Agenda: 2025 WISE Member Meeting

Wednesday, October 15, 2025
6:00 PM - 9:00 PM	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