What is the cost?

The event is free for advisors, but not sponsors. All expenses are paid by sponsors. Rekon doesn’t ‘sell’ anything. We simply facilitate meetings for advisors and sponsors.

Who is Rekon Intelligence™?

We’re a team of passionate and dedicated professionals who believe clients will benefit when advisors work with and leverage the resources of providers. Our CEO and founder, Ross Marino, CFP®, ChFC®, has been a planner for 22 years and started Rekon in 2010.

Why would Ross, already a successful planner, feel the need to launch Rekon?

While teaching Retirement Planning and Employee Benefits for the CFP® program, Ross witnessed firsthand how advisors crave content. Unfortunately, the best ‘content’ required traveling to national conferences. Most advisors lack either the time or money to attend. So Ross decided to bring the content of national conferences to local venues.

Are CE credits offered at the symposiums?

Due to the shortened format (30 minutes) for each presenter CE credit is unavailable. The symposiums are designed to bring valuable content to advisors in a timely, efficient and local format.

What’s the difference between 401(k) Rekon symposiums and Rekon Road Shows?

401(k) Rekon events help financial advisors and RIAs grow their retirement plan practice. Rekon Road Shows help independent financial advisors and RIAs grow their wealth management or financial planning practice. 401(k) topics are not part of the Rekon Road Shows.

Both events are free for financial advisors (sponsors supported) and offer a balance of value-add presentations and actionable sales idea from diverse providers.

Who attends Rekon Intelligence sponsored events?

All advisors and RIAs attend 401(k) Rekon events. Rekon Road Shows are primarily independent FAs and RIAs. However, all advisors are welcome at any event. Event attendance averages 35-45 advisors.

Topics

Rekon events bring the same topcis from the best national conferences to local venues. Presentations are 30 minutes, instead of one hour. Each speaker must close with their single best idea to grow or manage a practice. Advisors prefer the ‘single best idea’ format to a long commercial.

Results

Feedback suggests that each presentation is generating between 4-12 appointments. Rekon only facilitates the events for the benefit of advisors and providers. Any follow up activity is strictly between the advisor and wholesaler.