Awesome! @tonyrobbins to Open at @MarketCounsel’s #MSUM14

Entrepreneur, author & peak performance strategist will address independent investment advisers on December 8th, 2014 in Las Vegas

Englewood, NJ – Nov. 12th, 2014 – Last week, MarketCounsel (www.marketcounsel.com), the leading business and regulatory compliance consultant for independent investment advisers and those considering independence, announced the final speakers and faculty for MarketCounsel Summit 2014.  But today, MarketCounsel announces the addition of world-renowned life and business strategist Tony Robbins to the agenda for MarketCounsel Summit 2014. Just weeks after the release of his new book, “Money: Master the Game: 7 Simple Steps to Financial Freedom,” Tony will speak to 500 of the country’s preeminent independent investment advisers on opening night of the annual MarketCounsel event.

“Tony is a powerful force for change, a champion of entrepreneurs, and an ardent believer that every investor deserves access to fiduciary advice,” said Brian Hamburger, MarketCounsel’s founder, president and CEO. “His passion for empowering people to achieve financial freedom is inspiring, and we’re honored to have him joining us for the MarketCounsel Summit.”

As reported in a recent Fortune Magazine cover story, Tony’s latest book was “born out of a sense of moral outrage following the financial crisis of 2008.” Looking to deliver a higher standard of unbiased, actionable guidance to everyday investors, Tony embarked on a mission to democratize financial services. He leveraged his professional relationships to conduct interviews with the most successful figures in the investment community, including Carl Icahn, T. Boone Pickens, Charles Schwab, Ray Dalio and Jack Bogle.

“I am excited that someone who truly connects with everyday Americans finally ‘gets it’ and wants to drive positive change,” said Hamburger. “Tony’s book is a call to action for investors to take control of their own financial futures, and his principles and beliefs will resonate deeply with our audience of independent investment advisers.”

As one of the most sought-after speakers in the world, more than four million people from over 100 countries have attended Tony’s live seminars, speaking engagements or training programs. He is a recognized authority on the psychology of leadership, negotiation, organizational turnaround, and peak performance, and an award-winning speaker who has addressed such distinguished audiences as the British Parliament, Harvard Business School, Vice President Al Gore’s Putting Customers First Conference, and the World Economic Forum. In 2006, he was invited to speak at the prestigious Technology, Entertainment and Design (TED) Conference, attended by the world’s most influential thinkers and leaders. His speech remains one of the top ten most viewed in the history of TED, with more than twelve million views.

Following Tony’s remarks on opening night, MarketCounsel will feature “Early Riser” Workshops on each day of the conference:

  • David Canter, executive vice president at Fidelity Institutional Wealth Services, will share provocative insights about how the industry and the demographics of investors are changing and how the successful advisory firms are innovating to step up to the opportunity.
  • Brinker Capital’s Phil Green and Live Oak Bank’s Steve Smits will participate in a discussion entitled “Capital Options Fuel Your Growth,” moderated by Paul Lally, president of Gladstone Associates.
  • Orion Adviser Services’ director of design, Jud Mackrill and CEO and co-founder of Riskalyze, Aaron Klein will deliver a stirring Summit-capping presentation on how integrated technology can enable traditional advisers to build and maintain a sustainable competitive advantage over online-only ‘robo advisers.’

More details about The MarketCounsel Summit including agenda details, attendee registration, sponsorship opportunities, and speaker nominations are available at www.mcsummit.com. Registration is limited and the event is, once again, expected to be at capacity. Those planning on attending are encouraged to secure registration immediately.

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For media inquiries or to obtain press credentials for the Summit, please contact Jason Lahita at (310)575-2509 or jason.lahita@ficommpartners.com.

For press inquiries for Tony Robbins, please contact Jennifer Connelly at (917) 757-7662 or jconnelly@jcprinc.com.

 

About MarketCounsel

MarketCounsel is the leading business and regulatory consultancy to some of the country’s preeminent independent investment advisers throughout their lifecycle. From its roots in 2000, MarketCounsel has been steadfast in its mission to deliver solutions to the challenges faced by entrepreneurs in a fast growing industry and has emerged as one of its most effective advocates.

From the initial launch of an investment adviser to its outsourced compliance platform to its business growth and succession strategies, MarketCounsel consistently delivers extraordinary service and trusted counsel by leveraging advanced technology and sound business processes. The MarketCounsel Summit is the annual gathering for the country’s top independent investment advisers and serves as both spark and catalyst for conversation among industry leaders.

Offering 360° of RIA knowledge, advice and guidance, MarketCounsel is the most trusted partner throughout the lifecycle of an independent adviser and works with these business owners at all stages.  MarketCounsel provides true end-to-end business solutions for advisors, from start-up through exit. Visit www.marketcounsel.comfor more information.

 

About The MarketCounsel Foundation

The MarketCounsel Foundation supports the independent investment adviser movement through research, advocacy, and awareness; a direct supporter of innovative financial education; and leading an effort to provide support, mentoring, and placement to would-be entrepreneurs. Visit www.marketcounsel.org for more information.

 

About The MarketCounsel Summit

Investment advisers face an evolving landscape of challenges in protecting their practice while in pursuit of the limitless opportunities in growing their business.  The Summit is designed by a team that admittedly rebuts the usual lecture-based, “talk at you” conferences.  Instead, the Summit’s objective is to create an incomparable forum for advisers to engage and interact among industry leaders to develop a sound strategy for addressing challenges while forming actionable plans for taking advantage of opportunities.

Already hailed by the financial press historically as one of the few “elite conferences” in the industry, the Summit features general sessions and interactive workshops that run morning ‘til night, over three days in the desert.  The agenda is stacked with well-orchestrated extracurricular events that provide for unmatched opportunities to ‘continue the conversation’ among advisors, speakers and the industry’s top service providers, including a can’t-miss opening reception and a live auction to benefit the MarketCounsel Foundation. Visit www.mcsummit.com for more information.

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