#eMoneySummit15 Recap: Day Two

Below is a recap of Day Two. Check out Day One and Day Three for more coverage.

 
Day One of the #eMoneySummit15 has come and gone, leaving behind a slew of selfies in its wake thanks to one of the day’s most popular giveaways: the selfie stick. And while our team hustled to set up, our advisors came into Day Two excited for the first full day of events.

Once the Mediterranean Ballroom had filled, the day began with eMoney’s Drew DiMarino. He delivered a powerful message on the state of eMoney and our goals for future, highlighting our relentless innovation and constant drive, and most importantly, our continuing focus on the advisor as we work to become the ultimate advisor dashboard. He also had the pleasure of introducing one the Summit’s most talked about keynote speakers, Bill Bachrach.

Bill was a wellspring of inspiration. Equal parts mesmerizing and motivating, his talk on “Singularity” left the audience excited to take on their day. Brilliantly managing to work into his talk such things as Led Zeppelin and an 80-year-old triathlon participant, he pointed out the keys to staying relevant and successful in a world of ultra-high tech competition. And he left our advisors with quite a few quotes to bring home.

So, properly motivated, our advisors set out to fully embrace the rest of Day Two. As with Day One, they were able to join their cohorts in advisor study groups, receive 1:1 interactive training with eMoney experts, film personal videos with our Creative Director, and participate in Value Proposition sessions with Ed Saxon, the Academy Award^®-winning producer of such classics as Silence of the Lambs.

Our Creative Director, Jeffrey Berry preps an advisor for his professional video shoot.

Next, was the Consultants and Coaches Panel where Joel Bruckenstein moderated a panel of advisor coaches including Bill Bachrach, Ron Carson and Tim Welsh. The all-star coaches kept the audience on the edge of their seats, suggesting advisors embrace change and emphasizing how critical it is to leverage technology not only to strengthen existing client relationships, but also to develop new ones.

“If it’s not broken, break it,” Carson said. “It’s the things we don’t anticipate that can hurt us.” While Bachrach encouraged advisors to “rescue”, not steal, clients from bad advisors and Welsh reminded the room that it’s the advisor’s responsibility to remain in front of clients looking for good advice.

After a quick break to refresh, mingle with partners and have their copy of Bill’s latest book signed, attendees were back in their seats for the Women Advisor Panel.

Led by an entertaining group of successful women advisors, Patti Brennan, Donna S. Murray, Eryka Morehead, and Debra Schatzki, and moderated by eMoney’s own Jessica Liberi, the group shed light on what it’s like to be a successful female advisor in a male-dominated industry. As they shared some insightful best practices for both men and women, they highlighted a few of the benefits, as well as the drawbacks, of being a woman in the industry. Their session sparked plenty of conversation at #eMoneySummit2015.

Following the Women’s Panel and a break for lunch and networking, the eMoney Expert Training Breakout sessions got underway. With 11 different breakout topics, including interactive planning, client site best practices, marketing and branding, and more, advisors were able to sit down and learn how to maximize every aspect of their technology to become emXperts. And in true eMoney fashion, they were able voice any suggestions for future updates and ask questions to any one of the many eMoney experts on hand.

Fresh off their deep dive into emX with eMoney’s trainers, advisors headed into the day’s final keynote, featuring Ron Carson. Carson, a Barron’s Hall of Fame inductee and CEO/Founder of Peak Advisor Alliance and Carson Wealth Management Group, where he shared his top five areas of opportunity for advisors in 2016. From marketing your business in the digital age to building a new-age business with a solid succession plan, he provided in-depth analysis on how the profession is evolving and what advisors can do to take advantage of the new environment.

Finally, to conclude a long and highly productive Day Two, many attendees split off into groups to enjoy dinner with conference partners and a few eMoney executives. Needless to say, they had some fun together.