we need your help. If you know a senior financial service executive at your broker-dealer or custodian who could benefit from our Wealth Management Mastery Series, we’d love to connect with them. The best practices of top financial advisors, ultra-affluent investors, and entrepreneurs, could help your senior executives and fellow financial advisors succeed even more. To introduce us to your senior financial service executives, complete this form.
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