THE #1 CONFERENCE FOR
EVOLVING YOUR PRACTICE
Charleston, SC - The Segra Club
conference materials
Day 1
The More-Better Model Day
Leveraging Technology to Save Time and Effort
Speaker: Frantz Widmaier
Advisor Autopilot
Creating a Self-Sustaining Practice So You Can Focus on You
Speaker: Ed Blumenthal
Be Found, Look Good
Digital Marketing for the Digital Age
Speakers: Bob Bennie & Jessie Thompson
The Final Frontier
Mastering Your Work/Life Balance As You Near Retirement
Speaker: Stephen Hamer
Day 2
Survival of the Fittest:
The Secret to Making Your Processes More Efficient & Effective
Speaker: John Halterman
How to Grow without Prospecting:
Connecting Your Way to Sales Success
Speaker: Erik Strid
Live Strategy School Session:
Overcoming Plateaus with your AUM
Speakers: Tony Parmenter & Matt Hicken
