MarketCounsel Summit - Register

The MarketCounsel Summit returns to the Fontainebleau Miami Beach from December 5—8, 2016 for what will again be the industry’s most explosive event. We invite you to join us for this unparalleled opportunity to learn from our powerful agenda and speakers and, most importantly, engage in intimate networking among the industry’s leading growth-oriented firms. With the drastically-evolving regulatory landscape, a controversial election cycle, and emerging new business opportunities, we’ll tackle all of the hot issues head on. This is one event you will not want to miss.

MarketCounsel Summit - Buzz/News
MarketCounsel Summit - Agenda
We are putting together an amazing program for this year; pairing outstanding headliners with an impeccable roster of faculty to address the most pressing issues facing the independent investment advisor profession.


  • • Member Dinners (invite only)
  • • Welcome Reception


  • • Call to Order & State of the Industry
  • • What's Fair is Not Equal, What's Equal is Not Fair
  • • Dialogue with a Former SEC Commissioner
  • • Around the Horn: Roundtable Discussion Among MarketCounsellors
  • • The DOL Fiduciary Rule: It’s Time to Get Real
  • • The New Agenda for Leadership and Change
  • • Behind the Curtain: My Time at the SEC


  • • HR Best Practices for Growing Small Businesses
  • • Practice Disruptions: The Death of Geography, Refined Service Offerings, and Fee Compression
  • • Integrating Outside Talent: Scaling Your Practice Through Inorganic Growth
  • • Inner Beauty: Attract More Clients, Grow Organically, and Operate More Efficiently
  • • Doing Deals: Everyone’s a Buyer
  • • Economic Outlook: What Now?
  • • The Symbiotic Relationship Between Personal Advice and Technology
  • • Heightened Supervision: The Dire Need to Protect Your Critical Systems, Sensitive Data, and Clients’ Private Information
  • • Countering the Perceived Robo Threat


  • • Crafting the “Day After” Plan
  • • Social Media Rehab
  • • Doing Valuation on the Back of a Napkin
  • • Identifying and Financing Long-Term Business Continuity

MarketCounsel Summit - Faculty
Luis Aguilar Andrew Bowden Brian Hamburger Reince Priebus Scaramucci Taylor
Aikin Blaine Sharron Ash msum16_faculty_asnes Jud Bergman Dan Bernstein Marty BicknellJosh Brown Joel Bruckenstein msum16_faculty_burns msum16_faculty_carroll msum16_faculty_carson msum16_faculty_chengmsum16_faculty_cheng msum16_faculty_cruz msum16_faculty_dellarrocca msum16_faculty_devoe msum16_faculty_duran msum16_faculty_edelman Gongawaremsum16_faculty_green Klein Lally msum16_faculty_lockshin MrazikMrazik Obrien msum16_faculty_rhoades Rostad msum16_faculty_sanders msum16_faculty_schweiss Segal msum16_faculty_tibergien
MSUM16 Sponsors
ActiFiAddepar Advisor EngineAdvisorHUBsponsors_advizr Asset TVBasisCode Compliance BlackRockBrinker Capital BroadridgeBroadstone Circle BlackDiscovery DataeMoney Envestnet TamaracEnvestnetExternalITFi360FiCommFinLife Partners - United CapitalFirst Trustsponsors_fmexFolio Dynamixhidden leversLaserficheLive Oak BankLord AbbettLPL FinancialMarinerMatthews AsiaMy Virtual PPCNorima ConsultingOrionPentonsponsors_performancetrustPershingPPC LoanPKSRaymond <img src=RIABizsponsors_z_riskalyzeSalentica CRMCharles SchwabScottrade Advisor ServicesSecurity BenefitSponsors_SourceMediaStarkweather & ShepleySumRidge PartnersSupernovaSymmetryTD Ameritradesponsors_tradepmrTriNet sponsors_vestmarkWarren Systems

Interested in becoming a sponsor, contact us.

MarketCounsel Summit - Logistics

4441 Collins Ave, Miami Beach, FL 33140
(305) 538-2000   |


MarketCounsel has negotiated a discounted nightly rate of $249, including complimentary high-speed internet access, use of the fitness facilities, and beach chairs for any downtime you can find. This special rate will be honored subject to availability. 


Virgin America for 5% off all published fares use code: MCVXMARKETSUMMIT16. Please have this code ready when you book your reservation at
Delta Airlines for 2-10% off all published fares. To take advantage of this discount, enter promotion code NMNGX when you book your reservation at
MarketCounsel Summit 2016 United Airlines
United Airlines for 2-10% off all published fares. To take advantage of the discount, enter promotion code ZWRG893445 when you book your reservation at
Use Uber code UBERCNSL for a free first ride of up to $20 for any new user of Uber.


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