PROGRAM
PLATINUM
Welcome to Rancho Mirage and to IFG’s 2024 Practice Management Exchange! We are thrilled you could join us at such a busy time of year. Your presence and insights are crucial to making the Practice Management Exchange (PME) a success.
We have the next three days together to dive into all things business: Operational Efficiency, Acquiring a Practice, Succession Planning, Technology Ideas, Client Events, Marketing and Branding, and so much more. We aim to put the best practice management insights and tools at your fingertips.
IFG’s PME has a bit of a reputation, if we do say so ourselves. What makes our program stand out in the industry is you: your voices, your strategies, and your insights, all shared here with your peers. This was the model when we started this conference, and it’s not going to change. For so many of you, the PME is a catalyst for the transformation and growth of your business, and we are happy to be hosting it again.
The PME would not be possible without the commitment and active participation of the strategic partners who are with us here this week. Our partners are looking forward to learning more about you and your business, and we encourage you to engage with them throughout this conference, including in the exhibit room during our networking breaks and during dine-arounds. We are also very excited for the return of our extra-special Speed Dating activity, and we hope that you will enjoy learning more about exciting products and solutions in a relaxed, fun environment.
We hope this next year is one of growth and transformation for your business. We look forward to connecting with you here in Rancho Mirage.
Scott Heising
David Fischer
AGENDA
SUNDAY, OCTOBER 20, 2024
4:00pm - 5:30pm Conference Check-In Ballroom Foyer
6:00pm - 10:00pm Welcome Reception Vista Lawn
MONDAY, OCTOBER 21, 2024
7:30am - 6:00pm Hospitality Desk Ballroom Foyer
7:30am - 8:30am Breakfast Buffet Ballroom Terrace
8:30am - 8:40am Welcome & Opening Remarks Chad Cristo, SVP, National Sales & Marketing Ballroom Terrace
8:45am - 9:45am Power Hour Idea Exchange Introduce Yourself
Group A
Moderated by Roger Smith, Regional Advisor Consultant
Group B
Moderated by Kelsey Hasterlik, Regional Advisor Consultant
Group C
Moderated by Paul Larrabee, Director, Insurance Solutions
Sunrise The Springs Morningside
AGENDA
MONDAY, OCTOBER 21, 2024
9:50am - 10:50am Keynote
Delivering Value that will Never be Undervalued
Mitch Anthony, Founder & President of Advisor Insights Inc.
Ritz-Carlton Ballroom
10:50am - 11:05am Break Ballroom Foyer
11:05am - 11:25am Advisor Presentation
Big Revenue Ideas through Advanced Planning
IFG Advisor, Rod Evans
11:25am - 11:45am Advisor Presentation
Delivering Exceptional Client Experience
IFG Elite Advisor, Rachel Hoang
11:45am - 12:05pm Advisor Presentation
Family Succession
IFG Advisors, Cathy & Skylar Brown
Ritz-Carlton Ballroom
Ritz-Carlton Ballroom
Ritz-Carlton Ballroom
12:05pm - 1:05pm Lunch Ballroom Terrace
AGENDA
MONDAY, OCTOBER 21, 2024
1:05pm - 1:45pm Advisory Panel
Bridging Generations: Effective Practices for Engaging Younger Clients
Bill McGowan, AssetMark
Jeremy Heffernan, Buckingham
Sean Humphreys, Envestnet
Erik Hardin, Orion
Moderated by Chris Weber, Sr. Advisory Sales Specialist Sunrise
1:05pm - 1:45pm Alternative Investments Panel
Don’t Call it a Comeback! Navigating what’s next for CRE
Eric Marlin, Cottonwood
Kyle Castle, Sealy
Jeff Kremin, SmartStop
Moderated by Madison Turbeville, Manager, Alternative Investments
1:05pm - 1:45pm Annuities Panel
The Current State of Annuities in a Changing Interest Rate Environment
Joe Wambach, Allianz
Andrew Wohl, Equitable
Dean Huang, Jackson
Greg Darm, Nationwide
Moderated by Erick Montiel, Director, Annuity Solutions
The Springs
Morningside
AGENDA
MONDAY, OCTOBER 21, 2024
1:50pm - 2:30pm Advisory Panel
Bridging Generations: Effective Practices for Engaging Younger Clients
Bill McGowan, AssetMark
Jeremy Heffernan, Buckingham
Sean Humphreys, Envestnet
Erik Hardin, Orion
Moderated by Chris Weber, Sr. Advisory Sales Specialist Sunrise
1:50pm - 2:30pm Alternative Investments Panel
Don’t Call it a Comeback! Navigating what’s next for CRE
Eric Marlin, Cottonwood
