Symposium Recap

Posted on: December 20th, 2016 by Erika Stanley

On behalf of your home office:


family at J.W. Cole Financial, thank you for making the 2016 Advisor Symposium one for the record books! New Orleans provided the most beautiful weather and inviting atmosphere for our weekend of education, engagement, and entertainment! We appreciate the investment you made back into your business by joining your fellow business owner colleagues for idea sharing and camaraderie. This year’s meeting addressed the changing dynamics of our industry and focusing on the things we can control: our businesses. We challenged you to put your business owner hat on and look at some things a bit differently. That can be accomplished when you “Embrace the Shake” like Phil Hansen’s inspiring story showed us, or by “Running Your Book of Business Like a Business” as Mo Campanella so enthusiastically reminded us all to do. The heart of all of our businesses beats for our people, and Jason Young’s presentation on “Culturtopia” drove home the need to inspire those around us with positivity and a can-do spirit. Dana Marino laid out a framework for building a better business through time-tested practice management te


chniques, while Terry Simpson gave us a bird’s eye view of the global economy through the lens of Blackrock’s impressive investment team. This year our JWCentric sessions were geared toward the Advisor as a business owner, zeroing in on 7 key areas that Top Advisors have mastered in order to achieve success. Your participation in these sessions embodied the spirit of collaboration, where everyone comes armed with an idea, but leaves with many, many more. We’ve never been more certain that the answers to challenges we face can be found among the amazing Advisors we have the great fortune to be partnered with! 2 Our product alliance partners provided an impressive diversity of educational content and expertise during their breakout sessions and through one-on-one interactions with each and every one of you. We could not be more excited about our product alliance partnerships and know that we are well-positioned for the future of our industry because of the strength of these relationships. It wouldn’t be a J.W. Cole Symposium if there wasn’t a bit of celebrating going on… And what a night we had! Our Black Tie Masquerade Ball was where the beautiful people went to be seen on Sunday night! We celebrated the successes of 2016 with numerous awards for our best and brightest. This year’s Advisor of the Year Award winner – Bro


ker/Dealer is Kevin Phillips. Our Advisor of the Year – Advisory is Michael Fioroni. Our Advisor of the Year – Insurance is Jim Sprecher. And our partners at Southern Financial Group: RD Easterling, Ed Cox, and Harry Wayne Parrish, took the coveted Team of the Year Award. We are especially proud of this year’s Jim Bennick Leadership Award winner, Kasia Marczyk, owner of Anchor Wealth Management Group. Just earlier this year Kasia was named one of the top 40 young leaders in the financial advice industry by Investment News. We congratulate all of our award recipients and thank them for making 2016 a phenomenal year! Once again, we thank you for investing time and energy into your business with us in New Orleans earlier this month! We’ve captured some of the best moments from this year’s event in the slideshow video below… Are you featured? Check it out to see! Thank you again and we look forward to seeing you back in sunny Tampa, Florida for our 2017 Advisor Symposium event! – Your friends and business partners at J.W. Cole

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