Jan 29-31 2020
Hyatt Regency
Orlando, FL
Log In

Business Consulting Lounge

Where insights get personal to move your business forward

Have an idea you’d like to bounce off someone? A challenge you’d like some guidance on? Or just need a caffeine fix?

The BCL is your convenient, community hot spot to meet up with breakout session speakers, industry experts, your TD Ameritrade Institutional team and network with fellow advisors.Focused on helping you drive performance in a fun and unique setting, you’ll leave the BCL with highly personalized, step-by-step practice management guidance along with clearly defined action plans.

Make a reservation: 1:1 Consultation

Register for a 25-minute 1:1 session with a leading industry consultant to help assess and enhance your business. Space is limited, reservations are required and please note that due to the private nature of these consultations, we can only accommodate one firm per time slot (up to two people).

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. Carson Group will share best practices from top-performing firms and relate them to your business.

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.

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.

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.

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.

Technology, integrations & workflow building

Need guidance on your entire tech ecosystem? Not sure how you should be defining workflows? Register for a session with a product agnostic technology strategist to review your technology, processes and workflows to help drive efficiency, identify areas of opportunity and improve firm performance.

Business Consulting Lounge

HOURS

Wednesday

January 29

12:30 PM-6:30 PM

Thursday

January 30

10:00 AM-7:00 PM

Friday

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.

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.

Register now arrow Created with Sketch.

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: practice management, technology integration & workflows, investment solutions, wealth management solutions, retirement plans & solutions, trading strategies, fixed income, advisor benchmarking.

Professional headshots (first come, first served)

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