In an trade stuffed with scripted displays, predictable codecs, and a deal with a seller’s proprietary merchandise, Designed’s occasion gives a refreshing distinction. His staff has crafted an expertise that aligns with autumn’s spirit of reflection and transition, serving to advisors reconnect with their objective, discover actual trade points, and set a powerful basis for the approaching yr.
Curating talking subjects that problem the established order
Designed Securities is selective with its talking subjects and presenters, specializing in voices that push boundaries relatively than reinforce the established order. This yr’s agenda included a speaker from Aviso Wealth who provided a sensible take a look at synthetic intelligence for advisors, shifting past the hype to indicate how AI can enhance each day workflows. “Most advisors aren’t even utilizing ChatGPT,” Konopaski notes. “They wish to know the way AI will truly impression their work, not simply theoretical developments.”
One other session, titled “What Scares You within the Subsequent 12 Months?” invited audio system to chop to the chase and confront actual trade challenges and uncertainties. These subjects, too daring for a lot of conferences, resonate with the agency’s viewers. By selecting audio system who don’t shrink back from powerful questions, Konopaski’s staff ensures that advisors depart the convention with contemporary, actionable insights they will’t get elsewhere. The convention is full of alternatives to take conversations in instructions you usually can’t.
Balancing content material and compliance with advisor-centric periods
In an trade ruled by strict laws, internet hosting a convention for monetary advisors means navigating complicated compliance guidelines. Konopaski’s staff expertly balances these constraints with content material that advisors really need. Product displays, usually the main target at different conferences, are restricted to lower than two hours over the three-day occasion, making certain that sponsors don’t overshadow the tutorial worth. “Our advisors are right here to study and interact, not simply sit via gross sales pitches the whole week,” he explains.
This advisor-first method doesn’t go unnoticed by sponsors. The biggest asset managers in Canada worth the possibility to attach with Designed Securities’ viewers on a extra genuine stage. “For a lot of asset managers, this convention is a uncommon alternative to satisfy impartial advisors who aren’t tied to proprietary merchandise,” Konopaski shares. By conserving the convention’s deal with advisors’ wants, Designed provides an expertise that stands out from the group.
