Education is the cornerstone of IMPACT. We carefully design our sessions to cover topics vital to running a successful RIA practice in an ever-changing industry.
Capitalize on the momentum at IMPACT.
Join the industry’s largest gathering of experts and forward-thinking advisors as we explore creative approaches to capitalize on the optimism of the industry. Get inspired and propel your business forward with access to the richest insights. You won’t want to miss IMPACT 2017.
The place to be.
IMPACT 2017 will be the hub for industry insights and your space for learning collaboratively and connecting meaningfully.
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Firm operations
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From sales, marketing, cybersecurity, and technology to regulatory compliance and succession planning, hear expert instruction on ways to optimize the day-to-day details.
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Employee experience
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Learn valuable top practices for attracting, engaging, and retaining the top talent available by treating your team like your premier clients.
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Wealth management
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Gain practical tools for continuing to grow and thrive through the headwinds of global market forces, geopolitical events, a trend toward passive investing, and more.
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Client experience
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Stay ahead of client needs and expectations. Learn cutting-edge approaches for effectively serving investors as they transition from millennials and young married couples through parenthood and retirement.
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Industry
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Hear how to differentiate your business and maintain positive momentum. Gain practical insights for keeping pace with ever-changing regulations, technology, social and demographic change, client service advances, and more.
Keynotes
