Grow Your Business—Strategies from a $4 Billion Advisor Monday, October 13 • 8:30 am – 12:30 pm Ric Edelman Most financial advisors spend only a small percentage of their time with clients. Most of their day is absorbed by office chores or searching for new clients—so it’s no wonder why many advisors feel they can’t grow. It doesn’t have to be this way. Learn the secrets to building a fee-based practice that can help you increase client satisfaction, attract new clients, and drastically reduce time you spend on administrative and back-office functions. Well-known financial advisor Ric Edelman has built one of the most successful practices in the country, with 8,500 clients and $4 billion in assets under management. In this special half-day program, Ric will reveal his highly successful business model, showing you his secrets of successful marketing, how you can easily and effectively turn prospects into clients, and how to structure your business for maximum profitability and value. Don’t miss this exclusive program that can change your career. $199 per person early-bird price if purchased by September 30, $249 thereafter; includes refreshments. Full-Symposium admission fee waived with purchase of this event. Morningstar Stock Valuation 101 Monday, October 13 • 9:00 am – 12:00 pm Scott Burns Brian Nelson Learn how to value companies in the same way that Morningstar stock analysts do! This is an intensive workshop that will teach you the basics of discounted cash flow modeling, which forms the basis of the fair value estimates that Morningstar generates for the 2,000 stocks it covers. You will learn: The process that Morningstar analysts follow to understand a company's current financial situation To formulate assumptions about the company's future growth prospects, and model those assumptions into a future stream of cash flows How an analyst aggregates the value of those future cash flows to produce an estimate of the company's fair value today Real-world examples and also discuss basic comparable ratio analysis and how you can incorporate this when you're valuing firms. This not-to-be-missed session led by Scott Burns, director of analysis and Brian Nelson associate director of training at Morningstar, aims to provide a solid foundation for your decision-making process going forward. $149 per person early-bird price if purchased by September 30, $199 thereafter; includes refreshments. Full-Symposium admission fee waived with purchase of this event. Design the Business and the Life That You Desire Monday, October 13 • 1:30 pm – 5:30 pm Mitch Anthony Robert Clements Combining the best ideas from financial services industry leader, Mitch Anthony, and business guru, Michael Gerber, this not-to-be-missed intensive seminar will show you how you can build a life that your business supports and a business that supports your life. In this session, Mitch Anthony and E-Myth Iowa strategic marketing director, Robert Clements, will outline why the typical financial advisor practice and the typical business doesn’t provide all that the owner envisioned. They will show you the fallacies involved in owning and operating a business that inevitably leads to long hours, limited free time, a lifestyle that is completely out of balance, disappointment, frustration, and even outright failure; and the truth about small businesses. You will learn: How to take an in-depth look at yourself as an individual, your interpersonal dynamics and your strengths, challenges, and greatest potentials, and transform your life and business by doing what you love and systemizing the rest To create a business that attracts and retains great people—both employees and clients How to develop a business that works for you, not just because of you; and how to take the job you’ve created for yourself and turn it into a business that can produce many times what you currently produce while you work less How successful businesses are created and operated To articulate the highest value proposition possible to clients, prospects, and the marketplace This is your opportunity to assess your business and identify exactly what you need to do to create a clear vision for your life and your business that will maximize your personal return on life! $249 per person early-bird price if purchased by September 30, $349 thereafter; includes refreshments. Full-Symposium admission fee waived with purchase of this event.