Agenda: Fall 2018 — Chicago!

While dates for the event have yet to be finalized, we are excited to share our tentative agenda:

 

Arrival  and Welcome                 

6:30pm – 8:00pm                                             Registration

 

Conference Day 1

7:30am – 8:30am                                              Breakfast & Networking

8:30am – 8:50am                                              Welcome

Who is Altius Learning

 Program Overview

`                                                                                    Overview of the schedule

 Audience Makeup

8:50am – 9:10am                                              Why Women – Why Now

Strength of Women                                                                                            Transformational Experience

9:10am – 10:10am                                           Mindset

10:10am -10:30am                                           Break

10:30am – 12:30pm                                        Acquisition

Niche Marketing

Referrals

Assets Held Away (coaching call topic)

Right Place Right People (ranked high)

12:30pm – 1:30pm                                            Networking Lunch

1:30pm – 2:30pm                                             Value Proposition

2:30pm – 3:30pm                                             Breakout Session #1 (A and B)                                    TBD

3:30pm – 3:45pm                                             Break

3:45pm – 4:45pm                                             Priorities for Female Financial Advisors

Work/Live Balance

4:45pm- 5:00pm                                               Closing Comments

6:00pm – 6:30pm                                             Reception

6:30pm – 8:00pm                                             Networking Dinner

 

Conference Day 2

7:30am – 8:30am                                              Continental Breakfast and Networking

8:30am – 9:30am                                              Practice Management

Segmentation

Service Model

Time Management

9:30am – 10:15am                                           Team Best Practices

10:15am – 10:30am                                         Break

10:30am – 11:30am                                         Breakout Session #2 (C and D)                                    TBD

11:30am – 12:30pm                                        Leadership and Empowerment

12:30pm                                                             Closing Comments and Wrap up

Departure

Boxed lunches available

 

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