Chalice Financial Network Set to Host BooST 2020 Business Solutions and Technology Conference on March 2-4 in San Diego

Share Article

Ron Fiske serves as Master of Ceremonies and Dr. Richard Swart to speak on the Future of FinTech at BooST 2020 conference.

Chalice to host BooST 2020 Conference in San Diego, March 2-4

We couldn’t be happier to introduce some of the greatest and brightest minds and solutions to our guests at the BooST conference.

Chalice Financial Network™, an online member-based digital marketplace for independent, small- and mid-sized business owners, invites independent business owners and financial professionals to participate in the BooST 2020 Business Solutions and Technology Conference, an event specifically designed to provide the tools and technology they need to better run their businesses.

The conference, set for March 2-4, 2020 at the Kona Kai Resort and Spa in San Diego, features sessions with dynamic industry experts who are focused on “Next Gen” trends, new tech, and insightful ideas geared toward helping attendees grow their small- and mid-sized businesses. Attendees will learn how to gain operational efficiencies from business solution technologies, find new ways to reduce operational expenses by as much as 25-30%, and understand how they might better enhance their overall enterprise value. Ron Fiske, known for organizing dozens of successful industry events, will serve as the Master of Ceremonies.

Dr. Richard Swart, a globally recognized authority on FinTech and alternative finance, will present a keynote address on the future of FinTech. His work looks at the intersection of technology changes, access to finance and investment capital, and social impact. Other session titles include: Alt Investments and Their Role in Advisory Practices; The Emergence of Cryptocurrencies as a New Asset Class; Mergers and Acquisitions and Their Role in Fueling Advisor Growth; Personal Trust: What Should Trust Do For Your Practice and Clients; Advisor Liquidity Options for Organic and M&A Growth; Risk Management: Investment and Business Mitigants; and More Than Reg BI Compliance Issues for 2020 and Beyond

“After 30-plus years in this industry, first as a financial advisor myself and now an independent business owner as well, I know all too well the challenges of starting, running, growing, and scaling a business through technology and M&A,” said Keith Gregg, chairman and CEO, Chalice Financial Network. “We couldn’t be happier to introduce some of the greatest and brightest minds and solutions to our guests at the BooST conference.”

Other event highlights include a beachside dinner and a cocktail networking session. The conference is open to all financial professionals, and Chalice members attend free of charge.

More information is available at https://connect.chalicefn.com/BooST2020.

About Chalice Financial Network™
Chalice Financial Network™, is an exclusive member-benefit organization dedicated to empowering today's small to mid-sized advisor. More than 51,000 members find solutions to their business challenges daily. Through the digital marketplace—Chalice Advisor Exchange™— the network provides access to best-in-class wealth management products and services in pursuit of the economies of scale and operational efficiencies advisors want and need to succeed. The community also provides unique peer-to-peer networking and collaboration opportunities creating a forum for sharing ideas and best practices to help strengthen members collectively. For more information, visit http://www.chalicefn.com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Holly A Ferris
Visit website

Media