Kyle Castle, Sealy
Jeff Kremin, SmartStop
Moderated by Madison Turbeville, Manager, Alternative Investments
1:50pm - 2:30pm Annuities Panel
The Current State of Annuities in a Changing Interest Rate Environment
Joe Wambach, Allianz
Andrew Wohl, Equitable
Dean Huang, Jackson
Greg Darm, Nationwide
Moderated by Erick Montiel, Director, Annuity Solutions
The Springs
Morningside
AGENDA
MONDAY, OCTOBER 21, 2024
2:30pm - 2:45pm Break Ballroom Foyer
2:45pm - 3:05pm Advisor Presentation
Top 3 Tech Ideas
IFG Advisor, Michael Tannery
3:05pm - 3:25pm Advisor Presentation
My First Practice Acquisition
IFG Advisor, Marc Lord
3:25pm - 3:45pm Advisor Presentation
Women, Money & Mindset
IFG Advisor, Amy Frank Goldman
Ritz-Carlton Ballroom
Ritz-Carlton Ballroom
Ritz-Carlton Ballroom
4:00pm - 6:00pm Partner Speed Dating Mirada Ballroom
TUESDAY, OCTOBER 22, 2024
7:30am - 6:00pm Hospitality Desk Ballroom Foyer
7:30am - 8:30am Breakfast Buffet Ballroom Terrace
AGENDA
TUESDAY, OCTOBER 22, 2024
8:30am - 9:30am Power Hour Idea Exchange Your Best Idea
Group A
Moderated by Madison Turbeville, Manager, Alternative Investments
Group B
Moderated by Colby Taylor, Manager, Alternative Investments
Group C
Moderated by Erick Montiel, Director, Annuity Solutions
9:35am - 9:55am Advisor Presentation
Advisor Acquisition Pitch Book
IFG Advisor, Bryan Mazza
9:55am - 10:15am Advisor Presentation
Streamlining Operations to Get your Time Back
IFG Elite Advisor, Dustin Blodgett
Sunrise The Springs Morningside
Ritz-Carlton Ballroom
Ritz-Carlton Ballroom
10:15am - 10:30am Break Ballroom Foyer
AGENDA
TUESDAY, OCTOBER 22, 2024
10:30am - 10:50am Advisor Presentation
Niche Marketing
IFG Elite Advisor, Kathy Keadle
10:50am - 11:10am Advisor Presentation
I Love 401Ks
IFG Advisor, Timothy Yee
11:15am - 11:45am Case Study
Split Funded DB Plan
Nick Johnson, Ash Brokerage
11:15am - 11:45am Case Study
Roth Conversions
Mike Freeman, Mill Green
11:15am - 11:45am Case Study
3 Case Studies for Income Now, Income Later and Income Never
Ryan Ashby, Athene
11:50am - 12:20pm Case Study
Split Funded DB Plan
Nick Johnson, Ash Brokerage
Ritz-Carlton Ballroom
Ritz-Carlton Ballroom
Sunrise
The Springs
Morningside
Sunrise
AGENDA
TUESDAY, OCTOBER 22, 2024
11:50am - 12:20pm Case Study
Roth Conversions
Mike Freeman, Mill Green The Springs
11:50am - 12:20pm Case Study
3 Case Studies for Income Now, Income Later and Income Never
Ryan Ashby, Athene Morningside
12:20pm - 1:20pm Lunch Ballroom Terrace
1:20pm - 2:20pm Workshop
6 Core Values
Mitch Anthony, Founder & President of Advisor Insights Inc.
2:20pm - 3:00pm Partner Panel
What’s My Alternative?
Nick Rosenthal, Griffin Capital
Drew Dedelow, JLL
Mike Haven, US Energy
Moderated by Colby Taylor, Manager, Alternative Investments
Ritz-Carlton Ballroom
Ritz-Carlton Ballroom
AGENDA
TUESDAY, OCTOBER 22, 2024
3:00pm - 3:15pm Break Ballroom Foyer
3:15pm - 3:35pm Advisor Presentation
Planning your Succession
IFG Elite Advisor, Bob Hill & IFG Advisor, Chad Schiel
3:35pm - 3:55pm Advisor Presentation
Growing through Client Events
IFG Elite Advisors, Jammie Avila & Kyle Kirwan
Ritz-Carlton Ballroom
Ritz-Carlton Ballroom
4:00pm - 6:00pm Partner Speed Dating Mirada Ballroom
WEDNESDAY, OCTOBER 23, 2024
8:00am - 12:00pm Hospitality Desk Ballroom Foyer
8:00am - 9:00am Breakfast Buffet Ballroom Terrace
9:00am - 10:00am General Session
Transformational Conversations - Blueprints from America’s top Advisor teams
Chris Brady, Pacific Life
Ritz-Carlton Ballroom
AGENDA
WEDNESDAY, OCTOBER 23, 2024
10:00am - 10:20am Advisor Presentation
On the Money
IFG Advisor, Jim Patton
10:20am - 10:40am Advisor Presentation
A Great Untapped Source for Clients IFG Advisor, Melissa Ocean
Ritz-Carlton Ballroom
Ritz-Carlton Ballroom
10:40am - 10:55am Break Ballroom Foyer
10:55am - 11:15am Advisor Presentation
Growing a Legacy
IFG Advisor, Shane Hopkins
11:15am - 11:35am IFG Presentation
Best Ideas from IFG Advisors
Kelsey Hasterlik & Roger Smith, Regional Advisor Consultants
11:35am - 11:45am IFG Closing Remarks
Chad Cristo, SVP, National Sales & Marketing
Ritz-Carlton Ballroom
Ritz-Carlton Ballroom
Ritz-Carlton Ballroom
11:45am - 12:45pm Farewell Lunch Ballroom Terrace
NOTES
NOTES