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October 24 - 25 2019
AE Headquarters

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Take your financial practice to the next level

with the #2 top fastest-growing RIA firm

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Trusted Transition Process

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Close-Up Sales Secrets

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Holistic Technology Platform

What You Can Expect

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    How to seamlessly transition your client portfolio from one platform to another

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    Learn break-through sales strategies from a $200 million producer to propel prospects into action

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    How to use integrated technology to give your clients a complete financial picture

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SPEAKERS

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heath
peterson

Dan Colclasure

AE Wealth Management

VP of Wealth Management Operations

Dan Colclasure

Vice President of Wealth Management Operations
AE Wealth Management

Dan has built and refined a process for smoothly transitioning advisors to the AE Wealth Platform. To date, he has moved more than 300 advisors to the platform.

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Ryan Heath + Ryan Peterson

Copperleaf Capital

Partners

Ryan Heath and Ryan Peterson

Partners
Copperleaf Capital

Throughout his career, Ryan Heath has successfully trained and counseled many of the country’s top advisors with his expertise in building sound financial strategies for clients. He has established and managed two successful independent financial planning companies. He is a public speaker, editorial contributor and former host of the weekly financial radio broadcast, Legacy Financial Hour.

 

Ryan Peterson’s breadth of expertise was developed from more than 20 years of experience in the financial industry. His career has allowed him to experience many different areas of the business, from leadership and training program development to the creation and implementation of advisory infrastructure for some of America’s largest financial institutions.

 

Ryan and Ryan created Copperleaf with a goal of making a difference in people’s lives through financial planning, wealth management, and creating and protecting the financial legacies of their clients.

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jesse

Tom Siomades, CFA®

AE Wealth Management

Chief Investment Officer

Tom Siomades

Chief Investment Officer
AE Wealth Management

Tom Siomades is the Chief Investment Officer at AE Wealth Management bringing over 30 years experience to our platform. He specializes in portfolio management, construction of asset allocation models, manager selection and due diligence, client relationship management and financial markets commentary for media distribution. He brings a rare mix of portfolio management, financial markets knowledge and marketing savvy to AE Wealth and their advisors.

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Jesse Filburn

AE Wealth Management

Wealth Technology Manager

Jesse Filburn

Wealth Technology Manager
AE Wealth Management

Jesse assists advisors integrate the AE Wealth Management technology package into their daily systems and operations, allowing them to access a complete financial picture for their clients.

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October 24 - 25

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Topeka, Kansas