Advisors gain fresh insights, real connections at Designed Securities' unique in-person event
According to Wealth Professional, Designed Securities has carved a niche in the crowded wealth management industry with its annual October conference.
This year’s event centred on the theme of “culture, collaboration, and customization,” offering financial advisors a reflective and engaging environment that contrasts with the typical scripted and product-focused formats of other industry events.
“The truth is, we could have had a simultaneous virtual feed, like many of our competitors, but it’s impossible to replicate the energy, trust, and raw dialogue that happens face-to-face,” said Konopaski.
The conference prioritised transparency, authenticity, and open dialogue, aligning with the season’s reflective spirit and helping advisors prepare for the year ahead.
Designed Securities focuses on challenging the status quo with its carefully curated topics and speakers.
A session led by Aviso Wealth provided a practical approach to artificial intelligence, showing advisors how AI could enhance daily workflows rather than dwelling on theoretical advancements.
“Most advisors aren’t even using ChatGPT,” noted Konopaski, emphasising the need for actionable insights.
Another session, titled ‘What Scares You in the Next 12 Months?’ tackled real industry challenges, ensuring that attendees left with fresh, practical perspectives.
Balancing the demands of compliance with advisor-centric content, the event limited product presentations to under two hours over its three days.
“Our advisors are here to learn and engage, not just sit through sales pitches the entire week,” explained Konopaski. This approach resonates with both attendees and sponsors, who appreciate the focus on meaningful engagement rather than promotional content.
The conference also fostered a sense of community by maintaining its commitment to in-person gatherings.
Konopaski highlighted the importance of face-to-face interactions, saying, “If you want the real story, you have to be here in person.”
The event created an environment where independent advisors could connect on a professional and personal level, with curated networking opportunities based on shared interests and practice elements.
Designed Securities’ conference stands out by prioritising transparency, balancing regulatory constraints with valuable content, and providing an intimate, authentic experience for financial advisors.
For those seeking a meaningful and engaging event, it remains a rare opportunity to connect, reflect, and set a strong foundation for the coming year.
