thank you, Partners!

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Record without fear!

One-on-one video coaching provided to financial advisor attendees.

Advisors: Conquer On-Cam Jitters in 15-Minute Video Sessions with Idea Decanter!

Do you want to sharpen your on-camera performance, but don’t have the luxury of doing extensive & expensive training? Problem solved! 

Idea Decanter is offering a limited number of FREE one-on-one performance coaching sessions for advisors. In your spot-coaching session, you’ll be trained by Idea Decanter’s video marketing experts and learn how to overcome your personal performance hang-ups. Check out a short video about these private sessions.

Link to register for a session is included in your conference registration confirmation email.

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Back by Popular Demand!

There are secrets to executive success that no one tells you, until now. Berta is an award-winning C-suite executive and author of a best-selling book who is on a mission to train and coach talented women aspiring to – or currently in – the executive ranks.

Today, the world at work is changing, demanding a more robust executive skill set in order to effectively compete with the ever-changing marketplace and workplace. With over half of executives retiring in the next five years, now is the time for women to upskill and accelerate their rise.

Ready to upskill and increase your impact? Berta will once again be offering our women attendees complimentary 30-minute coaching sessions at Wealth@wor(k)! Last year, her time slots sold out in less than 10 minutes with a 50-person waitlist!

Link to register for a session is included in your conference registration confirmation email.

Put yourself out there!

Want to start your own podcast? Wealth@wor(k) is pleased to partner with PodPony, to provide attendees complimentary consultations to help you do just that! 

Link to register for a session is included in your conference registration confirmation email.

Fed up with pumping in bathrooms and borrowed spaces—Mamava’s co-founders, Sascha Mayer and Christine Dodson, applied their decades of expertise in design and brand strategy to solve a problem that was largely invisible: the lack of lactation spaces in workplaces and public spaces. 

Wealth@wor(k) is pleased to partner up with Mamava to provide private a private nursing pod to our nursing mom attendees (and our littlest and cutest guests!)

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Learn more about WIPN benefits and membership at Wealth@wor(k)!

WIPN will have a table in the Exhibit Hall. Visit the WIPN table to chat with WIPN board members about how you can be involved and enter in a raffle to win a prize!

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Developing advisors and their teams to go to the next level of readiness for the future is our passion. 

Future-ready advisors are advancing themselves in an integrated way by growing their business through best practices and focusing on individual development. These advisors take their integrated development and work with their clients to help them to advance as well. 

In our time together we will talk about high-performance integrated development for you as an advisor as well as integrated development for your clients. 

The Cleaver Company is a coaching and consulting firm that has helped hundreds of advisors achieve high-performer status through a holistic development process integrating personal and professional best practices to achieve success. 

Cleaver's CEO, Frank DuMar, will be offering a limited number of complimentary one-on-one coaching sessions to help advisors begin to unlock and cultivate integrated best practices and build campaigns that fuel success. These coaching sessions are specifically for those who want to grow their team and practice through integrated personal and professional development. 

Are you ready to see what a different definition of success and growth could look like for you and your practice? Sign up today! 
 

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The mission of BLX is to increase the diversity of the financial planning industry to better reflect the population of our country. The core of the organization is matching fee-only financial planning firms with qualified diverse candidates for summer internships. Visit the BLX table in the exhibit hall for more information.
 
As a 501c(3) organization, BLX endeavors to create opportunities for Black and Latinx individuals to enter the profession, while also offering financial planning firms access to a broader range of skilled professionals from diverse backgrounds.

Advisor2x will once again host interns from BLX at the event. Interns will assist speakers in breakout rooms and help attendees at the main event registration desk. Interns will also attend sessions and evening networking events.