Hightower Advisor Summit Newsletter

FALL 2020
The Evolving RIA Marketplace
Bob Oros led a discussion with Fidelity’s David Canter, Bernie Clark of Charles Schwab and Ben Harrison of BNY Mellon/Pershing on how major custodians are evolving to meet the needs of RIAs and their clients in these uncertain times.
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Building an Agile 21st Century Organization
Retired General Stanley McChrystal drew from his experience as commander of the Joint Special Operations Command to demonstrate why organizations that wish to succeed in our complex modern world must be agile, adaptable and able to respond in a crisis.
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Washington Wisdom with Stephanie Link
Hightower CIO Stephanie Link hosted a fireside chat with her fellow CNBC contributor Michael Farr on the complex political landscape heading into this historic election.
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Prospecting in a Virtual World
Advisors are finding it increasingly difficult to conduct the networking needed to engage new prospects. In this session, MFS Vice President Susan Kay details the many effective ways to move formerly in-person prospecting events online.
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Have an idea for next year's Advisor Summit?

Email us below and let us know what you think!
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