Evolve Conference

THINK2PERFORM’S EVOLVE CONFERENCE

October 3-4, 2023

Day
Hour
Minute
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About the Event

Expand your perspective. Elevate your knowledge. Engage with peers.

Grow your financial planning business with insights on leadership, time management, and emotional intelligence from prominent keynote speakers Morgan Housel, Liz Fosslien, and Johann Hari. Gain strategies to increase client recruitment, strengthen client retention, and improve decision making under pressure during skills-building breakout presentations. Network with peers focused on behavioral financial advice. Leave with ideas you can put into practice immediately.

Where

The conference will be held in person at the Marriott City Center in Minneapolis.

When

Tuesday, October 3, 2023; 1 to 5 p.m. Central

Wednesday, October 4, 2023; 8 a.m. to noon Central

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What You Can Expect

BY ATTENDING, YOU WILL:

  • Meet and hear from visionaries and thought leaders.
  • Gain deep insights into consumer behaviors and desires.
  • Share insights and best practices with peers.
  • Walk away with an action plan for the future.

Day 1 October 3, 2023

Stolen focus – Why You Can’t Pay Attention – and How to Think Deeply Again
Keynote
How to be An Emotionally Fluent Leader
Keynote
How to Make Succession More About Growing, Than Going
Growth Breakout
How to Run a Values-Based Planning Practice in Real Life
BFA Breakout
How to successfully integrate a new hire into your firm and strategies to retain them
Growth Breakout
Building a BFA Referral Practice
BFA Breakout

Day 2 October 4, 2023

Integrating the 4 Rs into Financial Planning
BFA Breakout
Managing Systems, Not People
Growth Breakout
Navigating Financial Issues within Relationships
BFA Breakout
Balancing Leadership and Advisor Mindsets
Growth Breakout

Register Now

Begin the journey to your ideal self, today.

Want to learn more about our professional coaching, leadership consulting and performance-enhancing tools? Contact Us