Tony Mazzali CFP®, ChFC®, CEO, CG Advisor Network; and Oliver Gooden CFA, CIO, CG Advisor Network

An insider's view into the State of CGAN - a look back at our achievements over the past year, where we currently stand, and we're future-proofing our operations near-term and long-term.

Gary Carrai CFA, Executive Vice President, LPL Financial

Gary will discuss the macro trends in the shaping industry, LPL's competitive advantages, and how it's investing to capitalize on behalf of advisors. Learn how LPL's approach can help you manage your practice, your clients, and wealth. We invite you to participate in the conversation as he addresses innovation and enhancements to capabilities for you to have an advantage in the marketplace and accelerate your growth strategy.

Adrienne Fasse, Orion

Everyone agrees that Client Experience is important, but how well is your firm really doing at delivering a best-in-class experience? IN this session, we'll talk about the foundational principles of Client Experience and the vital role it should play in shaping your competitive strategy. We'll also show how you can harness the power of your Orion client portal to deliver personalization scale.

Parker Trelstad, Consultant, FP Transitions

Managing the equity in your financial services practice is an ongoing process. Your business, your staff, and your personal goals change over time. FP Transitions is here to help manage, protect, and improve your practice according to your unique goals.

Fritz Meyer, Independent Economist

An overview of the economy, markets, and investment strategy.

Golan Lewkowicz, Crystal Capital Partners

An overview of Crystal's Private Investment Platform

Preston Naramore, Advisor Trainer, Riskalyze

This session covers completing the risk questionnaire; incorporating Riskalyze into your tech stack with integrations; report options; using annuities in Riskalyze; and a spotlight on how our most successful advisors are unlocking additional features to help turn their practice into a growth and retention engine.

Kimberly Coggin, FVP NQDC, Pacific Life

Melissa Angert, Intention.ly

In an increasingly digital world, how do you cut through the noise to actually catch the attention of new prospects? Learn basic digital marketing best practices and focused, simple techniques you can use to grow your network and your business.

Duncan MacPherson, Pareto Systems

Reimagine, reframe, and reignite your business by achieving a higher degree of professional contrast, adding efficiency and consistency to your client experience, and growing further up market.

Chip Kispert, Founder & Managing Partner, Beacon Strategies

A journey to the future in current times. The wealth industry is changing fast - how are you keeping up with the trends? How are you doing compared to your peer group? And how are you evaluating your firms' service to your customers. 

Wayne Badorf CFP, CFS, Invesco Global Consulting

Invesco's Practice Innovation program keys in on areas that have led to success for the industry's most innovative financial practices. In this session we will discuss ways to maximize your progress, and the talents of your team to successfully navigate and manage an increasingly complex client base.

Oliver Gooden CFA, CG Advisor Network, and CGAN's IPC

Review of the Investment Committee's current view of the investment markets, how our strategies are positioning, and the evolution of our platform.

Jeff Casey CFP®, ChFC®, AIF®, President, CG Advisor Network