Collaboration, Connection, & Maximizing Value On The Conference Circuit (w/ Anthony Stich)

JAN 22, 202631 MIN
Synergize: Unscripted Conversations to Help Guide Advisor Growth

Collaboration, Connection, & Maximizing Value On The Conference Circuit (w/ Anthony Stich)

JAN 22, 202631 MIN

Description

TradePMR has kicked off registration for our SYNERGY26 conference in Washington, D.C. (June 2-5).Industry events like ours have always been golden opportunities for advisors to learn and grow, but you’ll want a gameplan if you want to maximize your conference ROI.Chief Marketing Officer at Moran Wealth Management, Anthony Stich— known to some as “Mr. Purple”—has been a presence on the RIA conference circuit for years. As both a seasoned speaker and attendee, Anthony joined the podcast to discuss: Selecting the right conference: Conferences are an investment, so choose the right ones that best suit your needs. SYNERGY’s “Goldilocks” factor: Anthony shares why TradePMR’s conference has become one of his favorites. Taking time to recharge: The benefit of treating conferences like a marathon, not a sprint. Cigars and the Lost Art of Disagreement: Unpacking his RIA Reflections piece and the value of unstructured time.