2024 MMI Leadership Pathway Seminar

Intentionally Building Your Personal Leadership Toolkit

The Annual Talent Trends research conducted by Ms. Freeman’s firm provides a lens into the skills and priorities of leaders in today's evolving market, offering insights into which skills are being prioritized and those that next-generation leaders are expected to possess. In this session, Ms. Freeman focuses on various methods of demonstrating leadership, drawing from extensive experience gained through assessing successful leaders during executive-level searches. Learn how to maximize your potential by identifying your leadership strengths, passions, and opportunities for career development.

Speaker: Kathy Freeman, Founder and CEO, Kathy Freeman Company

Elevate to Dominate: Navigating Beyond Burnout

This session addresses the intense pressures faced by financial services professionals, offering a transformative workshop for overcoming burnout and anxiety. Drawing upon her own experience, Ms. Rainwater provides a beacon of hope, highlighting the pervasive issues while introducing a neuroscience-backed approach to building resilience. Gain insight into the challenges presented by the industry, acquire science-based knowledge about mental well-being, learn practical tools for managing stress, and receive personalized strategies for enhancing both professional and personal performance.

Introductory Remarks
Nicole Turner, Director of Product Marketing Strategy, Annuities and Structured Settlements, Pacific Life Advisory

Speaker: 
Violet Rainwater, The Rainmakers Way

Concurrent Breakout Sessions:

Attendees will have the opportunity to attend both sessions.

Breakout 1: 
8,000 Days
Retirement should be redefined as more than just life after work. In this session, Mr. McManus explores the evolving landscape of retirement, which now includes options such as continued employment, part-time work, or even career changes. The outdated notion of retirement as a period of relaxation is challenged as we delve into this extended life stage spanning around 8,000 days. Gain an understanding of the myriad opportunities available and how to help clients craft a fulfilling narrative for their retirement journey. Through insightful guidance and strategic planning, individuals can learn to navigate this phase of life with confidence and purpose. Don't miss out on discovering how to help your clients shape their retirement into a vibrant chapter filled with possibilities!

Speaker: Bill McManus, Vice President, Applied Insights Team, Hartford Funds

Breakout 2:
U.S. Retail Asset Management Industry Update, Spring 2024
Assess the strategic landscape in U.S. retail distribution through the lenses of both advisor and investor perspectives. In this session, Mr. Foreman marries advisor and investor sentiment with empirical data to help you better understand the drivers of demand. He will explore the trajectory and rationale behind trends in product usage, such as active ETFs, in addition to covering the state of relationships between investors and advisors, and what it means for advisor practices going forward.

Speaker: Ryan Foreman, Associate Principal, Broadridge Financial Solutions

Graduation of the Class of 2022 

All attendees are welcome!

6:00 PM - 7:30 PM

1 Hour 30 Min(s)

Offsite Reception

After celebrating the Leadership Pathway Class of 2022, we will reconvene at Earls Bar + Kitchen for an evening of gourmet selections in their signature space. 

All attendees are welcome!

Earls Downtown Denver
1600 Glenarm Place, Unit 140
Denver, CO 80202
303.595.3275

Better Leading Through Better Tools: Optimize Talent Using the Predictive Index (PI)

The Predictive Index (PI) is a validated personality assessment that measures individual drives, needs, motivations and workstyles. It’s a powerful tool for investing in individual and team development. FS Investments leans on the PI for its own employee development. Participants in this session can utilize this assessment to enhance team dynamics, jumpstart workplace effectiveness and implement tailored coaching strategies for themselves, their employees, and their organization.

Speaker: 
Steve Hopkins, Director, Organizational Performance, Wipfli

Establishing Your Personal Board of Directors

In this session, Mr. Beckel delves into the transformative power of establishing a personal board of directors to propel career advancement. He will highlight the many benefits of curating a diverse network of advisors, mentors, and supporters to provide valuable insights and guidance. Learn how leveraging the collective wisdom and perspectives of a personal board can help you navigate career challenges, seize opportunities, and cultivate professional growth. Through real-world examples and interactive discussions, you will gain practical strategies and resources for building and nurturing your own personal board of directors.

Speaker: 
Richard Beckel, Senior Manager, Practice Management and Teams, RBC

Leadership Insights: Mastering Personal Branding

Over the course of the conference, we’ve heard discussions about how important it is to build up your skill set and create a positive reputation for yourself. In this session, hear directly from leaders in wealth management, fintech, and asset management as they discuss the importance of building a personal brand, how they’ve built theirs, and how the “brand” of their own employees has an impact on decision-making at a leadership level.

Moderator: 
Mindy Freedman, Vice President, Direct Indexing Specialist, Fidelity

Speakers:
Adam Pollak, Head of APL Sales, InvestCloud
Frank Riccio, Head of Sales and Strategic Relationships, First Eagle
Darryl Traweek, Senior Vice President, Divisional Director, Private Client Group – West, RBC