Market Overview

CFS and SPF Annual Conference Showcases Technology, Investment Business Strategies, and More to Meet Demands of the Future


New hands-on technology workshops, "Tech Hub" with new product demos,
keynote speakers, and 70 sessions address how to thrive in the wealth
management industry of the future

Broker dealers CUSO
Financial Services, L.P.
(CFS) and Sorrento
Pacific Financial, LLC
(SPF) will hold their 2018
CFS/SPF Annual Conference
August 6 – 9, 2018 at the Manchester Grand
Hyatt San Diego. The conference provides financial institution
executives, program managers, financial advisors and other attendees the
opportunity to learn about the latest strategies, trends, technologies,
and solutions impacting the wealth management industry and to gain
knowledge and skills to successfully grow investment programs within
regional banks and credit unions.

The four-day event includes industry expert keynote speakers,
pre-conference educational boot camp, technology workshops, tech hub and
lab, nearly 70 breakout sessions, more than 10 hours of networking, and
more than 50 exhibitors providing the latest products and services to
help attendees improve their practices. The conference theme,
"Fulfilling the Vision," symbolizes CFS and SPF's vision to build the
industry's premier wealth management firm and to help credit unions,
banks, and advisors achieve their visions for investment programs in a
quickly-evolving industry.

This will be the first CFS/SPF annual conference highlighting the
enhancements and resources brought by their holding company, Atria
Wealth Solutions. The combined teams will present the latest
advancements in the upgraded technology platform, enhanced product
solutions, and future plans.

"The wealth management industry is changing, and expectations have
evolved beyond what was working just last year. We are excited to
showcase the new enhancements we've made over the last six months
working with our partners and how our latest and future plans will
exceed our clients' expectations," said Valorie
, president/CEO for CFS/SPF. "Our annual conference is an
opportunity for financial professionals to improve their skillsets,
investment programs, and bottom lines. It's a comprehensive and
interactive environment where attendees get the tools they need to take
their investment programs to the next level. Our goal is for all
attendees to return to their offices with three to five actionable
takeaways that can be incorporated on Monday!"

The 2018 Keynote speakers include:

  • Michael Kitces, partner and director of research for Pinnacle
    Advisory Group, will lead the pre-conference educational boot camp on
    Monday August 6. The presentation will focus on the future of
    financial planning in the digital age.
  • Josh Linkner, chairman and co-founder of The Institute for
    Applied Creativity, will present "Pursuing a Vision Through Start-Up
    Thinking: fresh approaches to growth, change and transformation." This
    presentation will help advisors think like entrepreneurs, adding
    creativity and innovation to their business.
  • Nick Sargen, Chief Economist and Senior Investment Advisor for
    Fort Washington Investment Advisors, will share the latest news on the
    economy, markets, and Capitol Hill, and will provide strategic
    insights on what to expect in the coming year.
  • Stephen Harvill, president and CEO of Creative Ventures, will
    present "Maximize the Impact of the Digital Revolution: The Value of
    YOU!" His session will provide a simple 2-part formula for advisors to
    define the value they provide beyond the digital experience.

Additionally, there will be technology workshops held after the boot
camp. The sessions will feature demos of key technology tools and
services so attendees can feel comfortable and confident integrating
them into their practices. The conference will include a new "tech lab"
offering hands-on, guided instruction on digital business tools. These
breakout sessions provide computers for attendees to follow along on and
learn technology tips. Attendees will also have an opportunity to view
various technology and product solution demonstrations and upcoming
features and functionality of the newly designed platform at the "Tech
Hub." This includes upcoming enhancements to the client portal, advisor
portal, communication tools and more.

An awards program is one of the highlights of the conference. Two new
advisors will be inducted into the Hall of Fame, recognizing individuals
that have consistently brought their passion for service to their
investment programs. CFS/SPF will recognize 97 financial advisors with
Pacesetter Awards, which honors those who have met top production goals
and provided outstanding service to clients.

Registered attendees will have access to a mobile app to keep all
conference-related info at their fingertips. They can use the app to
plan which sessions to attend, connect with other attendees, stay
updated on conference news and more.

Contact Steve Hollenbeck, vice president corporate events, at
for more information about the annual conference.

About CUSO Financial Services, LP and Sorrento
Pacific Financial LLC

CUSO Financial Services, L.P. and Sorrento Pacific Financial, LLC
(Members FINRA/SIPC)
are subsidiaries of Atria Wealth Solutions. Established in 1997, they
specialize in placing investment programs inside credit unions and
banks, providing customized investment and insurance solutions to over
200 financial institutions throughout the country, with $30+ billion in
AUA. Headquartered in San Diego, with branch offices nationwide, both
broker-dealers are SEC
Registered Investment Advisers
, with expertise in key areas
including retirement services, wealth management, advisory solutions and
insurance products for individuals and business customers. For more
information, see
or visit their LinkedIn pages: CFS
and SPF.

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