SMART CONFERENCE 2021

October 27-29, 2021 @ The McMill Building in Norfolk, NE

AGENDA

 

27 - Wednesday

10:30 - 12:30 The Basics: Training for New(er) Advisors

12:30 - 1:30 Lunch

1:30 - 4:30 The Basics: Training for New(er) Advisors

6:00 Welcome Dinner @ Black Cow Fat Pig

 

28 - Thursday

8:00 - 8:15 Social Time and Light Breakfast

8:15 - 8:30 Welcome

8:30 - 9:00 Natixis

9:00 - 12:15 Lex Moschakis | Conversation Mastery: The Art of Customer-Focused Discovery

12:15 - 1:30 Lunch @ The 411

1:30 - 4:30 Lex Moschakis | Conversation Mastery: The Art of Customer-Focused Discovery

5:30 Cocktails @ Jared's

6:30 Dinner @ Jared's

 

29 - Friday

8:00 - 8:15 Social Time and Light Breakfast

8:15 - 9:00 Cantor Fitzgerald Capital | Diversifying Your Income Stream

9:00 - 11:30 Dimensional Fund Advisors | Market Talk That Clients Understand

11:30 - 12:00 Final Comments

12:00 Lunch To Go or Stay

SPONSORS

Dimensional-1
Broadridge Matrix
Vericimetry
Natixis-Logo_Color
Cantor Fitzgerald Logo

Meet Our Speaker

Lex Moschakis Head Shot

Lex Moschakis

Watch a quick video and get to know Lex!

Lex is the head of Facilitation and Coaching at Habits at Work, where she and her team help leaders and revenue responsible teams master conversation skills and the 12 high-impact habits that build deep and lasting relationships with customers and move business forward.

She is responsible for coaching revenue teams in the media, technology, life sciences, and financial industries. In addition to facilitation and coaching, she is a professional speaker, mentor, and advisor for growth-stage companies.

Lex is an Australian native based in New York. Her educational background is in law, which propelled her to business development in the legal industry, and she has since operated as a seller, manager, and sales leader. This ignited her passion for helping her teams soar personally and professionally. Now as a certified coach, she continues to study human potential and how we build meaningful connections in relationships.


Lodging Information

We have a block of rooms reserved at Norfolk Lodge & Suites.

Group Rate Code:
MCMILL - WEALTH MGMT - SMART CONFERENCE
(book by Friday October 1, 2021 to receive group rate)

To Book:
Call The Lodge at 402-379-3833 or
Book Online

Divots Picture

Norfolk Lodge & Suites - 4200 W Norfolk Ave - Norfolk, NE 68701