What to Expect at this Year’s Focus on the Future Conference

Posted by Mark Piquette on October 22, 2014

Today is the first day of our annual Focus on the Future conference. Over the next two and a half days, TCA executives and notable guest speakers will tackle some of the challenges facing the RIA industry, presenting relevant information meant to prepare RIAs for the future while helping them to grow their business today.

The conference starts with a brand session led by yours truly. Looking at examples from around the business world, I’ll review some of the tools and strategies that can help RIAs develop their own personal brand. Geoff Colvin, Fortune Magazine’s Senior-Editor-at Large, will deliver the keynote address Wednesday evening.

Mike Lover, Trust Company of America’s Vice President for Process Improvement, will kick off Thursday’s events by unveiling changes to Catalyst, TCA’s technology platform for RIAs. He’ll give way to a panel discussion on the future of finance and technology before John Evans, Executive Director of Janus Labs, takes center stage to talk about the ‘wow’ factor in the advisory business.

Next, Brian McLaughlin, CEO of RedTail Technologies, will present on fintech and big data. Economist Steven Levitt, author of the New York Times bestsellers Freakonomics and Think Like a Freak, wraps up Thursday’s events.

Finally, the NFL’s Chief Digital Officer, Perkins Miller, will give a presentation on why stories matter in the digital age to conclude this year’s conference.

It promises to be an informative two and a half days, filled with engaging presentations from top-notch speakers. Stay tuned for further updates from Focus. 

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