Welcome to the 2024 Alliance Fall Forum Keynote Dinner featuring the 2024 Alliance Young Professionals Awards.

Thank you for joining us for a night of celebration as our expert panel of judges recognizes the brightest young professionals in the family wealth industry!

Agenda

Wednesday - October 23

6:15 pm   Ballroom Opens 

6:35 pm   Opening Remarks 
Rachel Hyman, President, The Family Wealth Alliance 

6:40 pm   Build Belonging: Every Business a Club, Every Client a Member 
Dennis Moseley- Williams, Founder DMW Strategic Consulting  

Organic growth is driven by brand loyalty. Each loyal customer is an ambassador who can introduce your service or product to others. Using examples from Harley Davidson, Lululemon, Dutch Bros, and Taylor Swift, Dennis Moseley-Williams will demonstrate the power of rethinking your client relationships. This shift doesn’t just lead to more revenue and business – it does so with less effort and cost. You’ll learn how to craft an experience that goes beyond transactions, weaving in ideas and identity to forge deep connections. Discover how to build a tribe of loyal clients who support and amplify your brand, ensuring sustainable success in an overcrowded and competitive market. 

Key takeaways: 

• Understanding the importance of creating a community rather than a client base. When clients feel they belong, they are more loyal, invest more money, and refer more easily. 
• Introduction to key frameworks of CX design so that advisors can create more client value, and therefore profits for their practice. 
• Embracing the concept of Membership to enhance client satisfaction and loyalty. 

7:15 pm   2024 Alliance Young Professionals Awards 

Remarks on the Awards & Future of the Industry 
Wende Headley, CEO, Quantum Financial Advisors 

Recognition of YPA Winners 
Wende Headley, CEO, Quantum Financial Advisors 
Andrea Ayres, Director, Family Office, Brown Advisory 
John Castrucci, National Managing Director, RSM 

8:15 pm   Closing Remarks 
Rachel Hyman, President, The Family Wealth Alliance 

9:00 pm   Event Concludes