We help financial advisors and RIAs build better practices by leveraging the resources of providers. Our free, half-day events bring the best education and value-add resources to 50+ locations across the country.

After 20 successful years as a financial planner, Ross Marino, CFP®, ChFC®, founded Rekon Intelligence to help financial advisors and RIAs build better practices by leveraging the resources of providers.

As success increases, discretionary time decreases. How can advisors stay current with new resources and education when there doesn’t seem to be enough hours in the week? Neither attending national conferences nor meeting one on one with every wholesaler is efficient. Advisors need a convenient and cost-effective way to learn about what’s new and what’s working now. So the team at Rekon created a better way. In 2009, we launched an online database of 401(k) providers, highlighting value-add resources. Feedback was positive, but advisors wanted more.

We attended a national, independent conference in 2010, and watched how few advisors attended and interacted with providers. The depth of available value-add resources was awesome, yet most ‘resources’ remained untouched in a booth. Our industry doesn’t have a resource and education problem, we have a distribution problem. Clients benefit when advisors work with and leverage the resources of providers. We just needed a better way for advisors to learn about what’s new.

So we team decided to host a free, local, half-day symposium focusing on value-add resources from providers. The response from both advisors and providers was overwhelming.

We quickly learned that advisors crave value-add content and education, especially when it is local, fast, and free. So we selected 20+ major cities across the country and officially launched the 401(k) Rekon Advisor Symposiums. As our success continued we planned 85 events for 2011. Currently, approximately 75% events reach maximum capacity, forcing us to close registration early.

Our successful 401(k) symposium led us to launch the Rekon Road Show for financial advisors and RIAs. Unlike the 401(k) events, Road Shows focus on building a wealth management practice. The fast-paced format is identical to the 401(k) advisor events. The only difference what’s included on the agenda.

With over 100 events scheduled for 2011, Rekon Intelligence (including 401(k) Rekon) has become the number one provider of independent financial advisor events. Thousands of advisors will attend our events this year, and we expect to host over 200 events in 2012. Attending national conferences can be a challenge for advisors, so we’re bringing the conference to them.

See our calendar for a location near you.