Excell Spring 2017 | May 31 – June 2 | ARIA Resort...

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Excell Spring 2017 | May 31 – June 2 | ARIA Resort & Casino | Las Vegas, NV | PeakAdvisorAlliance.com/Excell | #excellspring17 All times are tentative and subject to change. WEDNESDAY, MAY 31 8:00a – 12:40p Advisor Video Shoots 9:00a – 6:30p Registration Desk 12:30p – 4:45p Elite Advisor Summit 1:00p – 4:00p InvestmentNews Workshop Top Advisor Best Practices 2:00p – 4:45p Advisor Networking Session 3:30p – 5:30p Web or Brand Design Consultations 5:15p – 6:00p First Time Attendee Reception 6:00p – 8:15p Opening Night Reception Sponsored by Swan Global Investments THURSDAY, JUNE 1 6:30a – 7:30a Punk Rock Yoga Sponsored by CNL Securities 7:00a – 6:30p Registration Desk 7:00a – 8:00a Breakfast 7:00a – 8:00a Women’s Networking Breakfast (Female Advisors Only) 8:30a – 9:30a General Session Keynote | Kirk Herbstreit 9:30a – 10:00a Break 10:00a – 10:50a Ed Session Wave #1 Ed Session #1: Swan Global Investments Where the DRS Fits Ed Session #2: eMoney Tech All Star Panel Ed Session #3: Carter Validus presented by SC Distributors Improving Decision Making Under Pressure Chuck Wachendorfer – Think2Perform Ed Session #4: Carson Institutional Alliance $41 Trillion in Motion Ed Session #5: Peak Advisor Alliance Harness the Rocket Sauce: Acquiring Ideal Clients Through Centers of Influence (Wave #1 Only) 10:50a – 11:05a Break 11:05a – 11:55a Ed Session Wave #2 See Wave #1 for Sessions THURSDAY, JUNE 1 (CONTINUED) 12:00p – 1:00p Lunch 1:00p – 3:00p High-Impact Presentations General Session Presentation #1: Kay Hunter Business Etiquette Presentation #2: Joel Bruckenstein Technology Tools: How Advisor Technology Is Evolving And What It Means To You Presentation #3: Robert Moore Law of Abundance – The Future Of The Profession Is Driven By It Presentation #4: Ron Carson and Paul West Sales: Tie Down, Scarcity and Take Away 3:00p – 3:30p Break 3:30p – 5:15p General Session Healthy Business; Healthy Life ® Best Practices of Top Performers 5:15p – 6:45p Thursday Evening Reception Sponsored by eMoney 7:00p – 9:00p Sponsor Dine-arounds FRIDAY, JUNE 2 6:30a – 7:30a Jump Start Your Day! Workout 7:00a – 12:30p Registration Desk 7:00a – 8:30a Breakfast 8:30a – 9:45a General Session Keynote | Walter Bond When Good Ain’t Good Enough 9:45a – 10:05a Break 10:05a – 12:00p General Session aRIA Panel A Conversation with a Self-Made Billionaire: Ron Carson Interviews Arthur Levine Keynote | Ron Carson Demystifying Disruption: The Four Buses Approaching Every Advisor 12:00p – 1:00p Grab & Go Lunch

Transcript of Excell Spring 2017 | May 31 – June 2 | ARIA Resort...

Page 1: Excell Spring 2017 | May 31 – June 2 | ARIA Resort ...peakwebsites.s3.amazonaws.com/_Peak/PDF/AdvisorAgenda.pdf · 12:30p – 4:45p Elite Advisor Summit 1:00p – 4:00p InvestmentNews

Excell Spring 2017 | May 31 – June 2 | ARIA Resort & Casino | Las Vegas, NV | PeakAdvisorAlliance.com/Excell | #excellspring17

All times are tentative and subject to change. WEDNESDAY, MAY 31 8:00a – 12:40p Advisor Video Shoots 9:00a – 6:30p Registration Desk 12:30p – 4:45p Elite Advisor Summit 1:00p – 4:00p InvestmentNews Workshop

Top Advisor Best Practices 2:00p – 4:45p Advisor Networking Session 3:30p – 5:30p Web or Brand Design Consultations 5:15p – 6:00p First Time Attendee Reception 6:00p – 8:15p Opening Night Reception

Sponsored by Swan Global Investments

THURSDAY, JUNE 1 6:30a – 7:30a Punk Rock Yoga Sponsored by CNL Securities 7:00a – 6:30p Registration Desk 7:00a – 8:00a Breakfast 7:00a – 8:00a Women’s Networking Breakfast

(Female Advisors Only) 8:30a – 9:30a General Session

Keynote | Kirk Herbstreit

9:30a – 10:00a Break 10:00a – 10:50a Ed Session Wave #1

Ed Session #1: Swan Global Investments Where the DRS Fits Ed Session #2: eMoney Tech All Star Panel Ed Session #3: Carter Validus presented by SC Distributors Improving Decision Making Under Pressure Chuck Wachendorfer – Think2Perform Ed Session #4: Carson Institutional Alliance $41 Trillion in Motion Ed Session #5: Peak Advisor Alliance Harness the Rocket Sauce: Acquiring Ideal Clients Through Centers of Influence (Wave #1 Only)

10:50a – 11:05a Break

11:05a – 11:55a Ed Session Wave #2 See Wave #1 for Sessions

THURSDAY, JUNE 1 (CONTINUED) 12:00p – 1:00p Lunch 1:00p – 3:00p High-Impact Presentations

General Session

Presentation #1: Kay Hunter Business Etiquette

Presentation #2: Joel Bruckenstein Technology Tools: How Advisor Technology Is Evolving And What It Means To You

Presentation #3: Robert Moore Law of Abundance – The Future Of The Profession Is Driven By It

Presentation #4: Ron Carson and Paul West Sales: Tie Down, Scarcity and Take Away

3:00p – 3:30p Break 3:30p – 5:15p General Session

Healthy Business; Healthy Life® Best Practices of Top Performers

5:15p – 6:45p Thursday Evening Reception Sponsored by eMoney

7:00p – 9:00p Sponsor Dine-arounds FRIDAY, JUNE 2 6:30a – 7:30a Jump Start Your Day! Workout 7:00a – 12:30p Registration Desk 7:00a – 8:30a Breakfast 8:30a – 9:45a General Session

Keynote | Walter Bond When Good Ain’t Good Enough

9:45a – 10:05a Break 10:05a – 12:00p General Session

aRIA Panel A Conversation with a Self-Made Billionaire: Ron Carson Interviews Arthur Levine Keynote | Ron Carson Demystifying Disruption: The Four Buses Approaching Every Advisor

12:00p – 1:00p Grab & Go Lunch