How to Get the Most From a 401(k) Conference (Seriously)
In this interview, John Sullivan from 401k Specialist speaks with Ross Marino, CEO of Rekon Intelligence, at the Excel 401k Show in Las Vegas. Marino explains that the event is designed specifically for financial advisors, with a consistent focus on practice growth and management. The conference emphasizes peer-driven content—most speakers are active advisors—which fosters relatable insights and practical strategies.
Marino highlights that the agenda deliberately centers on two major advisor concerns: growing their practice and managing it efficiently. This year’s sessions were crafted to be especially growth-centric, offering real-world guidance from those still in production.
One key innovation of the conference is its closing session, where attendees are guided to identify and commit to their top three actionable goals. Marino believes the success of any conference lies in what attendees do when they return to their offices—so this session helps them define their goals, anticipate challenges, and determine next steps to achieve tangible results.
Marino’s favorite part? The peer interaction. Advisors find immense value in learning what others are doing, which sparks new ideas without needing to copy others’ exact approaches.
READ MORE FROM THE CONFERENCE:
It’s a Wrap: Excel 401(k) Conference Has Best Year Yet
Fiduciary Rule or Not, This Makes Sense—2018 Excel 401(k): The Advisors’ Conference
What 401(k)s Teach Us About HSAs—2018 Excel 401(k): The Advisors’ Conference
2018 Excel 401(k): The Advisors’ Conference—Your Reputation Depends on This…
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of 401(k) Specialist and Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots. Experienced financial services content executive specializing in creative new media delivery. He joined the American Retirement Association in 2023 as Chief Content Officer, overseeing communications for the organization, as well as its sister organizations.
