541-579-5689 todd.baird@lpl.com

This year, Ignite your purpose, your process, and your people

OCTOBER 2-4, 2023 | RENTON, wa

DAYS

SESSIONS

ATTENDEES

EXHIBITORS

WHY ATTEND?

Financial Advocates’ Ignite is 2 ½ days of networking, fun and education. Most importantly, it is an opportunity to connect and exchange ideas, in person, with your peers.

By registering, you receive:

  • Access to all keynote, main stage, and breakout speaker sessions
  • Access to insight on niche topics like practice development, financial planning, and marketing
  • Dedicated networking times to connect with industry experts, advisors, and Financial Advocates team members
  • An abundance of ideas and takeaways you can implement immediately in your practice

    ABOUT THE VENUE

    Located on the shores of Lake Washington, Hyatt Regency Lake Washington at Seattle’s Southport, perfectly combines the natural beauty of the Pacific Northwest with modern amenities.  Enjoy close proximity to Sea-Tac International Airport, downtown Seattle and Bellevue, Mount Rainier National Park, Gene Coulon Memorial Beach Park, and more.

    COUNTDOWN TO IGNITE

    Day(s)

    :

    Hour(s)

    :

    Minute(s)

    :

    Second(s)

    CONFERENCE AGENDA

    Meeting topics and times are subject to change.

    MONDAY, OCTOBER 2
    START TIME PRESENTATION TITLE PRESENTER
    12:00 PM Registration Opens
    1:00 PM Town Hall Angie Vlach, President, Chief Executive Officer
    Gary Campbell, Chief Strategy Officer
    Soliman Popal, Chief Growth Officer
    1:45 PM Introduction to FA Day Soliman Popal, Chief Growth Officer
    2:00 PM Segmentation: Know Your Book, Know Your Practice Ron Mendoza, Business Consultant
    Heather Pratt, Business Consultant
    2:45 PM Break
    3:00 PM Client Care Models & Marketing Andy Hart, LPL Vice President & Wealth Consultant of Northwest
    Kristy Vetter, Marketing Director
    3:45 PM GROW Your Practice Gary Campbell, Chief Strategy Officer
    Soliman Popal, Chief Growth Officer
    4:30 PM Q&A  
    5:00 PM FA Day Reception Sponsored by Macquarie
    6:00 PM Close / Free Evening
    TUESDAY, OCTOBER 3

    COLOR KEY:

