🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

#BrianMcLaughlin is an industry legend: the former Founder & CEO of Redtail Technology and current Orion Advisor Solutions Board Member envisions #WhatsNext in a revealing and candid conversation with Matt Ackerman of #IntegratedFinancialPartners. #MSUM24 #CriticalAndCandidConversations

What a way to start Day 2 at #MSUM24: Is #InorganicGrowth a key strategy for your firm? You can't get better insight on how to #GetItRight than from Paul Lally, Brandon Kawal, David Selig and Steven Levitt (pictured here with Brian Hamburger). #CriticalAndCandidConversations

Our clients are living longer: Does our financial planning for them reflect this holistically? Hamburger Law Firm's Bob Lipsey discusses this trend's myriad impacts with Russ Hill and Torie Happe. #MSUM24 #HalbertHargroveGlobalAdvisors Holistiplan #CriticalAndCandidConversations

Do have a #Frankenstack or even know what one is? #BespokeTechnologySolutions can be transformative for #RIAs who invest, as the legendary Joel Bruckenstein, Alison Susko, Nathan Lukow and Sara Baker explore. #MSUM24 Joel Bruckenstein Asset-Map AndesRisk #TriadWealthPartners

Could we have a conference and not dive deeply into #AI? Many sages believe it will transform the industry ... and John O'Connell, Devon Drew, Kartik Srinivasan and Oleg Tishkevich will share their perspectives. #MSUM24 The Oasis Group Assetlink #Advyzon @Inventus

"There should be #SafetyEducation about how to use #AI at your firm." - Kartik Srinivasan of #Advyzon #MSUM24 #CriticalAndCandidConversations

As Oleg Tishkevich of #Invent points out, one of the beneficial uses of AI is to aggregate data from disparate sources. And coders are now being encouraged (if not required) to use it. How are you using #AI? #MSUM24 #CriticalAndCandidConversations

60% of firms haven't begun to use #AI. Have you uploaded all of your data to the cloud and organized it to be easily accessible and fully usable to serve your clients? #BestPractices on leveraging AI from #DevonDrew of Assetlink #MSUM24 #CriticalAndCandidConversations

"I think we're going to be the last generation to use #CRM systems." - Devon Drew (Assetlink) #MSUM24 #CriticalAndCandidConversations

In case you missed it: cnsl.me/MSUM24-Opening… #MSUM24

Do you proactively manage the #Content you share with clients? Ed Morales, Brodrick Lothring, Michael Batnick and Johnny Sandquist explain why you should. #MSUM24 #ContentMarketing #CriticalAndCandidConversations #PinnacleGroupIFS PodPony Ritholtz Wealth Three Crowns Marketing

#NicheBasedAdvice is a pathway to sustainable growth. Tina Powell solicits #BestPractices from Jorge Romero, Andree Mohr and Jordan Hutchinson on how to #GetItRight. #MSUM24 intention.ly #DestinyFamilyOffice Integrated Financial Partners RFG Advisory

"A lot of advisors don' even recognize that they have a niche in their practice already." - Andree Mohr #MSUM24 Integrated Financial Partners #CriticalAndCandidConversations

How do you grow your firm to #Scale compliantly, given that both aspects of this challenge are evolving so quickly? Dan Bernstein, Kristen Benadom, Jonathan Macy and Chas Reiling provide insights to #GetItRight. #MSUM24 Hamburger Law Firm TradePMR

When assessing #RegulatoryChanges, "First, it's important to step back and assess the impact on your clients and then on your firm." - Jonathan Macy, Hamburger Law Firm. #MSUM24 #CriticalAndCandidConversations

What's the recipe for "a bad compliance culture"? Treating your advisory business as "Us" and your #Compliance effort as "Them." - Dan Bernstein, Hamburger Law Firm #MSUM24 #AllOnTheSameTeam #CriticalAndCandidConversations

Chas Reiling advises that "#Compliance should be integrated into every aspect of your business," which, Kristen Benadom notes, means every area of your firm should be involved in developing systems and process adaptations to #RegulatoryChanges. #MSUM24 TradePMR Hamburger Law Firm

Is your #ChiefComplianceOfficer a member of your firm's #ExecutiveCommittee? They should be, says Chas Reiling.... #MSUM24 TradePMR

How well do you take advantage of your #AssetCustodian? They're deeply-resourced, so do you leverage their reach and depth fully? Shannon Rosic elicits #BestPractices from Chris Reedy, Ben Harrison and Bill Dalton. #MSUM24 WealthManagement.com Schwab4RIAs BNY Pershing Goldman Sachs

We wish to extend a special holiday gift to our friends on X: the opening video from #MSUM24. In the spirit of the season, we hope this lighthearted video provides a moment of joy, at the expense of Brian Hamburger and Anthony Stich 🏄‍♂️ #MrPurple. cnsl.me/MSUM24-Opening…