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Overview: A thought-provoking and reflective session that provides insights into the psychological barriers that often deter advisors from letting go of client management responsibilities and planning for a transition. This session aims to shed light on the underlying reasons why many advisors hesitate to consider their succession, despite its critical importance. We will explore a range of emotional and cognitive factors, including attachment to clients, fear of the unknown, and the challenge of identity transition. This session is not only for advisors contemplating retirement but also for potential successors. It gives valuable insights into creating an empathetic and understanding approach towards the transition process. Participants will gain strategies to address these psychological barriers, both for themselves and in conversations with others. This session is designed to encourage more open and effective planning for succession, ensuring a smoother, more successful handover for both sellers and buyers. Session Leader: Casey Jorgensen, SVP, Relationship Management, Dynasty Financial Partners CE Credit

Overview: Step into the Dynasty Lab to test the future of WealthTech. This interactive and engaging experience is designed for attendees to get hands-on with the latest innovations in Dynasty’s proprietary technology. Explore a suite of cutting-edge products tailored to enhance the efficiency and effectiveness of wealth management practices. CEO & RIA Analytics: Discover how this tool answers the pivotal question, "How is My Business Doing?", providing deep insights into business performance and client trends. Advisor Workstation & SSO Hub: Experience a streamlined 'single pane of glass' approach, integrating essential information and workflows, simplifying daily tasks for advisors and their teams. Dynasty Protect: Test this innovative prospect data collection application, designed to offer a secure and seamless client experience, ensuring privacy and ease of use in client interactions. Dynasty CRM 3.0: Explore the latest iteration of our CRM tool, crafted to scale, service, and grow your business, with enhanced features for managing client relationships and business operations more effectively. This session is a must-attend for anyone looking to stay ahead in the rapidly evolving world of wealth management technology. Experience firsthand how these tools can revolutionize your approach to wealth management. Session Leader: Leslie Dentinger, Deputy Chief Technology Officer, Dynasty Financial Partners CE Credit

Overview: This vital session will address the challenges and strategies central to attracting and onboarding top talent in the wealth management industry. Many firms within the Network face hurdles in crafting a compelling employee value proposition, sourcing skilled professionals, and balancing the industry's demands for commitment and hard work with attractive career opportunities. This presentation will focus on best practices for not only attracting but also effectively integrating new talent into an organization. Key topics include: Enhancing Your Employee Value Proposition: Attendees will learn how to clearly communicate the unique benefits and career opportunities their firm offers. Effective Talent Sourcing: Attendees will explore strategies for identifying and attracting the right candidates who can thrive in the wealth management sector. Onboarding for Success: Attendees will discover methods to ensure the smooth integration of new employees into their firm's culture and operational processes. This session is designed to provide actionable insights and practical solutions, helping Network Firms to not only attract but also train the best talent, setting the stage for sustained success and growth. Session Leader: Gordon Ross, Chief Client Officer, Dynasty Financial Partners CE Credit