David and Ashley Present at National Conference for Financial Advisors, 10/12/17

National Presentation 2017
 

 

Founder David Griswold and Partner Ashley Ott of Vantage Point Financial in Boston, MA, recently presented at a national educational conference for independent financial advisors. David and Ashley participated in a panel discussion regarding recruiting and developing the next generation of financial advisors. They gave personal insights and advice to other advisors attending the session who are looking for ways to bring younger partners into the field. The session was attended by Wayne Bloom, CEO of Commonwealth Financial Network®.

The conference, hosted by Commonwealth Financial Network®, the nation’s largest privately held Registered Investment Advisor–independent broker/dealer, drew 1,641 affiliated advisors, staff, guests, and sponsors from across the nation. Participants gathered in San Diego, California, October 11–14, 2017, where they connected and collaborated with peers, colleagues, and industry partners to strengthen their leadership skills and enhance the high-end service that they provide to clients.

With the theme “Personal Currency: Human Connections | Patterns for Success,” the conference encouraged attendees to explore how the relationships that they build, nurture, and sustain—both professionally and personally—influence their success.

Members of Commonwealth’s leadership team addressed attendees, with Bloom speaking candidly about the firm’s decision-making process—specifically addressing how valued input from and open lines of communication with advisors have helped inform and drive decisions with regard to the Department of Labor fiduciary rule. Bloom expressed appreciation for and a resolute commitment to Commonwealth’s 1,710 advisors and affirmed that, looking ahead, they are perfectly positioned for success. John Rooney, managing principal of the firm’s San Diego office, highlighted some key growth milestones for the firm. Brad McMillan, chief investment officer, provided perspective on the markets and economy.

Renowned keynote speakers offered topical remarks tailored specifically to an advisor audience. In an informal “fireside chat,” Madeleine Albright, Secretary of State (1997–2001), joined by Commonwealth’s Joni Youngwirth, managing principal, practice management, offered insights about effective diplomacy. Citing being prepared, being yourself, and maintaining a sense of humor as critical elements to building bridges, Albright outlined the real keys to diplomacy as the ability to put oneself in another person’s shoes and to have a clear understanding of what the other person wants. Ken Blanchard, author, leadership expert, and cofounder of international management training and consulting firm The Ken Blanchard Companies®, spoke about the innate leader in everyone, encouraging all to bring a positive mind-set to personal interactions and to practice humility. International portrait photographer Platon brought the conference theme to life, sharing powerful personal stories about connecting on a human level with his subjects—from Bill Clinton to Vladimir Putin—to tell the most authentic story possible through his photographs.

David and Ashley attended a wide array of educational sessions, panel discussions, and networking events on topics ranging from wealth management, retirement opportunities, and business growth strategies to the changing regulatory landscape, evolving fiduciary responsibilities, and information security and privacy issues.