Plan to attend the 2019 ACP Advanced Planner Retreat in downtown Denver! (Registration is now open!) The Advanced Planner Retreat is designed for multi-advisor firms and advanced solo advisor practices. Plan to join the discussion as your colleagues take a deep dive into the challenges and opportunities of operating scalable practices.
Overview
We all know how important it can be to have a scalable practice. Eventually our ceiling of resistance isn’t about acquiring business, but about practice efficiency, human resources, and providing a consistent client experience when it’s no longer just one founder providing financial advice. As ACP members, we are the experts in our own system and how to adapt it to the various growth and expansion models we have adopted. The 2019 Retreat is designed to reveal what our colleagues have learned to bring them success as their practices have grown.
Format
We’ve often heard that the most valuable takeaways from conferences come not from the prepared presentations, but from the conversations in the halls between sessions. What if your entire conference experience was made up of these peer-to-peer conversations? Our prepared topics will be led by ACP member facilitators who, along with two or three other members, will briefly introduce the topic with their own expertise and experiences, and then will guide a conversation among all the participants. These are not panel presentations—they are brief presentations of specific solutions to problems that experienced advisors face, followed by contributions from others attendees. Discussions topics will include practice efficiency, technology that works, career development for your team, providing a consistent client experience as firms grow, and more (see detailed agenda).
To attend the retreat, you must meet one of following criteria:
- Own a multi-advisor firm, defined as more than one advisor leading client meetings or currently on staff and in line to lead meetings within the next year.
- Be a successor advisor of a multi-advisor firm—at the discretion of the firm owner. (A successor advisor is defined as someone who is on track to assume a major role in ownership/management of the firm within a few years.)
- Own a solo practice with at least 40 full retainer clients.
- Own a practice with at least one FTE staff.