February 1-4, 2017 | San Diego

Business Consulting Lounge

Maximize your conference experience. Connect key themes and insights with highly tailored business strategies and actionable takeaways in the Business Consulting Lounge (BCL).

Where insights get personal to move your business forward.

The BCL is your convenient, one-stop destination to meet with breakout session speakers, leading industry experts, TD Ameritrade associates and fellow advisors. Dig deeper to define priorities and areas of opportunity. Get highly personalized, step-by-step guidance with clearly defined action plans in a fun, unique setting. Explore top practice management, technology, retirement plan service and wealth management themes to help further your business and provide a superior experience for your clients.


Wednesday, February 1, 5:00 – 8:00 pm
Thursday, February 2, 10:00 am – 7:00 pm
Friday, February 3, 9:45 am – 3:30 pm

Note: The BCL is closed during keynote presentations, but many speakers join the lounge following their sessions to consult at a kiosk and continue the conversation.

1:1 Consultations

Register for a 25-minute 1:1 session with a leading industry consultant to help assess and enhance your business. Space is limited and reservations are required. Please note that due to the private nature of these consultations, we can only accommodate one firm per time slot. Choose from one of five key topics:

+Practice Management CoachingConsult with our veteran practice management coaches on leading topics critical to your business and clients: revenue generation, people strategies, operational efficiency and the client experience. Our coaches share best practices from top-performing firms and relate them to your enterprise.

+Tech ConsultationsLearn to leverage your rebalancing and trading solutions to their fullest potential. Our iRebal® and thinkpipes® product experts are ready to share new ways that you can gain efficiencies, increase scale and improve client service using leading edge technology.

+Website Lead GenerationAre you frustrated with the lack of leads you are able to generate online? Advisor Websites will review your digital marketing plan or help you come up with one to drive more leads for your business.

+Hosting High-Impact EventsConsult with experienced professionals on hosting high-impact events for clients and prospects. Review potential events, costs and the action plans that are required to successfully implement an event strategy, as part of your ongoing client experience and growth strategy.

+Video ShootWith attention spans at a premium, video is a highly effective, engaging and personal way to introduce yourself, your firm and your brand. Pre-register to have your 30-second video professionally shot, produced and edited with your choice of backdrop, music and firm logo.

“Ask the Expert” Kiosks

Meet with industry experts on the areas of your business that matter most to you.

Professional Headshots

Stop by to have a professional photo taken, so you can put your best face forward.

Boot Camp Presentations

Attend interactive sessions for a deeper dive into timely and relevant topics that are key to building your business.

Focus Groups

We want to hear from you! Join us for one of three focus groups led by our Business Performance Solutions team conducting research to better understand trends around mergers and acquisitions in the advisory space. Discussion points will include perspectives of both the buyers and sellers during a transaction, best practices and lessons learned. Participants must have completed or come close to completing a merger or acquisition within the last three years. As a token of appreciation you will receive a $50 Amazon gift card* for your participation.

Sign-up to participate in a focus group
Looking for products & demos you learn about in the BCL, swing by Veo Village for hands-on inspiration.