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.
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