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



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 | A Fireside Chat about ESG with Jim Roach

9:00 - 12:15 Mark Hunter | Conversation Mastery: The Art of Customer-Focused Discovery

12:15 - 1:30 Lunch @ The 411

1:30 - 4:30 Mark Hunter | 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


Broadridge Matrix
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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.

Parking Information

Free parking is available during the conference (no parking pass is required)
Please park in the lot directly southwest of the McMill building, this is an empty, unused car lot, feel free to park wherever.
Enter the McMill building through the doors on 4th St or Madison Ave, handicap entrance available on 4th St.
Smart Conference is on the second floor of the McMill building.

map parking

Lodging Information

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

Group Rate Code:
(book by Friday October 1, 2021 to receive group rate)

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

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