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Advisors to Watch Summit 2024 Survey
1.
How satisfied were you overall with this event?
Not satisfied
Average
Very satisfied
Clear
2.
What was your reason for attending? (Please check all that apply).
To network with other investment professionals
Learn ways to grow my business
Ask top investment advisors about their business practices
Gain intelligence that can be applied to my investment strategy
Other (please specify)
3.
How likely are you to attend this event next year?
Not Likely
Likely
Very Likely
Clear
4.
What was the best/most useful session for you?
Bullish on Wealth Management (Ron Kruszewski)
Billion Dollar Advisor Spotlight (Joe Montgomery)
How to use Options ETFs within Portfolios (Tony Marek, Manali Patel & Dan Yang)
Markets, the Economy and Impact of the Election (Mary Ann Bartels)
Trends and Nuance in the Advisor Marketplace (Tim Bello)
AI-Powered Growth: The Edge of Data-First Firms (Geoff Clauss)
Rainmakers Aren’t Born, They are Made (Robb Baldwin)
Panel: Mastering Inorganic Growth through M+A (Brandon Kawal, Scott Danner, Scott McCaffrey, Chris Mone & Chris Reedy)
Fueling Organic Growth with AI-Powered Advanced Planning Tools (Jesse Frehling & Ian Finnerty)
Aligning Values with Investments (Thomas Sagissor & Patricia Baum)
How to Navigate Investing in Dividend ETFs in a Falling Rate Environment (Eric Beyrich)
Top Advisor Spotlight (Sarah Carlson & Kimberly Sanders)
Fiduciary First Client Banking (Scott Wetzel)
How Tech is Transforming Defense & Security (Pedro Palandrani)
Empowering Expansion: 3 Pillars to Scaling (David Fleisher)
Panel: Mastering Organic Growth (Olivia Eisinger, Bob Milligan, Robert Russo & Greg Banasz)
Winning Client Relationships Through Transparency and Collaboration (Monish Verma)
Developing a Billion Dollar Brand (Greg Banasz)
What Keeps Me Up at Night: FINRA 2025 (Matt Baum)
5.
What was the
second
best/most useful session for you?
Bullish on Wealth Management (Ron Kruszewski)
Billion Dollar Advisor Spotlight (Joe Montgomery)
How to use Options ETFs within Portfolios (Tony Marek, Manali Patel & Dan Yang)
Markets, the Economy and Impact of the Election (Mary Ann Bartels)
Trends and Nuance in the Advisor Marketplace (Tim Bello)
AI-Powered Growth: The Edge of Data-First Firms (Geoff Clauss)
Rainmakers Aren’t Born, They are Made (Robb Baldwin)
Panel: Mastering Inorganic Growth through M+A (Brandon Kawal, Scott Danner, Scott McCaffrey, Chris Mone & Chris Reedy)
Fueling Organic Growth with AI-Powered Advanced Planning Tools (Jesse Frehling & Ian Finnerty)
Aligning Values with Investments (Thomas Sagissor & Patricia Baum)
How to Navigate Investing in Dividend ETFs in a Falling Rate Environment (Eric Beyrich)
Top Advisor Spotlight (Sarah Carlson & Kimberly Sanders)
Fiduciary First Client Banking (Scott Wetzel)
How Tech is Transforming Defense & Security (Pedro Palandrani)
Empowering Expansion: 3 Pillars to Scaling (David Fleisher)
Panel: Mastering Organic Growth (Olivia Eisinger, Bob Milligan, Robert Russo & Greg Banasz)
Winning Client Relationships Through Transparency and Collaboration (Monish Verma)
Developing a Billion Dollar Brand (Greg Banasz)
What Keeps Me Up at Night: FINRA 2025 (Matt Baum)
6.
What was your biggest takeaway from the event?
7.
If you attended, how would you rate the women's breakfast?
Unsatisfactory
Average
Very satisfactory
Clear
8.
How would you rate 583 Park Avenue?
Unsatisfactory
Average
Very satisfactory
Clear
9.
What did you like most about 583 Park Avenue?
Quality of service
Food and beverage options
Convenient location
Ambiance and Lighting
Other (please specify)
10.
What other topics/content would you like us to cover?
11.
How could we improve this event?
12.
If you would like to offer a testimonial, please write it below. Thank you.
13.
Please provide your details below (optional).
Name
Company
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