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Press release content from Business Wire. The AP news staff was not involved in its creation.
PRESS RELEASE: Paid content from Business Wire
Press release content from Business Wire. The AP news staff was not involved in its creation.

WealthSource Launches Inaugural ELEVATE Independent Financial Advisor Summit in Las Vegas this October

July 8, 2021 GMT

SAN LUIS OBISPO, Calif.--(BUSINESS WIRE)--Jul 8, 2021--

WealthSource Partners today announced that registration is now open for the 2021 ELEVATE Independent Advisor Summit, the annual conference for growth-minded advisors. On October 13th–14th, 2021, attendees will descend upon The Westin Lake Resort & Spa, a four-star luxurious resort near Las Vegas in Henderson, NV, to take in laser-focused content sessions on marketing and practice management, including keynotes and collaborative discussions that will provide actionable take-aways to help RIAs overcome modern-day challenges to their practices.

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The two-day ELEVATE Summit is an exclusive event with a list that is capped at 80 attendees. For attendees, this is an opportunity to network and learn from like-minded independent advisors focused on the growth and development of their firm. Keynotes and workshop-style breakout sessions will center around running a future-ready, independent financial advisory firm. Industry experts will offer curated advice to help advisors move past the obstacles that are holding them back. Featured presenters include:

Dan Allison , Chief Growth Officer at Model FA. Widely regarded as the industry’s premier business development expert, Dan helps advisors increase the number of incoming perfect-fit client introductions. Dan will share his expertise on the Feedback Marketing method, a dynamic client engagement process grounded in behavioral science and human psychology.

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Patrick Brewer , CMO and President at WealthSource. Patrick Brewer believes that authenticity is the most powerful driver of business relationships. Patrick’s broad experience in the financial services industry includes entrepreneurship, advising, coaching, and marketing. A straight shooter, Patrick tells it like it is. He has a wealth of knowledge to share with advisors who want to advance their practice — and the credentials and experience to back up his findings.

David DeCelle , President of Model FA. David’s goal is to empower advisors in creating a memorable, authentic client experience. David’s proven strategies give advisors the tools they need to build a client base of raving fans who serve as advocates and referral sources for the advisor.

“After more than a year of nothing but virtual events, we’re thrilled to bring our partners, growth-minded advisors, and industry experts together in person to share experiences and have a conversation centered around leveling up,” said Patrick Brewer, President and CMO at WealthSource. “The age of the modern financial advisor is upon us. This year’s ELEVATE Summit is about creating a learning environment that empowers advisors to grow on their terms.”

Patrick and his fellow keynote speakers will cover a variety of topics, including the psychology behind referral marketing, a step-by-step method for accelerating trust with your audience, and how to build an effective marketing strategy from ground zero. These sessions are designed to better equip advisors with the necessary skills to master key challenges, such as differentiating their firm from competitors, converting prospects to clients, growing employee potential, and improving profitability.

Registration is now open with a limited-time early bird offering of $147 for independent RIAs to attend. Early bird registration closes on 8/15, when the rate will increase to $300. Sign up now to secure your spot as one of the 80 industry professionals with the opportunity to join WealthSource at this year’s ELEVATE Independent Advisor Summit.

About WealthSource Partners

WealthSource Partners is a full-service, national independent registered investment advisory firm. The firm’s partnered independence platform serves entrepreneurial advisors who are eager to grow, and to do so on their own terms. Supported by an experienced practice management, marketing and operations team, WealthSource Partners empowers advisors to focus on their niche and the unique elements of their practice. Through the Advisor Platform Management Office (AdvisorPMO), WealthSource’s robust practice management and marketing platform, advisors can simplify their day-to-day and offload non-client-facing activities to spend more time serving clients and engaging prospects. For more information on what WealthSource is building, please visit wealthsource.com or contact us at jdubravac@wealthsource.com.

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KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA NEVADA

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SOURCE: WealthSource Partners

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PUB: 07/08/2021 12:08 PM/DISC: 07/08/2021 12:08 PM

http://www.businesswire.com/news/home/20210708005693/en