Partners Summit Agenda
Times listed are in Pacific Daylight Time
More updates coming soon!
Monday, April 29
11:00 AM - 3:00 PM
Registration
3:00 PM - 3:10 PM
Dynasty Welcome
Gordy Abel
Chief Marketing Officer
Dynasty Financial Partners
3:10 PM - 4:00 PM
State of the Wealth Management Industry
Gordon Ross
Chief Client Officer
Dynasty Financial Partners
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CE Credit
4:00 PM - 4:50 PM
Fireside Chat & Keynote Welcome
4:50 PM
Break
5:15 PM - 6:00 PM
DWN Welcome
An Exclusive Tasting with Continuum Estate
6:00 PM - 9:00 PM
The Dynasty Flavors of the Valley Welcome Experience & Dinner
Tuesday, April 30
6:00 AM - 6:45 AM
HIIT Class (optional)
7:15 AM - 8:00 AM
Breakfast
8:00 AM - 9:30 AM
Community Conversations
A Dynasty Networking Experience
9:30 AM - 10:45 AM
Dynamic CEO Perspectives: Collaborative Problem Solving and
Opportunity Exploration
A unique and interactive session where attendees have the option to engage directly with one of three CEOs at a distinct stage of their executive journey. This session offers a rare opportunity to discuss real-world business challenges and opportunities in real-time.
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CEO Perspective Session Options
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Perspective 1: The CEO of a Newly Launched Firm
Gain insights into the pioneering strategies and challenges faced during the crucial early stages of a wealth management firm.
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Perspective 2: A Mid-Career CEO Breaking Through the $1B+ Barrier
Understand the complexities and growth tactics employed in breaking through the $1B+ asset barrier.
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Perspective 3: An Experienced CEO of a Multi-Billion Dollar Enterprise
Learn from the wisdom and experience of a tenured executive managing a large-scale, highly successful wealth management enterprise.
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Investments & Wealth Institute CE Credits Only
10:45 AM - 11:30 AM
Lessons Learned on the CEOs Journey with Andrew Marsh & Brian Hamburger
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Andrew Marsh
Vice Chairman
Dynasty Financial Partners
Brian Hamburger
President & CEO
MarketCounsel | HamburgerLaw
11:30 AM - 11:45 AM
Networking Break
11:45 AM - 12:45 PM
Breakout Options
Breakout 1: The Psychology of Letting Go: Understanding and Overcoming Hesitation in Succession Planning
Session Leader: Casey Jorgensen, SVP, Relationship Management, Dynasty Financial Partners
CE Credit
View Session
Breakout 2: Dynasty Lab: Experience the Future of WealthTech
Session Leader: Leslie Dentinger, Deputy Chief Technology Officer, Dynasty Financial Partners
CE Credit
View Session
Breakout 3: Talent: Mastering Talent Acquisition and Onboarding
Session Leader: Gordon Ross, Chief Client Officer, Dynasty Financial Partners
CE Credit
View Session
12:45 PM - 1:25 PM
Lunch
1:25 PM - 2:30 PM
Small Group Networking Activities
2:30 PM - 2:45 PM
Break
2:45 PM - 3:45 PM
Breakout Options
Breakout 1: Leveraging Your Brand for a Successful M&A Strategy
Session Leaders: Gordon Abel, Chief Marketing Officer, Dynasty Financial Partners
Harris Baltch, Head of Investment Banking, Dynasty Financial Partners
CE Credit
View Session
Breakout 2: Investments Debate: The Fed has a 3 Body Problem
Session Leader: Bob Shea, Chief Investment Officer, Dynasty Financial Partners
CE Credit
View Session
Breakout 3: Cultivating Excellence: Strategies for Developing and Retaining Top Talent
Session Leader: Mason Salit, Chief Talent Officer, Dynasty Financial Partners
Investments & Wealth Institute CE Credits Only
View Session
3:45 PM - 4:00 PM
Networking Break
4:00 PM - 4:50 PM
A Fireside Chat with Michael Mondavi, Robert Mondavi, Jr. and Dynasty's Executive in Residence, Tim Oden
4:50 PM - 5:00 PM
Partners Summit Closing
5:00 PM - 5:15 PM
Group Photo at the Great Lawn
5:15 PM - 6:00 PM
Break
6:00 PM
Depart for The Dynasty Heart of Napa Experience & Dinner
6:00 PM - 9:30 PM
The Dynasty Heart of Napa Experience & Dinner
9:30 PM - 12:00 AM
Dynasty Crush It! After Hours
Wednesday, May 1
7:00 AM - 8:00 AM
Pre-Travel Yoga (optional)
7:30 AM - 9:00 AM
Breakfast
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Breakout 1: The Psychology of Letting Go: Understanding and Overcoming Hesitation in Succession PlanningOverview: A thought-provoking and reflective session that provides insights into the psychological barriers that often deter advisors from letting go of client management responsibilities and planning for a transition. This session aims to shed light on the underlying reasons why many advisors hesitate to consider their succession, despite its critical importance. We will explore a range of emotional and cognitive factors, including attachment to clients, fear of the unknown, and the challenge of identity transition. This session is not only for advisors contemplating retirement but also for potential successors. It gives valuable insights into creating an empathetic and understanding approach towards the transition process. Participants will gain strategies to address these psychological barriers, both for themselves and in conversations with others. This session is designed to encourage more open and effective planning for succession, ensuring a smoother, more successful handover for both sellers and buyers. Session Leader: Casey Jorgensen, SVP, Relationship Management, Dynasty Financial Partners CE Credit
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Breakout 2: Dynasty Lab: Experience the Future of WealthTechOverview: Step into the Dynasty Lab to test the future of WealthTech. This interactive and engaging experience is designed for attendees to get hands-on with the latest innovations in Dynasty’s proprietary technology. Explore a suite of cutting-edge products tailored to enhance the efficiency and effectiveness of wealth management practices. CEO & RIA Analytics: Discover how this tool answers the pivotal question, "How is My Business Doing?", providing deep insights into business performance and client trends. Advisor Workstation & SSO Hub: Experience a streamlined 'single pane of glass' approach, integrating essential information and workflows, simplifying daily tasks for advisors and their teams. Dynasty Protect: Test this innovative prospect data collection application, designed to offer a secure and seamless client experience, ensuring privacy and ease of use in client interactions. Dynasty CRM 3.0: Explore the latest iteration of our CRM tool, crafted to scale, service, and grow your business, with enhanced features for managing client relationships and business operations more effectively. This session is a must-attend for anyone looking to stay ahead in the rapidly evolving world of wealth management technology. Experience firsthand how these tools can revolutionize your approach to wealth management. Session Leader: Leslie Dentinger, Deputy Chief Technology Officer, Dynasty Financial Partners CE Credit
