Agenda

ROUNDTABLE

AGENDA & RESOURCES

All times are Pacific Time.

For event Wi-Fi access, please use the password: SNA2024.

Day 01: Monday, October 28, 2024
2:00 p.m. - 4:00 p.m.
Bonus Session

Mastering High-Net-Worth Client Acquisition:
Insights and Strategies for Roundtable Members - John Bowen

Download Presentation
Download Johnson Case Study
Download Mindmap
Download Preliminary Findings
Download Workbook
Download Workbook Exercises
Download Design Services Flyer
Download The Winning Edge PDF
Learn more about PLAUD notePin

5:00 p.m. - 7:00 p.m.

Welcome Reception - Bayside Terrace

Day 02: Tuesday, October 29, 2024
7:00 a.m. - 8:00 a.m.

Breakfast

8:00 a.m. - 8:30 a.m.

Welcome and What to Expect - John Bowen

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9:30 a.m. - 10:00 a.m.

Networking Break

10:00 a.m. - 10:40 a.m.
Cracking the Code

5 Key Drivers of Advisors Earning $1 Million + - Paul Lofties & Cathy McBreen

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Download Workbook PDF Version

10:40 a.m. - 11:30 a.m.
Optimizing Your Virtual Family Office

Strategies and Tools for Success - Paul Lofties

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Download Workbook

11:30 a.m. - 12:40 p.m.

Lunch - Bayside Terrace

Join the Facebook Group Here

12:40 p.m. - 12:50 p.m.
Day 1 Review

Review

12:50 p.m. - 2:00 p.m.
What Big Brands Know - Gerry O’Brion

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Download Handout
Request a Book

2:00 p.m. - 2:45 p.m.
BREAKOUT SESSIONS:

What Big Brands Know - Gerry O’Brion - International Ballroom
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Elevating Client Engagement: The Dine and Dash Experience - Barry Garapedian - Marbella

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"9 WORDS" - They will make you an even better speaker - immediately - Joel Weldon - Las Palmas

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2:45 p.m. - 3:00 p.m.

Networking Break - Foyer

3:00 p.m. - 4:30 p.m.
10X Talks

10X Talk - Homer Smith
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10X Talk - Peter Leggit
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10X Talk - Austin Collins
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4:30 p.m. - 5:00 p.m.

Your Vital Few Actions and Close of Day One

Elaine Manley Book Link, go here

Keven Prather Book Link, go here

Dashboard Tips

Complete our initial dashboard evaluation, here

To log back into your dashboard, go here

Need to refresh your mindmap for your dashboard? Schedule your call here

Please note, to generate your assessment report, please complete the valuation questions within your dashboard by clicking the lock in the top right section. Once this section is completed, this action will initiate the final step to generate your report inside your dashboard. You can do this when you return back to your office.

5:00 p.m.

Reception - Gardens By the Bay

6:00 p.m.

Dinner with Sandra Joseph & Ron Bohmer - International Ballroom

Day 03: Wednesday, October 30, 2024
7:00 a.m. - 8:00 a.m.

Breakfast - Terrazza Ballroom

8:00 a.m. - 8:15 a.m.

Welcome Back: What to Expect and What We'll Accomplish

8:15 a.m. - 9:22 a.m.

A Wealth of Being – Meir Statman

Download Presentation
Download Exercise
Request a Book

9:22 a.m. - 10:00 a.m.

Networking Break

10:00 a.m. - 10:45 a.m.
CEG Insights Fireside Chat – John Bowen & George Walper

Becoming the Indispensable Partner of $25 Million Plus Clients

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Complete the Session Evaluation Here

10:45 a.m. - 11:00 a.m.

10X Talk Winner Announcement

Homer Smith
Soul Care Seattle

Austin Collins
Children’s Shelter of Cebu

Peter Leggett
Pancare Foundation

11:00 a.m. - 11:30 a.m.
BREAKOUT SESSIONS:

Unlocking Success: Strategies from Dream Team Research - Valerie Chaney - International Ballroom

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Creative vs Reactive Leadership: Empowering You to Lead with Vision - Allison Tirado - Marbella

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Download Identity Hook Worksheet

Mastering Strategic Partnerships: Building Collaborative Alliances - Lee Denmark - Las Palmas

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Download COI Flowchart
Download COI Tracking
Download COI Checklist

11:30 a.m. - 12:00 p.m.

Your Vital Few Actions

 

 

 

 

12:00 p.m. - 1:00 p.m.

Lunch

1:00 p.m. - 3:00 p.m.
Bonus Session

Advanced AI Strategies for High-Net-Worth Client Success - John Bowen

Download Presentation
Download Workbook
Sample AI Audio File Teams
Take the AI Assessment Here
Download John's Custom ChatGPT Instructions Here
Access Napkin AI Here

3:00 p.m.

Session Close. Gather at the bar.