LAN Fall Fly-In: Nashville 2023

Join your peers before dinner for a meet and greet at the Hotel Indigo's Countrypolitan Bar.

Sponsored by Capitaliz

Enjoy dinner with your peers at the Hotel Indigo's Countrypolitan restaurant.

Hosted by ValuCompass

Have breakfast in the Rhinestone room and get set up for the day. We will begin the meeting promptly at 8:30.

Learn the latest insights and marketing opportunities from EPI's Scott Snider, President; Josh Koza, Business Development Manager; and Paige Wysocki, Director of Marketing.

Hear from ValuCompass' Chuck Richards what business owners say they really want and need from an advisor.

Rick and Brian will walk you through a case study using our core tech platform, ValuCompass. Learn from Rick about his recent AHA moment using VC with clients and understand the advantage and value he believes Discover, Protect, Align and Roadmap provide him and his business owner clients.

Jarrod will introduce business development and discovery tools, marketing materials and consulting support through his team that is available to members.

Enjoy lunch, a break and a moment to chat with fellow members. If you need help with LAN's GlueUp or SharePoint platforms, catch Catherine during this time.

Meet Sharon and hear about Wealth Strategist Team services designed to support your HNW business.

Zach will provide updates on how Capitaliz is benefitting advisors and their business owner clients and ways you can use the tool to grow your business.

Hear how Bennett and Eric are teaming up to accelerate the growth of their firms and leverage their unique talents to best serve business owner clients.

Learn how Melinda and Joe are collaborating to earn new business, with Capitaliz at the core.

Joe will take us into his process, insights, and recommended solutions of a recent case.

Learn how to best use GlueUp and SharePoint, participate in meetings and view the soon-to-launch LAN website.

Connect with your colleagues at the hotel or on a walk and dream up new ideas for business. Or take a rest before dinner.

We'll walk two blocks to the Black Rabbit—a true ode to old Nashville and the storied past of the historic Printer's Alley neighborhood in which it resides. Nashville chef Trey Cioccia (The Farm House) has crafted a cocktail bar and restaurant reminiscent of the early 1900s speakeasies that permeated Printer's Alley once upon a time in downtown Nashville.

Black Rabbit is housed in a historic building dating back to the 1890s and attributes its name to a bygone New York cocktail bar. The space was once the law offices of Frank Ragano, legal counsel for Jimmy Hoffa and other notable figures of mafia notoriety, and is built around its intriguing history showing off 16-foot ceilings, exposed brick and original hardwood flooring. We left many of the original details intact in order to preserve the old-school energy that was already abundant throughout the building.

Have breakfast in the Rhinestone room and get set up for the day. We will begin the meeting promptly at 8:15.

Learn from an expert in this area about protection-based planning and 409-A and non-409-A scenarios through a rich discussion incorporating case studies.

Lee will share the ins and outs of using a 162 bonus plan for companies to incentivize and reward key employees.

Al will share his approach to services for business clients, including a personal financial planning program offered through employers to their employees. Don't miss this session that may be a new revenue path for your practice through cross-selling with Al.

Hear updates and provide feedback to these committees Tools & Playbooks, Strategic Relationships, Membership & Practice Enhancement.

Catherine will lead a best practice sharing and ideation session. Bring your best practices, ideas and questions to share and learn from others about what's making their work more efficient and profitable, their business owners more abundant, and their employees more successful.

We'll discuss what you liked from this meeting, what you want and need from LAN, what you'd like to see at the next Fly-In and more. Take this time to share your feedback and input.