Vantage Point Financial partners David Griswold and Ashley Ott were recently invited to speak on two panels at a national educational conference for independent financial advisors. Hosted by Commonwealth Financial Network®, the nation’s largest privately held Registered Investment Advisor–independent broker/dealer, the event drew nearly 2,000 affiliated advisors, staff, guests, and sponsors from across the nation. Participants gathered in Austin, Texas, November 7–10, 2018, 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 “Elevate: Inspire|Aspire|Motivate,” the conference encouraged attendees to elevate themselves in every facet of their personal and professional lives—from their relationships to their personal brand to their client service. Keynote speakers included Commonwealth CEO Wayne Bloom and 43rd president of the United States George W. Bush.
The first panel David and Ashley were invited to speak on was entitled "Creating Financial Advisor Career Opportunities That Appeal to Women." David, Ashley, and the other panelists spoke about what they are doing to create work environments that are attractive to up-and-coming women advisors, and brainstormed ideas for everyone—females and males alike—to craft cultures and career paths that appeal to women.
David and Ashley were invited to sit on a second panel entitled "Next-Gen Talent: From Intern to Partner." The session focused on how to bring young advisors into practice and how best to structure the development path for an aspiring advisor. David shared his story, from his recruitment of Ashley six years ago to her ascent to a partnership role at the firm today.
"Ashley worked very hard to become an equity partner and is now a leader in the financial advising industry regarding how to do it. I'm so grateful to work with the best possible financial advisor and business partner!" said David.
The event room was packed, interest was high, and the response afterward was extremely positive!