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X-WR-CALDESC:Events for Beacon Capital Management
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DTSTART;VALUE=DATE:20260602
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UID:1033881-1780358400-1780617599@beaconinvesting.com
SUMMARY:United Planners National Conference
DESCRIPTION:National conference for United Planners advisors covering investment insights\, practice management\, and business development strategies. \n* All times are listed in ET (Eastern) time zone
URL:https://beaconinvesting.com/event/united-planners-national-conference/
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DTSTART;TZID=America/New_York:20260609T160000
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SUMMARY:Growth Without Marketing: Winning the Rollover Opportunity
DESCRIPTION:What if your next wave of growth didn’t come from more marketing\, but from doing more with the clients you already have? \nAccording to Cerulli’s Advisor Metrics 2025\, approximately 40% of new asset flows come from existing clients moving assets held elsewhere. In other words\, a significant growth opportunity is already in your book. \nJoin us for a practical session focused on capturing rollover assets and uncovering held-away accounts using two proven approaches: \n\nGrowth Without Marketing – leveraging existing client relationships to drive growth\nRollover Focused Campaign in a Box – a simple\, ready-to-use framework to turn opportunities into real conversations and action\n\nThis session is built to be actionable. We’ll cover: \n\nWhere rollover opportunities are already sitting in your book\nHow to identify and prioritize the right clients\nOutreach strategies that get responses\nTurning conversations into asset movement\n\nIf growth has started to feel like it requires more time\, more content\, or more complexity\, this session offers a different approach. \n* All times are listed in ET (Eastern) time zone \nRegistration Link: https://attendee.gotowebinar.com/register/3919818781242051424
URL:https://beaconinvesting.com/event/growth-without-marketing-winning-the-rollover-opportunity/
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DTSTART;VALUE=DATE:20260615
DTEND;VALUE=DATE:20260620
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UID:1033884-1781481600-1781913599@beaconinvesting.com
SUMMARY:Sigma/Axtella Nexus (Top Producer)
DESCRIPTION:Exclusive conference for top-producing advisors focused on networking\, strategic insights\, and growth opportunities. \n* All times are listed in ET (Eastern) time zone
URL:https://beaconinvesting.com/event/sigma-axtella-nexus-top-producer/
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