Additional Resources

Find out how trusted advisors need to adapt and change how they do business to compete with the emersion of new technologies, and the shifting expectations of a new generation of investors.

The Great Wealth Transfer has already begun. Learn how to help Baby Boomers navigate the complexities of passing their wealth onto the next generation with confidence.

Learn what the most cutting-edge research shows planners should be doing to build trust, loyalty, and connection, with clients so they can retain business, and win the business of clients' friends and family.

Watch Gretchen and Nate eat spicy hot wings as they recap each session from the summit. (This was 100% inspired by Matt Zeigler's session... make sure you watch it first for context!)