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April 23, 2015 at 02:02 AM
“Engage” is the catchword for next month’s upcoming 2015 Envestnet Advisor Summit to be held in Chicago May 6-9. “We want to help advisors engage in a fundamental way with their end clients and we want to engage with our clients,” says Ron Fiske, Envestnet’s managing director of events and education.
To that end, the summit will for the first time include a technology pavilion in addition to the usual investment pavilion to highlight how the company integrates the technology of its partners. “Part of engaging with your audience is showing how you can create larger, more comprehensive relations,” says Fiske. “There’s more to us than meets the eye and the pavilion lets our technology providers tell their story as well.”
Also new this year is a practice management track for the breakout sessions, including how advisors can use social media to help them market for growth and plan for succession. Other sessions will focus on investing in stocks and bonds and for retirement; technology and innovation; and regulations and compliance.
More than 1,500 advisors are expected to attend the company’s fourth annual summit this year — about 11% more than last year.
One of the summit’s featured speakers is Brian Greene, a leading theoretical physicist and proponent of superstring theory. He will discuss stories from the frontiers of science that can apply to financial advisors as well: How staying the course and shedding expectations, combined with maintaining individuality while working collaboratively and accepting failure while pushing for success can yield breathtaking results.
