WHAT'S NEW IN 2024?
Making the most of your time onsite is as easy as 1-2-3!
Advisor attendees may set up individual, one-on-one meetings with sponsors.
1. Visit the Custom Consults attendee page.
2. Filter the sponsor list to determine who can help you with your biggest challenges.
3. Set up 15-minute personal consultations in one click!
(PS: Sign up for consults and you may win some great prizes!)
Have an idea? Have an opinion? Let's discuss!
An entire track of sessions at this year's event will feature no technology whatsoever. That's right-no PowerPoints, no screens. Just people, talking and sharing ideas.
What a concept!
Get help solving your biggest work challenge!
All female attendees are welcome to sign up for complimentary 30-minute coaching sessions on Monday and Tuesday with acclaimed best selling author and executive coach, Berta Aldrich. Space is limited, pre-registration required.
Sales Leader Coaching
Advisor attendees are welcome to sign up for complimentary sales coaching sessions on Monday and Tuesday with coaching expert Frank Dumar of Cleaver Company. Space is limited, pre-registration required.
Need help with your video presence?
Still struggling with glares, lighting issues and backgrounds? Saying "um" or "like" too much? Laura and Sharon to the rescue! Advisor attendees have the opportunity to sign up for 15-minute complimentary one-on-one performance coaching sessions. Space is limited, pre-registration required.
The DemoSphere
New event research shows that attendees want to do more in the Exhibit Hall and get hands-on with the latest technology available to help them solve their most pressing problems.
We hear you! This year, we will point you to exactly where to go and what tools you can demo to make the most of your time with industry partners in the Exhibit Hall.
Ever think about starting your own podcast?
Our friends from PodPony will help you do just that! All attendees are welcome to sign up for complimentary consulting sessions with the PodPony team. Get help with your questions about production, branding, video, and more! Space is limited, pre-registration required.
A complimentary workshop to kick off your Wealth@wor(k) experience!
Enjoy a private lunch on Sunday with your fellow workshop attendees, and then delve into innovative social media strategies, content creation, and the development of your personal brand voice with the one and only Sheri Fitts-marketing, sales and brand guru who is "on a mission to amplify the heart of financial services."
Space is limited, pre-registration required.
A complimentary workshop for advisors to help you actually USE AI. (No, really.)
We mean it! This is no philosophical discussion about the future of AI.
Break out your devices because this is a hands-on workshop. You're doing it! How cool is that?
Space is limited, pre-registration required.
A complimentary workshop to help you stop looking at the person you're talking to on that Zoom call. And that plant behind you looks like it is growing out of your head.
Laura and Sharon are the absolute masters of making you look and sound great on camera!
Space is limited, pre-registration required.
Catering to our smallest (and cutest!) attendees!
This year's event is held at the Hyatt Hill Country Resort and Spa...a beautiful and family friendly resort (can you say amazing water park with a lazy river?) Bring the family along! We've partnered up with Mamava to ensure our nursing mom attendees have a private, comfortable, and convenient place to nurse their little ones.