Having a basic understanding of industry practices is a must, and typically is learned throughout the college experience. There is where you gain the basics and the tools necessary to enter the workforce with value. However, that’s where many individuals stop and only learn to perform their current functions.
As tech savvy financial advisors, you must continue your education to remain current and competitive. You can accomplish this through going to conferences, which showcase the current happenings in the financial and investing world.
T3 Advisor Conference
The first conference you should consider attending is the T3 Advisors conference in San Diego, CA. This conference usually happens in the first quarter of the year. In action for over 16 years, this conference has become the leading practice management and technology conference for independent and hybrid financial advisors.
This conference takes place again on February 17th-20th 2020 at the Marriott Marquis San Diego Marina. During the 2019 conference, themes included increasing integration between systems via application programming interfaces, product focus on client experience and emotional intelligence, as well as AI.
Charles Schwab Impact Conference
The next conference on our list come from Charles Schwab “IMPACT”. Held in sunny San Diego, CA on November 4th-7th 2019, this conference is geared towards independent registered investment advisors and independent record keeper clients.
During this event, you will meet with peers and industry leaders to learn the newest concepts and better understand the current landscape. 1,600 to 1,900 RIA’s, 75 to 100 independent plan providers and 400 Schwab employees are to be in attendance.
In | Vest Conference
If you’re a financial advisor that works with high net worth individuals, then the In | Vest conference is for you. Held in New York City, NY at the Marriott Marquis, people from around the country gather to learn about digital wealth management.
As financial technology continues to be a necessity in the industry, you are surrounded by individuals who know this space like the back of their hand. Over 1,500 executives are in attendance, giving a wide range of industry knowledge. New this year will be a comedian to start the day off right. You can find out more here and book your spot for the July 16th-17th, 2019 conference.
TD Ameritrade National LINC Conference
The TD Ameritrade conference took place at the Grand Hyatt in San Diego, CA in February. This conference highlights many of the new tech launches in the industry. Also, the conference had the first-ever fintech competition, focusing on disruptive technology in the RIA space.
Other happenings included conversation with a robot, interactions with a holographic Tim Hockey and what TD Ameritrade was innovating. You can visit the TD Conferences website for future dates and locations.
SS&C Deliver Conference
The final conference on our list is the SS&C Conference held in Kissimmee, FL in the month of September. During this conference you will experience hands-on learning and be around over 1,000 industry executives.
Topics covered include artificial intelligence in asset and wealth management, along with insights into cryptocurrencies and blockchain. As the industry continues to evolve, it’s important for you to remain as tech savvy as possible.
This conference takes place September 17th-19th, 2019 at the Orlando Gaylord Palms, located at 6000 W Osceola Pkwy, Kissimmee, FL 34746.
There are hundreds of conferences throughout the year, but these are just a few of the larger ones. It’s important to be around others in the industry and learn what others are practicing. Furthermore, learning from industry leaders will bring you useful insight as well. Try to make it a part of your annual budget include one or two conferences, simply to stay on top of current happenings.
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