Jan 29-31 2020
Hyatt Regency
Orlando, FL
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Business Consulting Lounge

Where ideas become action

Meet up with breakout session speakers, leading industry experts, the TD Ameritrade Institutional team, and fellow Advisors in the BCL—your single destination for business building ideas and networking opportunities. Dig deeper to define priorities and areas of opportunity. Get highly personalized, step-by-step practice management guidance. Walk away with clearly defined action plans. And experience it all in a fun, unique setting

Business Consulting Lounge



January 29

12:30 PM-6:30 PM


January 30

10:00 AM-7:00 PM


January 31

10:00 AM-12:30 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 on 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 (up to two people).

Choose from one of five options:

1. Practice management coaching

Consult with veteran practice management coaches on leading topics critical to your business and clients, including revenue generation, people strategies, operational efficiency, and the client experience. Peak Advisor Alliance will share best practices from top-performing firms and relate them to your business.

2. Digital marketing

Are you achieving results with your digital marketing plan? Is your website driving sales opportunities? An expert will review your company websites, social media profiles, and email campaigns with you and help you determine an effective strategy for engaging clients and prospects through these important digital marketing channels.

3. Compliance

Regulation is everywhere. Given the rapid rate that technology is changing and the potential for cyber threats, human error, and more, we’ll probably see more compliance in the future. Spend time with Lori Weston of NCS Regulatory Compliance to better understand the latest from the regulators, examiner priorities and how to put a comprehensive compliance program in place that facilitates the identification of potential vulnerabilities and works to limit your firm’s risk exposure.

4. Compensation planning

Are you attracting and retaining your talent with competitive compensation? Here’s an opportunity to meet with a consultant and receive valuable insights based on more than 10 years of compensation design data gathered through working with advisory firms across the country.

5. Video shoots**

With 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 a 30-second video professionally shot, produced, and custom edited with your choice of backdrop, music, and your firm logo.
**Note: Due to high demand, individuals associated with advisory firms that have received a video within the last two years at National LINC are not eligible to register.

TD Ameritrade, Inc. and all third parties mentioned are separate unaffiliated companies and are not responsible for each other’s services or policies.

Focus groups

We want to hear from you! Join us at one of two focus groups to help us better understand how financial advisory firms are approaching the development of their up-and-coming Advisors. What do you look for in an associate Advisor? What are your performance expectations? What skills and competencies are you helping them to develop? We want to know this and more to help us help you inspire the next generation of talent to greatness.

What else?

Coffee talks with experts (first come, first served)

Meet with industry experts and pick their brains about what matters most to you and your business—no appointment required. Join a conversation on a wide range of topics that include, but are not limited to: people management, technology integration, retirement, trading, operational needs, benchmarking data, investment knowledge, general practice management, and running your business.

Professional headshots (first come, first served)

Ready to put your best face forward? Stop by and have a professional photo taken.