Registration

Luster Gallerie

7:00 AM - 6:30 PM

Marketplace Open

Sparkle

7:00 AM - 6:30 PM

Braindate

Fleur de Lis

8:00 AM - 11:00 AM

Exhibit Hall Open: Legendary Exchange Breakfast

Sparkle

8:00 AM - 11:00 AM

We dial up our breakfast offering in the Exhibit Hall with eggs, bacon and fresh Florida orange juice, plus the best café con leche in South Florida from our special Wednesday morning baristas.

Morning Remarks

Fontaine

9:00 AM - 9:05 AM

Five Industry Trends Reshaping Financial Advice

Fontaine

9:05 AM - 9:45 AM

The rise of the robo advisor has called into question the relevance of financial advisorsand the viability of current advisory business models. In our kickoff session, we look at how tech is driving major changes for financial advisors, triggering a great convergence across historically separate industry channels. These trends will only accelerate, as consumers of financial planning—and financial planners—shift from baby boomers to Gen X and millennial generations, who will demand advisors leverage technology and add
value.

Your Voice & Brand

Fontaine

9:45 AM - 10:15 AM

Now that you know how to get your content through compliance, what are you going to say? We explore the process of what makes you unique and how telling your story is the cornerstone of your content creation.

Making A Better Miami-Dade: A Conversation With The Mayor
.

Fontaine

10:15 AM - 10:45 AM

Miami-Dade County is a forward-looking, inclusive community led by Mayor Daniella Levine Cava, its first female mayor. We talk with her about how she is making the county safer, supporting entrepreneurs and ensuring the 3 million residents of Miami-Dade have access to the services they need

Why Behavioral Coaching Is Driving The Future Of Financial Advice

Fontaine

10:45 AM - 11:20 AM

The key to client success lies in behavioral coaching. The key to your business’ growth lies in client success. In this dynamic workshop, thought leaders discuss how they guide clients to success, build deeper relationships and win referrals and new business.

Closing Remarks

11:20 AM - 11:30 AMN