Let's Talk About Tech: Avoiding Information Overload - Ben Mathis, Chief Information Officer, Carson Group

Most advisors find themselves scratching their heads when it comes to integrating technology into their business. Between navigating endless software solutions, investing capital aimlessly at new tools, and falling behind on the latest and greatest tech trends, advisors need one thing above all else: a clear game plan for tackling their technology. In this session, Ben Mathis, Chief Information Officer at Carson Group, will share some of the biggest obstacles advisors face when taking on tech, the key questions that can provide clarity on your firm's direction and, most importantly, how firms can create their own roadmap to success. Advisors will hear first-hand lessons on how Carson Wealth navigated the complexity of integrating technology, how to start with the client and work backwards, and what is ton the horizon for tech in our profession.

Catching Culture: Key Attributes of the Strongest Teams - Kelsey Ruwe, Vice President of Talent, Carson Group

As small business owners, advisors and their teams face a formidable opponent in the growth of their firm: larger organizations that offer big compensation packages, limitless perks and edgy work environments, all in an effort to attract top talent. In this session, Carson Group's Vice President of talent will share the biggest mistakes advisors make in creating a "culture" and explain the key characteristics and behaviors advisors must adopt to turn "culture" from a collection of empty words into a tangible force that unites teams, aligns infrastructure and improves moral.

Stay Focused and Simplify: 3 Ways to Move the Needle with Your Marketing - Joe Steuter, Vice President, Marketing Communication, and Melissa Mroczek, Vice President, Advisor Marketing

Building a brand that investors inherently trust is not as easy as it once was. With more exposure to new services, more ways to educate and evaluate options, and less time to make decisions, attracting new clients has become as much of a science as it is an art. In this session, Melissa Mroczek, Vice President, Advisor Marketing and Joe Steuter, Vice President, Marketing Communication for Carson Group, share their unique perspective on what potential clients are looking for from their advisor and, more importantly, how firms can eliminate the complexity of their marketing plan by focusing on three needle-moving activities to drive more conversions: email campaigns, blogging, and social media. Advisors and their teams will walk away from a simple marketing action plan that drives better ROI and reduces ADD (Advisor Distraction Disorder).

Inside the Coach Roundtable: The Invisible Influencers Shaping Your Firm's Future - Carson Group Executive Business Coaches

Have you ever wanted to jump inside the mind of someone who sees things you can't, as an advisor? In this session, our panel of Executive Business Coaches will help you escape from the proverbial "island" so many advisors find themselves on, wondering what others are doing to grow their business and find balance. Through their unique lens, the Carson Group coaches will unveil the biggest trends they're noticing through talking with hundreds of advisor firms across the country. Get an insider's perspective at the seat of the coach's roundtable and discover the most common challenges plaguing advisor growth, the biggest complexities facing teams, and the taboo questions most advisors need to answer.

Confronting the F-Word: Reframing Advisor Value - Ron Carson and Paul West

As the profession moves towards increased transparency, your clients are demanding straightforward fees, clear explanations and, most importantly, a new definition of the value you provide. In this session, Ron Carson, CEO and Founder of Carson Group, and Paul West, Managing Partner of Carson Wealth, share helpful sound bites and real-world examples of how to confront the F-word: fees. Hear how these two top advisors from a Barron's Hall-of-Fame firm handle client fee objections and reframe the conversation to focus on the alpha beyond investment management.

The Sleep Revolution - Arianna Huffington

In an increasingly fast-paced and hyper-connected world, sleep deprivation has become a global epidemic, with devastating effects on our health, our performance and our relationships. In this talk, Arianna Huffington—New York Times best-selling author and president and editor-in-chief of the Huffington Post Media Group—offers a sweeping exploration of sleep, from its rich history to the latest science, with an emphasis on how it can transform our lives. Through personal stories and specific, science-backed tips and recommendations, Huffington addresses the most critical issues with her audience: why we sleep, why we need it, what happens when we don't get enough, and how to get more, so we can take control of our lives and live more fully.