2016 Topics

The 2016 NTSA 403(b) Masters Summit will be organized around three unique and progressive modules.

To view the full Summit agenda click here.

Growing Your Business

Growing one’s business means different things to different people. Perhaps growing your business means more assets, clients, or employees. Or perhaps it involves personal growth and improving the quality of both your life and your family’s future. This module will break down all of these subjects, allowing discussion with leading advisors in the field.

Market Updates and Investment Strategies

Many are becoming comfortable with the extreme volatility and increased uncertainty in today’s economy, but is this the new normal? In this module, industry and economic experts will discuss the various factors driving current economic conditions, and identify strategies for advisors to address clients’ needs and concerns.

Optimizing Your Practice

Are you wondering how to better organize your practice? Interested in elevating the level of your client experience and enhancing your firm’s profitability? This module will help you streamline your practice via a variety of methods, including analyzing your customer base to better understand your firm’s position within the competitive landscape.

Each module will begin with a plenary session followed by an interactive response panel in three strategic tracks: Technical Support, Advisor Business Practices and Advisor Marketing. All three modules include a study group in which peers and panelists interact and discuss the issues covered in the response panels.

The modules are designed to provide attendees with a dynamic learning experience and engaging conversations about the critical challenges facing the industry.