    Main Track
    Operational Track

    START TIME PRESENTATION TITLE PRESENTER
    Morning Registration Opens
    7:00 AM Networking Breakfast
    8:00 AM Mainstage – Ignite Your People, Purpose and Process Angie Vlach, President, Chief Executive Officer
    Soliman Popal, Chief Growth Officer
    8:30 AM Mainstage – Creating a World Class Business
    Sandro Forte, Certified Speaking Professional
    Sponsored by Security Benefit
    9:30 AM Mainstage – Vanguard’s Advisors Alpha: Putting a Value on Your Value Chris Pettit, Senior Strategist
    Sponsored by Vanguard
    Operations – Account View 2.0 & Client Death Distributions  Geneva Foster, Sr. Client Care Specialist
    10:20 AM Mainstage – Building Momentum Amidst Uncertainty
    Kevin Bishopp, Advisor Consulting Performance Coach
    Sponsored by First Trust
    Operations – Annuity Order Entry (AOE) & Alternative Investment Order Entry (AIOE) Geneva Foster, Sr. Client Care Specialist
    11:10 AM Mainstage – What is the Opportunity? Brad Croft, Regional Banking Director
    Sponsored by Goldman Sachs
    Operations – Round Tables FA Staff
    12:00 PM Lunch
    1:00 PM Breakout – Target Outcome ETFs Ben Johnson, Vice President
    Sponsored by First Trust
    Breakout – How to Be Brilliant Sandro Forte, Certified Speaking Professional
    Sponsored by Security Benefit
    Breakout – Elevate Your Independence
    Scott Ferrette, Western Divisional Director
    Sponsored by Horizon
    Operations – Client Experience Training Kerry Prichard, Chief of Staff
    2:00 PM Breakout – Target Outcome ETFs Ben Johnson, Vice President
    Sponsored by First Trust
    Breakout – How to Be Brilliant Sandro Forte, Certified Speaking Professional
    Sponsored by Security Benefit
    Breakout – Elevate Your Independence
    Scott Ferrette, Western Divisional Director
    Sponsored by Horizon
    Operations – Conflict Management Kristy Vetter, Marketing Director
    3:00 PM Breakout – Overcoming the Bottleneck in Your Business Casey Miller, Advisor Consultant
    Sponsored by Hartford
    Breakout – Social Security Advanced Claiming Strategies, Unique Circumstances and More! Natalia Keene, Advanced Sales Counsel
    Sponsored by Securian
    Breakout – Build a Moat Around Your Business Andrew Lane, Director of Equity Research 
    Sponsored by VanEck
    Breakout – The Owner Operator Advantage – Actively Buying Long Term Quality Tim McQueen, Director of Wealth Management
    Sponsored by Principal
    Breakout – Managing Both Sides of the Balance Sheet Brad Croft, Regional Banking Director
    Sponsored by Goldman Sachs
    4:00 PM Mainstage – Advisor Panel Sam Sharples, Travis Gray, and Shari Jenkins
    4:50 PM Happy Hour
    5:50 PM Sponsor Dine Around
    WEDNESDAY, OCTOBER 4
    START TIME PRESENTATION TITLE PRESENTER
    6:00 AM Fun Run with Angie Angela Vlach
    How to Look Good on Camera Ryan Zimmerman
    Intro to Crochet Sara Forgey
    7:00 AM Networking Breakfast
    8:00 AM Mainstage – Welcome Financial Advocates
    8:10 AM Mainstage – Scaling Advice: From Financial Advisor to Financial Advicer Michael Kitces, Chief Financial Planning Nerd at Kitces.com
    Sponsored by Horizon Investments and Financial Advocates
    9:00 AM Principal Business Owners Insights Paul Schieber, Managing Director
    Sponsored by Principal
    10:00 AM Breakout – The Changing Landscape of IRAs (CE Credits) Travis Allan, External Wholesaler
    Sponsored by Eagle Life
    Breakout – How to Manage and Minimize the Impact of Taxes Dan Hodo, Senior Regional Director
    Adam Burleson, Regional Director
    Sponsored by Russell Investments
    Breakout – Investing Implications from Generative Artificial Intelligence (AI) Gus Zinn, Managing Director & Senior Portfolio Manager
    Sponsored by Macquarie
    Breakout – 5 Ideas to Increase AUM and Referrals Matthew DiFerdinado, Senior Regional Vice President
    Sponsored by Bluerock Capital Markets
    Breakout – Understanding Sleep & Anxiety Melissa Milanak, PhD, Clinical Psychologist & Executive Consultant
    Sponsored by Amundi
    11:00 AM Breakout – 7 Things No One Tells You About Retirement D.S. Judge, Regional Advisor Consultant
    Sponsored by Columbia Threadneedle
    Breakout – Generation n: Winning the Client Acquisition Opporturnity Rob Kron, Advisor Education Consultant
    Sponsored by Nuveen
    Breakout – 7 Ideas to Manage the RMD rules for Owners (CE Credits) Michelle O’Haren, Senior Retirement Strategies Group Consultant
    Sponsored by Pacific Life
    Breakout – Private Capital: A Unique Private Equity Strategy Jon Stickney, Regional Vice President
    Sponsored by CNL
    Breakout – Annuities Can Do That! Discover New Strategies to Solve Problems You Never Thought You Could Justin Talbott, Wholesaler
    Sponsored by USAnnuity Partners
    11:50 AM Networking Lunch
    1:00 PM Mainstage – Balance is a Lie! Lisa Schultz, Chief Services Officer
    Sponsored by CNL
    2:00 PM Breakout – Strategic Asset Allocation Chris Pettit, Senior Strategist
    Sponsored by Vanguard
    Breakout – Decumulation Diversification Schyler Adams, Director of Advanced Strategies and Planning Platforms
    Sponsored by Allianz
    Breakout – The After-Tax Advisor Damon Novelli, Executive Director
    Sponsored by Eaton Vance
    Breakout – Investing in AI: Transformative New Tech, Same Old Rules Kelly Brush, Director of Retail Intermediary
    Cameron Hall, Advisor Relations Associate
    Sponsored by Parnassus
    Breakout – The Opportunity Cost of Waiting for Goldilocks Jules Heyward, Market Leader
    Sponsored by Allspring
    3:00 PM Breakout – Building Trust and Creating Urgency with Clients and Prospects Scott Tatum, Director of AB Advisor Institute
    Sponsored by AllianceBernstein
    Breakout – Avantis Investors: Redefining Value Investing Jeff Cornell, Vice President
    Sponsored by American Century
    Breakout – Apollo Diversified Real Estate Fund Market Update Jonathan Baughman, Financial Analyst
    Sponsored by Apollo
    Breakout – Women Investors Taking Center Stage Over the Next Decade Ramiro Higuera, Vice President & Regional Consultant of Pacific Northwest
    Sponsored by State Street Global Advisors
    Breakout – Implementing Liquid Alternative Investments for Income Strategies Mike Hollister, Sr. Regional Sales Director
    Sponsored by NexPoint
    Breakout – Opportunities in Credit Jeff Weber, Regional Manager of Advisor Services
    Sponsored by Lord Abbett
    4:00 PM Mainstage – Understanding the Economy and Navigating the Markets Dr. Quincy Krosby, LPL Chief Global Strategist
    4:45 PM Close
    5:30 PM Boarding begins for Cruise
    THURSDAY, OCTOBER 5
    START TIME PRESENTATION TITLE PRESENTER
    All Day Departures

