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December 69, 2021
FONTAINEBLEAU
MIAMI BEACH

MARKETCOUNSEL SUMMIT

Program

The MarketCounsel Summit has become the industry’s capstone event each year, bringing together leaders from the country’s preeminent independent wealth management firms, the industry’s top-tier service providers, and media that covers the space. It’s a forum that convenes these critical stakeholders to come together and join in the critical conversation, engaging dialogue and civilized debate. It’s a venue for the profession’s leaders to escape the office, assess the landscape, and examine the opportunities and threats that lie ahead for independent wealth managers, all while working to identify potential areas for improvement.

This year we’ll continue to elevate the MarketCounsel Summit experience, taking this seminal event to even greater heights. This year’s event is invitation-only and exclusively live and in-person. We have been hard at work all year assembling an amazing curriculum, and we are planning for a rigid set of safety precautions to mitigate risk and ensure the health of our guests.

 

2021 MarketCounsel Summit Curriculum

  • MONDAY, DECEMBER 6
  • TUESDAY, DECEMBER 7
  • WEDNESDAY, DECEMBER 8
  • THURSDAY, DECEMBER 9
MONDAY, DECEMBER 6

Registration

Private Supper Clubs

Welcome Reception

TUESDAY, DECEMBER 7

Call to Order

Service Expansion: The Fee Compression Concealer

Marketing to a Generation Who Doesn’t Want Financial Advice

The Best Thing I Read (or Saw) This Year

Break

Mind and Machine: Why Behavioral Tech is the Future of Advice

The Emerging Criticality of Crypto and Blockchain

The Early Adopter’s Guide to Implementing Crypto & Blockchain

Capital Infusion to Fuel the Next Growth Phase

Networking Reception

Evening Reception

WEDNESDAY, DECEMBER 8

M&A: Reading the Trendlines

Deals: Show Me the Way

Tech: The Decision to Build or Integrate

Outdoor Lunch

Diverging Custodial Business Models

Innovative Growth Strategies at Work

DE&I: Solving This Industry Imperative

Reinventing the Advisor’s Support Ecosystem

Networking Reception

Karaoke Lounge

THURSDAY, DECEMBER 9

Breakfast

MSUM_Labs

MSUM21 Wraps

 


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2021 Faculty

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MarketCounsel Summit Past Event Highlights