Elevate client relationships and your business.
January 13-15, 2019 l JW Marriott Hotel l Nashville, Tennessee
Gain ideas, techniques and strategies
to build your fee-based business.
Ladenburg’s ELEVATE Advisory Symposium will be
held Jan. 13-15, 2019, at the JW Marriott Hotel
in Nashville. This education and networking event is
offered exclusively to Ladenburg’s independent
advisory and brokerage network.
The symposium – aimed at elevating investment
advisory services to clients – will explore the changing
marketplace and offer efficient solutions for greater
money management amid increasingly complex choices.
Gain ideas, techniques and strategy via interaction and
collaboration with fellow Ladenburg-affiliate advisors.
Visit the Elevate website to learn more.
Preconference Workshops
SATURDAY, JAN. 12
1 p.m. – 5 p.m.
Next Level Coaching Workshop
Continues on Jan. 13
SUNDAY, JAN. 13
8 a.m. – 5 p.m.
Next Level Coaching Workshop
1 p.m. – 5 p.m.
Grow Your Business Through
Income Distribution Planning
3 p.m. – 5 p.m.
Automating Advisor Processes
Keynote Presenters
SUNDAY, JAN. 13, at 6 p.m.
Anthony “AB” Bourke
CEO & Founder, Mach 2 Consulting
Major “AB” Bourke is a former U.S. Air
Force F-16 pilot who has flown tactical
missions all over the world. AB took
the tools and techniques that made
him one of the nation’s premier
fighter pilots and applied them to the
competitive world of business.
MONDAY, JAN. 14, at 4 p.m.
Philip Blancato
CEO, Ladenburg Asset Management
Philip Blancato is a veteran of the
financial services industry with a
specialized knowledge of portfolio
and risk management, asset allocation
and macro-economic theory as well
as constructing and implementing
seamlessly integrated platforms of
fee-based solutions.
TUESDAY, JAN. 15, at 10:30 a.m.
Michael E. Kitces
Partner & Wealth Mgmt. Director,
Pinnacle Advisory Group
Michael Kitces, MSFS, MTAX, CFP, ®
CLU, ChFC, RHU, REBC, CASL, is an
active writer, editor and award-winning
thought leader with a passion for
investigating and reporting on all
aspects of the advancement and
future of financial planning.
Copyright 10/18 Ladenburg Thalmann, Investacorp, KMS, Securities America, SSN and Triad Advisors are all members SIPC. Intended for Broker-Dealer use only.