This past week, IPI advisors, business partners and home office staff gathered together in St. Louis for 2019 Annual Summer Conference. With a room full of exhibitors and sponsors, a content rich agenda, and a block of focus-group sessions, there were informative messages and take-aways to keep the group engaged and schedules packed for three days. Additional topics ranged all of the way from practical technology workshops to home office updates, and the advisors had the opportunity to learn from industry experts as well as each other!
Even though the Cardinal’s game was a rainout, we were dry inside watching the fans in the stadium and the Cub’s game on the big screens.
One of the biggest perks, though…..completing a year’s worth of compliance credit.
We look forward to sharing pictures and success stories, in the next few weeks.
“The value in the summer conference comes as much from the camaraderie with fellow advisors, as it does from the content of the partners and home office staff. Every year, I take away at least one action item that I can introduce into my practice, immediately. This year, it was the “Clean Desk Policy;” I will no longer leave my office with client files on my desk where others might view them.”
“As always, I really enjoyed the conference. We had wonderful speakers and I picked up several actionable ideas. My favorite part is networking and visiting with friends, hearing what other advisors are doing in their practices.”
“Thanks to you and your team for once again putting on a fantastic conference!”
“I have multiple takeaways from the conference that I believe will have a positive impact on my business.”
“Always nice to rekindle old friendships and expand new relationships. Also, happy to have compliance completed for the year!”
“What I thoroughly enjoy about the IPI conferences is mingling and sharing ideas with other advisors along with great presentation take-aways from speakers like Lifeguard in the Storm by Frank Maselli and Leveraging Centers of Influence by Schwab’s Brian Kostick.”