Hollywood,
Florida Event Aligns Inspiring Keynotes, Strategically
Valuable Breakouts and Community-Building Networking for Industry's
Most Elite Financial Advisors
Conference Provides First Opportunity for
Sanctuary and tru Independence Partner Firms to Engage, Connect and
Learn Together Since Combination of Enterprises in May 2024
INDIANAPOLIS,
Oct. 18,
2024 /PRNewswire/ -- Sanctuary Wealth (Sanctuary),
providing elite financial advisors the freedom, flexibility,
control and choice to thrive in an evolving industry, announced the
conclusion of its annual Oasis national conference that took place
in Hollywood, Florida, at The
Diplomat Beach Resort Hotel, October
16-18.
The conference saw record attendance, with more
than 500 participants, including advisors and registered assistants
from Sanctuary and tru Independence Partner Firms, strategic
partners, executive leadership and home office staff. This is the
first time tru Independence Partner Firms have gathered in the same
event since Sanctuary's acquisition of tru in May 2024.
Community Building and One-on-One Learning
Opportunities
Sanctuary was built on the premise that the whole
can be greater than the sum of it's parts and fosters a culture
with a steel-sharpens-steel mentality where the best make each
other better. Community building is the primary goal of Oasis, and
the conference provided many opportunities for advisors to
reconnect, share ideas and build deeper personal connections with
each other. Many attendees are former wirehouse advisors and
relatively new to the independent model, so networking among these
colleagues with common experiences is particularly valuable.
Sanctuary once again hosted its popular Growth
Village for advisors who wanted to hear from home-office
specialists on implementing value-added resources for their
practices, from marketing and branding to search engine
optimization and media relations.
Conference Theme: Bold Ambition
The 2024 Oasis theme was Bold Ambition, a
call for attendees to take decisive action to continue to thrive in
the evolving wealth management industry. It included three days of
keynote addresses, interactive breakout sessions and
community-building networking opportunities with peers from across
the growing network.
Adam Malamed, CEO
of Sanctuary Wealth, opened the conference by reminding the
audience, "Be bold, innovate, and respond to client demand—or risk
being left behind. Independent wealth management firms have never
had a greater opportunity for growth, and this momentum will
continue. Our conference aims to help Partner Firms recognize
industry trends and take strategic action to capture these
opportunities for client success and business growth."
The Nexus of Value
As a platform provider, Sanctuary is committed to
staying ahead of industry trends — focusing not just on where the
industry is, but where it's headed. This ensures that advisors have
a strategic partner that continues to build offerings that will
support them well into the future, enabling them to deliver lasting
value to their clients.
Malamed added, "Sanctuary is investing to equip
affiliated advisors with the tools, products, and solutions
necessary for flexibility, growth and long-term success in this
dynamic industry."
At this year's conference, Malamed introduced
Sanctuary's Nexus of Value, a forward-looking framework built to
ensure advisors have a platform that evolves with them.
The Nexus of Value focuses on three core
components: Client Engagement, Digital Agility, and the
Foundational Elements of independent wealth management businesses.
These elements converge to meet the growing and evolving demands of
clients' needs for more personalized services, advanced digital
solutions and operational efficiency.
Vince Fertitta,
Co-President of Sanctuary Wealth, who oversees all recruitment for
the firm, added, "Elite advisors have more choices than ever before
when considering independence, and those who have chosen Sanctuary
bet on themselves."
Co-President Bob
Walter added, "You bet on yourself, but you put your faith
in Sanctuary to provide the tools and technology to win."
Impressive Keynotes and Valuable Educational
Sessions
Keynotes for this year's conference included
experts who embody the Bold Ambition theme. Speakers
included Mike "Coach K" Krzyzewski a Naismith Hall of Fame
basketball coach, five-time national champion at Duke and a six-time gold medalist as head Coach of
the US Men's National Team; Marcus
Luttrell, the former Navy SEAL, bestselling author of
Lone Survivor and Co-Founder of the Lone Survivor
Foundation; Julian Castro, Political
Analyst, NBC News and MSNBC; and Morgan
Ortagus, CEO and Founder of Polaris National Security and
former spokesperson of the State Department.
Attendees also heard updates from Sanctuary
executive management, including Adam
Malamed, CEO; Vince Fertitta,
President; Robert Walter, President;
and Mary Ann Bartels, Chief
Investment Strategist.
