Vegas welcomed 75 partner companies from the Sanctuary network

INDIANAPOLIS, November 16, 2022 /PRNewswire/ — Sanctuary Wealth, home to the next generation of elite advisors, has launched OASIS 2022, November 14-16 at the Mandalay Bay Resort in Vegaswhere partners and friends of the firm gathered in person for the first time since 2019. The three-day event was designed to provide attendees with opportunities to collaborate, communicate and celebrate.

“The richness of Sanctuary has grown significantly across the board since 2019, when we were last able to meet at Indianapolis,” said Jim DicksonCEO and Founder of Sanctuary Wealth. “We are thrilled to have the opportunity to be together in person as we recognize the success of our partner companies and articulate our plans to continue this dynamic growth trajectory.”

The conference began with a presentation by the CEO Jim Dickson on “The Future of Independence”. Also speaking on day one, the Sanctuary investor David Oak, CEO and founder of Kennedy Lewis Investment Management, which discussed credit markets and economics. He was followed by Marc Tibergienrespected practice manager and industry thought leader, who offered insights on how advisors can thrive in the independent space.

Vince FertittaPresident of Sanctuary Wealth, delivered opening remarks on day two, followed by remarks from Massimo Guiati, Co-CEO, Azimut Group, another Sanctuary investment partner, and a presentation by Mary Ann Bartel, Chief Investment Strategist, Sanctuary Wealth, who provided an update on markets and the economy. Other second day speakers included Liz Manibay of Schwab Consulting on the industry benchmarking study of Schwab and Ned Dane by AIdentified on “Smart Data for Business Development.”

The last day, Bob Walterpresident of Sanctuary Wealth, presented Ainslie SimmondsPershing X, and his presentation on “Transforming the Wealth Management Industry Through Technology”.

The final session of the program included two highly anticipated panel discussions with participants from across the Sanctuary network. “Building a world-class wealth management platform” included Jene HoosierHead of Platform Strategy, Sanctuary Wealth; Shanelle Grisso, Education and Community Platform Manager, Sanctuary Wealth; and ryan beckHead of Platform Integration at Sanctuary Wealth.

The panel was followed by “Building Your Brand” hosted by Carmen Irazola, Head of Marketing, Sanctuary Wealth. Panelists included Tom StadiumFounder and CEO, Fjell Capital; Robert Gilliland, Managing Director and Senior Wealth Advisor, Concenture Wealth Management; and Grace SpeckmanFinancial Advisor, Evans May Wealth.

Participants had multiple opportunities to attend a series of Drivers of Growth breakout sessions on: using insurance to accelerate and improve the planning process; use the Sanctuary Solutions toolkit; generate alpha with structured notes; and earning and serving business owners and business executive customers driven by Sanctuary’s diverse partners. Sanctuary has also created a growth village for advisors looking for additional resources for their practices, including marketing, search engine optimization, media relations, branding, and more.

To learn more about Oasis 2022, please visit: www.oasis-sw.com.

About Sanctuary Wealth

Sanctuary Wealth (sanctuarywealth.com/) is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Sanctuary Wealth’s partnered independence ecosystem provides a comprehensive technology and operational platform, along with the support of a community of like-minded advisors and invaluable affiliate business resources. Currently, the Sanctuary Wealth Network includes partner firms in 28 states across the country with approximately $25 billion in assets under deliberation. Sanctuary Wealth includes wholly owned subsidiaries; Sanctuary Advisors LLC, an SEC registered investment adviser, Sanctuary Securities, Inc., a FINRA member broker, as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global and Sanctuary Global Family Office.

SOURCE Wealth of the Sanctuary

About The Author

Related Posts