2025 WISE Member Meeting
2025 WISE Member Meeting
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Agenda

Wednesday, October 15, 2025
6:00 PM - 9:00 PM
Welcome Networking Reception
Thursday, October 16, 2025
7:30 AM - 8:00 AM
Registration and Breakfast
8:00 AM - 8:10 AM
Opening Remarks
8:10 AM - 8:40 AM
Industry Keynote - Market Strategy for Wealth Managers in Volatile Times
8:40 AM - 9:25 AM
Industry Keynote - Looming Growth Crisis: Why Your Client Base May Be a Ticking Time Bomb
9:25 AM - 9:40 AM
Break
9:40 AM - 12:00 PM
WISE Meeting
12:00 PM - 1:00 PM
Lunch
1:00 PM - 1:30 PM
Building Margins and Relationships Through Value-based Pricing
1:30 PM - 2:00 PM
Datos Keynote - Ways to Attract Top Advisors
2:00 PM - 2:20 PM
Impact Award Presentations
2:20 PM - 2:30 PM
Break
2:30 PM - 3:15 PM
Executive Roundtable Discussions
3:15 PM - 3:45 PM
Networking Break
3:45 PM - 4:25 PM
The Future of Platform Integration-Building the Ultimate Advisor Workstation
The Rollover Revolution: Best Interest Standards, Documentation, and Digital Solutions
4:25 PM - 4:35 PM
Break
4:35 PM - 5:05 PM
Industry Keynote - Three Future Focused Pillars for Client Growth
5:05 PM - 5:25 PM
Impact Award Presentations
5:25 PM - 6:30 PM
Closing Remarks and Reception

*Subject to change

OCTOBER 16, 2025 | NEW YORK, NY

2025 WISE Member Meeting

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