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 - 8:30 Social Time and Light Breakfast

8:30 - 8:45 Welcome

8:45 - 12:00 Andrew Sykes | We are Our Habits: Storytelling

12:00 - 1:30 Lunch @ The 411

1:30 - 4:30 Andrew Sykes | We are Out Habits: Storytelling

5:30 Cocktails @ Jared's

6:30 Dinner @ Jared's

 

29 - Friday

8:00 - 8:30 Social Time and Light Breakfast

8:30 - 11:30 Financial Planning (Speaker TBD)

11:30 - 12:00 Final Comments

12:00 Lunch (Taco Truck)

SPONSORS

Dimensional-1
Broadridge Matrix
TDA Institutional
Vanguard
Vericimetry

Meet Our Speaker

Andrew Sykes

Andrew Sykes

Andrew Sykes is the founder and CEO of Habits at Work, a training company based in Chicago that arms revenue-responsible teams with conversation skills and high-impact habits so they can sell more, faster, and keep customers happy, longer.

He grew up in South Africa where he qualified as the youngest actuary at the time, and starting at the tender age of 22, built one of that country’s largest healthcare consulting businesses. As a professional salesperson of 25 years, Andrew has studied and practiced the art of habit creation in organizations and in his own life.


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