The Future of Advice: Trends Every Advisor Needs to Know

Tuesday, August 16, 2022

11:10 AM EDT | 8:10 AM PDT

60 minutes

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The wealth management industry continues to grow and evolve. Savvy advisors need to stay up to date on the most relevant trends that affect both their clients and their practices. In this session, our panel of experts will address some of the most controversial and important topics that every advisor needs to know.  

They include: 

  • How behavioral finance and the psychology of investing is a critical component to any investment discussion you have with your clients.
  • Why digital marketing and social media are becoming essential to organic growth
  • What are crypto assets and why should advisors care
  • How new tech advancements are allowing advisors to grow and scale faster
  • IS the AUM model here to stay or on its way out
  • To niche or not to niche…does client segmentation work for everyone?
  • How diversity can play a pivotal role in your growth strategy

Sponsored by

Speakers

Dr. Preston D. Cherry, CFT-I™, CFP® Headshot

Dr. Preston D. Cherry, CFT-I™, CFP®
Founder & President
Concurrent Financial Planning

Dr. Cherry is the Founder & President of Concurrent Financial Planning and Head of the Financial Planning Program at the UW – Green Bay. Preston specializes in empowering individuals to share stories that inform their financial resources and life’s design to achieve financial wellness. Preston has over 15 years of financial services and academic experience, including financial planning, investment management, published research in top journals, and extensive leadership in the planning profession. He is an Investopedia 100 Top Financial Advisor, President of the Financial Therapy Association, practitioner editor of the award-winning Journal of Financial Planning, and Board Member of the FinServ Foundation. Preston is currently engaged, a cool Uncle, writes poetry, and has a vinyl record collection.

Tyrone Ross Headshot

Tyrone Ross
CEO & Co-founder
Turnqey Labs, Inc

Tyrone Ross is the CEO & Co-founder of Turnqey Labs, Inc and Founder of 401 Financial LLC. Formerly as the CEO and Co-founder of Onramp Invest he raised $7M in venture capital from Gemini’s Frontier Fund, Coinbase Ventures, SoftBank’s Opportunity Fund and others. He has been recognized by Investment News 40 under 40 (2019), and WealthManagement.com as a top ten advisor set to change the industry in 2019. FinancialPlanning.com named him as one of 20 people who will change wealth management in 2020. He was recently named as Investopedia’s Top 100 financial advisors, Think Advisor’s 2021 IA25: VIP’s Pushing Advisors Forward, and most recently acknowledged as one of Barron’s 10 people to watch in wealth management in 2022.

Marguerita Cheng, CFP® Headshot

Marguerita Cheng, CFP®
Founder
Blue Ocean Global Wealth

Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. The chief executive officer of financial advisory firm, Blue Ocean Global Wealth, Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. She takes pride in her ability to make a difference in people’s lives. Rita also volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money to win scholarships for girls.

Rita is a Certified Financial Planner® (CFP®) professional, a Chartered Retirement Planning Counselor, Retirement IncomeCertified Professional®., and a Chartered SRITM Counselor (CSRIC®). She is a member of the CNBC Financial Advisor Council. She is a regular columnist for Kiplinger & US News & World Report, and a past spokesperson for the AARP Financial Freedom Campaign. In addition, she serves as a Women’s Initiative (WIN) Advocate and a member of the Diversity Advisory Group (DAG) for the CFP Board. In 2022, she was named the #4 Most Influential Financial Advisor in the Investopedia Top 100. She named a Woman to Watch by Investment News in 2017.

Suzanne Siracuse Headshot

Suzanne Siracuse
Founder & CEO
Suzanne Siracuse Consulting

Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting, LLC, specializes in advising financial services firms on innovative business strategies, distinctive marketing programs and impactful advocacy initiatives around diversity, financial literacy and next gen talent.

Ms. Siracuse is also the Creator and Host of The Big Reveal Podcast Series where she interviews industry thought leaders and influencers on all things wealth management, but with a twist!

Ms. Siracuse is the former CEO and Publisher of InvestmentNews where she oversaw the vision and strategic direction for all their platforms including print, digital, events and research.

Under her leadership, InvestmentNews launched initiatives to support the evolution of the financial advice profession, specifically in the areas of Practice Management, Women’s Leadership, Diversity & Inclusion, Innovation, NextGen and Financial Literacy.

An industry thought leader, she is a sought-after speaker and moderator on topics ranging from investing and leadership to financial literacy and fintech.

Ms. Siracuse is also a founding member of the Invent Elite consulting consortium, which focuses on developing, launching, branding and operationally supporting broad based technology initiatives for financial services firms.

In addition, Ms. Siracuse is on the Board for the Invest in Others Charitable Foundation, is a member of the Council of Ambassadors for the IWI’s Thrive Center for Diversity and Inclusion and is a board member of Savvy Ladies.In Nov 2020, Ms. Siracuse was recognized by InvestmentNews with the Women to Watch “Trailblazer” award for her commitment to DEI initiatives within the financial services industry. Ms. Siracuse is an active volunteer at the Animal Rescue Fund in East Hampton, NY and an advocate for the humane treatment of animals.She holds a BS in Business from Rider University. She, and her husband, Lee reside in New York City.