Kovack Financial Companies National Conference Information

2021 Virtual Conferences


 

Kovack 2021 Virtual National Conference

Thank you to those Representatives and staff members that participated in Kovack’s Virtual National Conference. If you were not able to attend or need a refresher, the recordings are available below:

Monday

  • “Chairman’s Welcome” By Brian Kovack [Video]
  • “Kovack Financial Home Office Update” By Chris Mills [Video / Presentation (PDF)]
  • “State of the Regulatory Environment” By Dale Brown, FSI & Chris Mills [Video]
  • “It’s Not Just What You Say, But How You Say It” By Jimmy Pomerance [Video]
  • “Personal Security Insights- Proven Strategies for Safeguarding Your Wealth and Family” By Gary Rossi, Fidelity [Video / Presentation (PDF)]
  • Tuesday

  • “The Advisors Guide to Getting More from Your Marketing” By Rebecca McMurry, AdvisorStream [Video]
  • “Growing Your Business Through Advanced Planning” By Jason Borek, The Pinnacle Group [Video / Presentation (PDF)]
  • “Tips to Digitize Your Wealth Management Firm Leveraging Docupace” By Joel Friedman, Docupace [Video]
  • “Enhance the Advisor – Client Experience, While Growing and Protecting Your Practice” By Jeff Olsen, RiskPro [Video]
  • “Fidelity Institutional’ s Intermediary Platforms: Wealthscape’s Digital Journey” By Andrew Bronneck, Fidelity Institutional [Video]
  • “Navigating the Envestnet Platform” By Ashley Glover, Envestnet [Video]
  • Wednesday

  • “Advisory Conversations: Optimizing the Delivery of Advice” By Jeff Caruso, Pershing [Video / Advisor Guide / Presentation (PDF)]
  • “2021 The Value of an Advisor” By Nancy Fahmy, Russell Investments [Video / Presentation (PDF)]
  • “New Rules for the Retirement Crisis” By Carlos Barbosa, Horizon Investments [Video / Presentation (PDF)]
  • “Preparing for the Certainty of Uncertainty” By Blaise Santiago, Orion [Video / Presentation (PDF)]
  • “Don’t Fear the Fallout: Your SECURE Act Rollover Survival Guide” By Sylvain Templeman, The Pacific Financial Group [Video / Presentation (PDF)]
  • “How Do I Justify Proper Bond Allocations to Clients in this Market?” By Michael D. McNiven, Senior Vice President, Cumberland Advisors [Video]
  • Thursday

  • “Why Institutions are Allocating to Alternatives” By Adam Hanson, Griffin Capital Securities [Video / Presentation (PDF)]
  • “The Reopening Boom is Here” By Bryce Gill, First Trust Portfolios [Video]
  • “2021 Fixed Income: Products, Services & Market” By Michelle Rogers & Matt Johnson First Trust Portfolios, L.P. [Video / Presentation (PDF)]
  • “Annual Compliance Meeting” By Melinda Wolfe, Rick Slavik & Andrew Wolfe [Video / Presentation (PDF)]
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    Kovack’s 2021 Administrative Professionals Virtual Conference

    Thank you to those Representatives and staff members that participated in Kovack’s Administrative Professionals Virtual Conference. If you were not able to attend or need a refresher, the recordings are available below:

  • “President’s Welcome” By Chris Mills [Video]
  • “New Accounts & Cashiering Overview” By Winnaa Wright, Dominique Dowling & Lorelei Flueck [Video / Presentation (PDF)]
  • “Account Services” By Roxanne McClam [Video / Presentation (PDF)]
  • “Kovack Advisory” By Michel Tsaparlis [Video / Presentation (PDF)]
  • “Kovack InTouch 4.0 Site Navigation” By Keith Hlasny [Video / Presentation (PDF)]
  • “Docupace: eSignature Processing, Tracker BI and Redtail” By Keith Hlasny & Natashaw Mangal [Video / Presentation (PDF)]
  • “RiskPro General Overview” By Keith Hlasny [Video / Presentation (PDF)]
  • “Compliance Overview” By Melinda Wolfe, Rick Slavik & Dawn Bliss [Video / Presentation (PDF)]
  • “Bond Desk Research Capabilities and Simon Training” By Michelle Rogers [Video / Presentation (PDF)]