Gradient Securities Annual Meeting 2016

Mission Possible

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September 14-16, 2016 || Gradient Center

2016 Gradient Securities Annual Meeting

Your mission, should you choose to accept it, involves turning one of the industry’s biggest challenges in decades into a windfall for your practice.

The Department of Labor (DOL) Fiduciary Rule changes not only how you earn money, but also adds a layer of scrutiny to an already highly analyzed industry. In addition, there is the pending rise of robo-advisors. The industry is clamoring to compete with these wired foes who are challenging product providers and technology vendors to create more efficient ways to do business.

This mission isn’t for the faint of heart. Many advisors may choose to respond by throwing in the towel and exit the business, causing thousands of consumers to have to begin searching for a new advisor to help service their accounts.

Regardless of what lies ahead, you will not face this mission alone!

Gradient Securities is your committed partner and will provide you with the tools, technology and support to help you thrive while others struggle to survive.

With every mission, technology plays a vital aspect of the service your clients deserve.

To help you succeed in this mission, our proprietary technology platform, KonnexMe, offers proven ways to streamline your practice, provide transparency, and enhance client relationships. And, to help you stay ahead of robo-advisors, we have expanded our technology platform with future offerings such as New Generation Retirement Planning, electronic signatures, and paperless back-office processes.

We encourage you to accept the mission before you: Grow your business by engaging and educating consumers with our unique technology and minimize your administrative costs through automated and effective processes.

Gradient Securities is here to help make this seemingly impossible mission possible!

More Information

Phone: 866-991-1539


Mission Agenda

September 14

  • 3:00pm
    Shuttle 1 Departs Best Western Plus for Gradient Center
  • 3:45pm - 5:15pm
    Welcome and Annual Compliance Meeting
  • 5:00pm
    Shuttle 2 Departs Best Western Plus for Gradient Center
  • 5:15pm - 7:00pm
    Shaken Not Stirred Welcome Reception at Gradient Center
  • 7:00pm
    Shuttle Departs Gradient Center for Best Western Plus

September 15

  • 7:00am - 7:30am
    Continental Breakfast at Best Western/Hilton
  • 7:30am
    Shuttle Departs Best Western/Hilton for Gradient Center
  • 8:00am - 8:30am
    Mission Possible: Secrets of Success
  • 8:30am - 9:00am
    Employee Retirement Income Security Act (ERISA), DOL, and You
  • 9:00am - 10:00am
    Retirement Plan Advisory Services DOL/ERISA
  • 10:00am - 10:15am
  • 10:30am - 11:15am
    Transitioning Your Practice
  • 11:15am - 11:45am
    Flexible Plan Investments - Your Partner in Active Wealth Management
  • 11:45am - 12:15pm
    New Generation Retirement Planning System
  • 12:15pm - 12:45pm
    The Wright Portfolio Solutions
  • 12:45pm - 2:00pm
  • 2:00pm - 2:30pm
    Using Market Movement Solutions to Cycle Proof Your Investment Process
  • 2:30pm - 3:00pm
    The Paradigm Shift From Passive to Active Money Management
  • 3:00pm - 3:30pm
    RBC Managed Account Solutions
  • 3:30pm - 4:30pm
    Security Benefit Group
  • 5:15pm
    Shuttle Departs Best Western Plus for Paradise Charter Cruises
  • 6:15pm - 9:15pm
    Licensed to Party: Paradise Charter Cruises
  • 9:15pm
    Shuttle Departs Paradise Charter Cruises for Best Western Plus

September 16

  • 7:00am - 7:30am
    Continental Breakfast at Best Western/Hilton
  • 7:30am
    Shuttle Departs Best Western/Hilton for Gradient Center
  • 8:00am - 9:00am
    The Emotional Investor
  • 9:00am - 9:30am
    Exploring Exchange Traded Funds (ETFs)
  • 9:30am - 9:45am
  • 9:45am - 10:15am
    Adapt to Survive
  • 10:15am - 10:45am
    How to Charge Fees With Confidence
  • 10:45am - 11:30am
    Economic Outlook and Market Forecast
  • 11:30am - 12:00pm
    KonnexMe and Generational Vault
  • 12:00pm - 12:15pm
    Mission Debrief
  • 12:15pm
    Boxed Lunch
  • 12:30pm
    Shuttle Departs Gradient Center for Minneapolis Airport

Download Full Agenda

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Gradient Securities

For representative/firm use only. Securities and investment advisory services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC is not affiliated with or endorsed by the Department of Labor or any government agency.