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Breakout 3: Talent: Mastering Talent Acquisition and OnboardingOverview: This vital session will address the challenges and strategies central to attracting and onboarding top talent in the wealth management industry. Many firms within the Network face hurdles in crafting a compelling employee value proposition, sourcing skilled professionals, and balancing the industry's demands for commitment and hard work with attractive career opportunities. This presentation will focus on best practices for not only attracting but also effectively integrating new talent into an organization. Key topics include: Enhancing Your Employee Value Proposition: Attendees will learn how to clearly communicate the unique benefits and career opportunities their firm offers. Effective Talent Sourcing: Attendees will explore strategies for identifying and attracting the right candidates who can thrive in the wealth management sector. Onboarding for Success: Attendees will discover methods to ensure the smooth integration of new employees into their firm's culture and operational processes. This session is designed to provide actionable insights and practical solutions, helping Network Firms to not only attract but also train the best talent, setting the stage for sustained success and growth. Session Leader: Gordon Ross, Chief Client Officer, Dynasty Financial Partners CE Credit
Tuesday, April 30: 11:15 AM – 12:30 PM Breakouts Part 1
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Breakout 1: The Psychology of Letting Go: Understanding and Overcoming Hesitation in Succession PlanningOverview: A thought-provoking and reflective session that provides insights into the psychological barriers that often deter advisors from letting go of client management responsibilities and planning for a transition. This session aims to shed light on the underlying reasons why many advisors hesitate to consider their succession, despite its critical importance. We will explore a range of emotional and cognitive factors, including attachment to clients, fear of the unknown, and the challenge of identity transition. This session is not only for advisors contemplating retirement but also for potential successors. It gives valuable insights into creating an empathetic and understanding approach towards the transition process. Participants will gain strategies to address these psychological barriers, both for themselves and in conversations with others. This session is designed to encourage more open and effective planning for succession, ensuring a smoother, more successful handover for both sellers and buyers. Session Leader: Casey Jorgensen, SVP, Relationship Management, Dynasty Financial Partners CE Credit
-
Breakout 2: Dynasty Lab: Experience the Future of WealthTechOverview: Step into the Dynasty Lab to test the future of WealthTech. This interactive and engaging experience is designed for attendees to get hands-on with the latest innovations in Dynasty’s proprietary technology. Explore a suite of cutting-edge products tailored to enhance the efficiency and effectiveness of wealth management practices. CEO & RIA Analytics: Discover how this tool answers the pivotal question, "How is My Business Doing?", providing deep insights into business performance and client trends. Advisor Workstation & SSO Hub: Experience a streamlined 'single pane of glass' approach, integrating essential information and workflows, simplifying daily tasks for advisors and their teams. Dynasty Protect: Test this innovative prospect data collection application, designed to offer a secure and seamless client experience, ensuring privacy and ease of use in client interactions. Dynasty CRM 3.0: Explore the latest iteration of our CRM tool, crafted to scale, service, and grow your business, with enhanced features for managing client relationships and business operations more effectively. This session is a must-attend for anyone looking to stay ahead in the rapidly evolving world of wealth management technology. Experience firsthand how these tools can revolutionize your approach to wealth management. Session Leader: Leslie Dentinger, Deputy Chief Technology Officer, Dynasty Financial Partners CE Credit
-
Breakout 3: Talent: Mastering Talent Acquisition and OnboardingOverview: This vital session will address the challenges and strategies central to attracting and onboarding top talent in the wealth management industry. Many firms within the Network face hurdles in crafting a compelling employee value proposition, sourcing skilled professionals, and balancing the industry's demands for commitment and hard work with attractive career opportunities. This presentation will focus on best practices for not only attracting but also effectively integrating new talent into an organization. Key topics include: Enhancing Your Employee Value Proposition: Attendees will learn how to clearly communicate the unique benefits and career opportunities their firm offers. Effective Talent Sourcing: Attendees will explore strategies for identifying and attracting the right candidates who can thrive in the wealth management sector. Onboarding for Success: Attendees will discover methods to ensure the smooth integration of new employees into their firm's culture and operational processes. This session is designed to provide actionable insights and practical solutions, helping Network Firms to not only attract but also train the best talent, setting the stage for sustained success and growth. Session Leader: Gordon Ross, Chief Client Officer, Dynasty Financial Partners CE Credit