Are you ready to unlock the secrets of successful networking and professional growth in the financial advisory world?

In this episode of the Advisors Edge podcast, co-hosts Rob Jacomen and Chad Ramberg take you on an exclusive journey through the fall conference season, sharing invaluable insights and experiences from the NAPFA and Schwab Impact conferences.

Why should you tune in? Because the knowledge and connections you gain at these events can transform your practice and elevate your career.  Discover how to leverage these opportunities to build meaningful relationships, gain industry insights, and drive your business forward.

Key Takeaways:

• The undeniable value of face-to-face interactions in building trust and rapport with clients and peers.
• A detailed comparison of the NAPFA and Schwab IMPACT conferences, highlighting their unique cultures and offerings.
• Insights on how advisors are innovating their marketing strategies and growing their firms in a competitive landscape.
• The impact of technology and AI on the financial services industry and how to stay ahead of the curve.
• Real-life stories of serendipitous connections that led to unexpected opportunities.

Timestamps:

• 00:00 - Introduction
• 00:19 - Chad's experience at the conferences
• 00:51 - The value of attending conferences
• 05:28 - Insights from Alex on conference takeaways
• 08:03 - Overview of NAPFA
• 18:53 - Transition to Schwab IMPACT
• 20:12 - Key discussions at Schwab IMPACT
• 30:31 - Final thoughts on conference ROI

Don’t miss out on this opportunity to elevate your advisory practice!  Subscribe now and join our community of forward-thinking advisors who are committed to continuous growth and excellence.

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Follow Us:
Advisors Edge Podcast: https://www.linkedin.com/company/the-advisors-edge-podcast/

Rob Jacomen:  https://www.linkedin.com/in/rob-jacomen/
Founder, Alchemy Content Lab & Nichebuilders

Chad Ramberg:  https://www.linkedin.com/in/chad-ramberg-71278533/
President, Box Professional Insurance

Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a backup plan they can depend on.

Box Professional specializes in helping RIAs protect their businesses with tailored coverage, so you can focus on growing your firm while we handle the risks.

Learn more at www.boxproinsurance.com.  Box Professional Insurance:  Be protected.  Feel empowered.

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Listen to the full episode on your favorite podcast platform and take the first step towards transforming your advisory practice today!