The conference provided multiple opportunities
for attendees to identify and develop growth-oriented, actionable
business strategies at a series of breakout sessions hosted by
Sanctuary's strategic alliance partners. Stand-out topics included
"Private Markets Are Hot: Popular Sectors for Every Type of
Investor," "Chasing Positivity: The New Art of Client Attraction,"
which focused on mindset and client growth strategies; and "The
Big, Bold, and the Beautiful – Introducing Wove by BNY Pershing"
that provided insights into the cutting-edge operating system
transforming the wealth management industry. These sessions
highlighted critical trends and tools advisors can leverage to fuel
their business growth.
Sanctuary Enhancing its Platform with Bold and
Ambitious New Solutions
During Oasis, Sanctuary's executives announced
several enhancements to its platform, allowing Partner Firms to
better position their practices for success in the evolving wealth
management industry while continuing to service their clients with
distinction.
- Digital Asset Platform: Sanctuary is excited to
announce a digital asset platform that will be available to
advisors by the end of the year. Built on a foundation of
education, training, due diligence and research Sanctuary Wealth
advisors will now be able to recommend certain ETFs, models and
alternatives in the fast growing digital asset class.
- Wove: At Oasis, attendees were given details of the
expansion of its multi-custodial wealth management platform through
a new partnership with BNY Pershing. The recently announced
clearing, custody and technology agreements will provide Sanctuary
Partner Firms access to BNY Pershing X's Wove wealth management
platform even with assets held with other custodians and is
designed to help connect an investor's complete financial picture
in one place. Wove will allow Sanctuary to continue its growth
momentum while offering elevated services to its Partner Firms.
- Affiliation Program: Sanctuary is rolling out a
curriculum to complement the capital it provides to support Partner
Firm's inorganic growth efforts. Sanctuary's high revenue and asset
standards preclude some advisors from establishing their own
Partner Firm on its platform, and many advisors choose to join
existing Partner Firms. Others meet the criteria but prefer to join
forces with someone who has already established a firm. The new
program formalizes Sanctuary's commitment to preparing and
supporting its Partner Firms in absorbing such inorganic growth
opportunities.
- Jump AI: Advisors in the Sanctuary network now have
full access to Jump's Advisor AI software to cut meeting-related
admin time by up to 90% while improving the client and advisor
experience. Jump's AI tools enable an AI-enhanced client meeting
cycle by putting meeting prep, notes, CRM updates, client recap
emails, financial planning data, and follow-up tasks on AI
autopilot.
- Google Testimonials: Sanctuary Wealth is pleased to
announce that Google Testimonials have been officially approved for
advisor use in line with SEC guidelines. Advisors can now leverage
this powerful tool to enhance their marketing and client engagement
strategies.
Malamed concluded, "I'd like to thank the
advisors and their staff members who took time away from their
businesses to attend, especially those from tru Independence who
joined us for the first time. I'd also like to thank our strategic
alliance partners, who presented terrific content and supported the
conference, and our Sanctuary home-office team, who planned and
executed a high-quality and flawless event."
About Sanctuary Wealth
Sanctuary Wealth (sanctuarywealth.com) is the
advanced platform for elite advisors with the entrepreneurial
spirit to build, own and create lasting equity in their practices
while delivering clients the tailored service they deserve. It is
committed to providing partner firms with unequaled freedom,
flexibility, control and choice through an ecosystem of partnered
independence that offers a complete technology and operations
platform, support from a community of like-minded advisors and the
resources of invaluable affiliated businesses. Sanctuary Wealth
offers a Hybrid, Multi-Custodian, Shared ADV platform through its
Sanctuary brand and a Multi-Custodian, Own ADV model through its
tru Independence brand.
Currently, the Sanctuary Wealth network includes
more than 120 partner firms in 30 states nationwide, with
approximately $42 billion in assets
on platform. Sanctuary Wealth consists of the wholly owned
subsidiaries: tru Independence and Sanctuary Advisors LLC,
SEC-registered investment advisers, Sanctuary Securities, Inc., a
FINRA member broker-dealer, as well as Sanctuary Alternative
Holdings, Sanctuary Asset Management, Sanctuary Insurance
Solutions, Sanctuary Global, and Sanctuary Global Family
Office.
Media Contacts for Sanctuary Wealth
Donald Cutler or
Joseph Kuo
Haven Tower Group
424-317-4864 or 424 317 4851
dcutler@haventower.com or jkuo@haventower.com
View original
content:https://www.prnewswire.com/news-releases/sanctuary-wealth-successfully-concludes-annual-oasis-national-conference-emphasizing-importance-of-bold-ambition-in-fast-evolving-wealth-management-industry-302279946.html
SOURCE Sanctuary Wealth