2018 Agenda

10:00am – 10:30am

Registration and networking breakfast

10:30am – 12:00pm

Welcome and presentation of key findings from 2018 InvestmentNews Pricing & Profitability, and Compensation & Staffing studies

This session will specifically focus on the latest trends and developments in industry compensation – and ultimately how top firms are implementing strategies that are aligned with overall goals for growth. In addition, this session will reveal the findings from the new InvestmentNews Adviser Compensation Study that are key to successfully structuring staff and facilitating long-term growth.


Mark Bruno, Associate Publisher, InvestmentNews

Brandon Odell, CFA, Partner and Director of Business Consulting at The Ensemble Practice

Matthew Sirinides, Senior Research Analyst, InvestmentNews

12:00pm – 1:15pm

Best Practices Awards presentation and luncheon

12 of the industry’s top firms are recognized as the 2018 Best Practices Award winners based on their overall financial results and approach to managing their firm’s growth.

1:30pm – 2:30pm

Drivers of growth: Strategies for optimizing your firm’s financial performance

What are the strategic levers that owners and advisory firm leaders can use to drive growth? This session will examine financial management and P&L optimization strategies that can improve your firm’s profitability and productivity. The session will also focus on when – and how – firms can re-invest in their businesses to ignite long-term growth and increase enterprise values.


Mark Tibergien, CEO & Managing Director, Pershing Advisor Solutions

2:30pm – 3:45pm

Best Practices “in focus” sessions

TED style talks from leading experts that can help improve your firm’s culture, sales, marketing and business results. Sessions include:

• Mergers as a solution for succession planning, talent, resources and long-term growth

• The co-creation of value: How advisers can tailor unique services and journeys to clients

• Brand new visibility: Harnessing the power of your brand for marketing success,learn how to build a better business with a meaningful brand and strategic marketing plan.


Carolyn Armitage, Managing Director, ECHELON Partners

Megan Carpenter, Co-Founder and CEO, FiComm Partners, LLC

Julie Littlechild, Founder, Absolute Engagement

3:45pm – 4:00pm

Networking break

4:15pm – 5:00pm

Top adviser panel: The best practices of the Best Practices 

In this elite adviser panel, three of the industry’s top firms of 2018 will discuss the secrets behind their success, as well as their strategies for continuing to out-perform their peers in 2018 – and beyond.

5:00pm – 6:30pm

2018 Best Practices Awards cocktail reception

*Agenda subject to change.


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The Colonnade Hotel

120 Huntington Avenue

Boston, MA 02116


A dedicated room block has been reserved for guests at a special negotiated rate of $299 per night, plus applicable taxes. Rooms are available on a first-come, first-serve basis and the special rate is expected to sell out quickly. Please click here to make your hotel reservation.

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