    FREQUENTLY ASKED QUESTIONS

    Where is the Ignite Conference taking place?

    Hyatt Regency Lake Washington
    1053 Lake Washington Blvd North
    Renton, WA 98056

    Click here to visit the hotel website.

    Who can attend the conference?

    The Ignite Conference is exclusive to advisors and their staff. We are not able to accommodate family and guests at the conference.  

    How do I book a hotel room?

    Secure your hotel room at our negotiated rate of $259 + tax and fees by using this link.

    Click here to book a room.

    I am driving to the meeting – where do I park?

    The Hyatt offers both valet and self-parking.

    I am flying – how do I get to the hotel?

    It is approximately $30 for ride-sharing and taxis from the Seattle Tacoma airport.  Ride share meet-up and the taxi stand are located on the third floor of the airport parking garage.  The transfer from SEA to the Hyatt Regency is approximately 15 minutes. 

    What time zone will I be in during the Ignite Conference?

    You will be in the Pacific time zone when you are in Renton at the Ignite Conference.

    What is the weather like in October? 

    Washington weather averages highs in the upper 50s and lows in the mid-40s in October. You may want to bring an umbrella or waterproof jacket in case of rain.

    What do I wear to meetings and events during the conference?

    Business casual attire is appropriate for all business meetings and functions at Financial Advocates Ignite Conference.  

    Business casual includes sweaters, blouses, skirts, dresses, slacks/trousers, polo, or button-down shirt. Jackets are optional.  

    It is likely to be cool in meeting rooms and on the evening dinner cruise – a jacket or sweater is recommended. 

    Where can I get more information?

    If you have specific questions, please send an email to marketing@financialadvocates.com 

    We look forward to seeing you October 2-4! 

    2023 SPONSORS

    Premier Sponsor

    Elite Sponsors

    Breakout Sponsors

    Exhibitor Sponsors