Make 2024 the year you take your practice to new levels by attending the 2024 ESI Business Development Conference!
Mainstage sessions include world class speakers, partner table talks, and interactive peer sessions.
Breakout sessions include business growth topics such as successful Registered Rep and Advisors Panel; Differentiating your Practice by Communicating Your Value; and more curated marketing, sales, technology, operations, and practice management sessions.
Day One
Monday March 18th, 2024
Big Ideas from the Main Stage:
- Turning Market Insights into Client Engagement & Action – Fidelity
- Stress Test Your Practice – Brighthouse
- Building an Advice Based Practice – Envestnet
- Engaging NextGen Investors – Allianz
- Rep Roundtable – ESI
Dial In Your Development with Breakout Sessions:
| Track 1 | Track 2 | Track 3 |
| The Power of Annuities – Allianz | Bonds 101 – Maple Capital | EFA Updates & Enhancements – ESI |
| Shifting the Efficient Frontier – Equitable | Differentiate Your Practice by Communicating Your Value – Touchstone | ESI Prospecting and Marketing Resources – ESI |
| Approaching Peace of Mind with Your Clients – Fidelity | Financial Professionals’ Guide to Estate Planning – Transamerica | Presenting The Investment Strategy Proposal – ESI |
Day Two
Tuesday March 19th, 2024
Big Ideas from the Main Stage:
- Keynote! Technology as a Team Building Tool – Diana Cabrices, founder of Diana Cabrices Consulting, a brand evangelism firm dedicated to energizing demand channels for wealthtech & financial services brands.
- A Growth Story: One Advisor’s Path to Success – Peter MacKenzie, Investment Advisor Rep, shares how one of your peers effectively scaled their business.
- Successful Rep Panel Discussion
Dial In Your Development with Breakout Sessions:
| Track 1 | Track 2 | Track 3 |
| The Thin Line Between Wealth and Legacy – Brighthouse | Coming Soon! | Teaming with Technology – ESI |
| Recognizing Personality DNA: Recognizing Clients’ and Prospects’ Core Personality Types – Jackson | Developing and Empowering Your Team – AssetMark | Solving Client Needs with ESI’s Product Platform – ESI |
| Truelytics – Envestnet | Value Add Features Included in Your Affiliation Fee – ESI | New Business Journey – ESI |
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