No appointment necessary.

Advisor Incentive Compensation Consultations provide full training and resources for incentive compensation. Whether you’re a new advisor or are just looking to deepen your understanding, engage in detailed walkthroughs of Oracle reporting tools, hands-on Salesforce training tailored to compensation needs, updates on the latest compensation plans, and insights into quarterly expectations and best practices.

No appointment necessary.

Advisor Incentive Compensation Consultations provide full training and resources for incentive compensation. Whether you’re a new advisor or are just looking to deepen your understanding, engage in detailed walkthroughs of Oracle reporting tools, hands-on Salesforce training tailored to compensation needs, updates on the latest compensation plans, and insights into quarterly expectations and best practices.

No appointment necessary.

Advisor Incentive Compensation Consultations provide full training and resources for incentive compensation. Whether you’re a new advisor or are just looking to deepen your understanding, engage in detailed walkthroughs of Oracle reporting tools, hands-on Salesforce training tailored to compensation needs, updates on the latest compensation plans, and insights into quarterly expectations and best practices.

Elevate how you build client portfolios with the latest insights like the misunderstanding of the relationship between economic data and market performance. We will discuss the increasing doubts about the traditional 60/40 portfolio and why capital market assumptions are much lower the next 20 years than the last 20 years. We will also talk about how to be a CEO of your client’s life and where to lean into for growth, and finally, we will use behavioral finance to help clients achieve their wealth goal.  

No appointment necessary.

Advisor Incentive Compensation Consultations provide full training and resources for incentive compensation. Whether you’re a new advisor or are just looking to deepen your understanding, engage in detailed walkthroughs of Oracle reporting tools, hands-on Salesforce training tailored to compensation needs, updates on the latest compensation plans, and insights into quarterly expectations and best practices.

No appointment necessary.

Advisor Incentive Compensation Consultations provide full training and resources for incentive compensation. Whether you’re a new advisor or are just looking to deepen your understanding, engage in detailed walkthroughs of Oracle reporting tools, hands-on Salesforce training tailored to compensation needs, updates on the latest compensation plans, and insights into quarterly expectations and best practices.

No appointment necessary.

Advisor Incentive Compensation Consultations provide full training and resources for incentive compensation. Whether you’re a new advisor or are just looking to deepen your understanding, engage in detailed walkthroughs of Oracle reporting tools, hands-on Salesforce training tailored to compensation needs, updates on the latest compensation plans, and insights into quarterly expectations and best practices.

No appointment necessary.

Advisor Incentive Compensation Consultations provide full training and resources for incentive compensation. Whether you’re a new advisor or are just looking to deepen your understanding, engage in detailed walkthroughs of Oracle reporting tools, hands-on Salesforce training tailored to compensation needs, updates on the latest compensation plans, and insights into quarterly expectations and best practices.

Texas A&B

Transformative implications for the economy, markets and investing.
This session qualifies for 1 NASBA CPE credit and 1 CFP® CE credit. Field of Study: Information Technology

Members of Mariner leadership will provide practical insights for aspiring and emerging leaders to consider as they navigate their own leadership journey.

This session qualifies for 1 NASBA CPE credit. Field of Study: Personal Development

Learn why we focus on common-sense design, review and implementation of insurance solutions to meet our client’s specific asset accumulation, protection and transfer goals.

This session qualifies for 1 NASBA CPE credit and 1 CFP® CE credit. Field of Study: Specialized Knowledge

Private Investments have been an area of recent growth within the investment ecosystem. It is a powerful way for advisors to differentiate their practice and add value for their clients. Learn more about the Private Investments investment landscape, Mariner’s offer within Private Investments, as well as allocation thoughts for 2025 and Mariner’s private investments platform into the future. We will also be joined by Audie Apple of Fidelity Investments to discuss the hottest area of private investments over the last two years, private credit, in a fireside chat
This session qualifies for 1 NASBA CPE credit and 1 CFP® CE credit. Field of Study: Finance

Advising business owners is one of the great opportunities for Mariner to grow. It is also a powerful way for advisors to specialize in a niche area and tap into the $14T of privately owned businesses that are going to change hands in the next 10 years. Learn what Mariner is developing to provide industry leading advice for business owners, and what resources we are putting in place to help wealth advisors accomplish this.
This session qualifies for 1 NASBA CPE credit and 1 CFP® CE credit. Field of Study: Specialized Knowledge

This session is exclusive to Mariner Institutional only. A discussion around the Institutional Business Unit goals that support overall enterprise missions and learn more about some of the initiatives we will be focusing on to help achieve those goals.

Various Business Unit Leaders and Subject Matter Experts

Dallas 1 & 2

Behind every advisor is access to a team of advisors. These breakout sessions will have various team members available from Tax, Specialty Tax, Trust, Estate Planning, Insurance, Investment Banking, Institutional, Workplace, CPA Alliance, Advanced Planning and Investments. Meet with the various teams to learn more, ask questions, talk about a specific client/prospect and overall, how to better engage with and utilize our various experts to support our growth efforts.

This session qualifies for 1 NASBA CPE credit and 1 CFP® CE credit. Field of Study: Specialized Knowledge

No appointment necessary.

Advisor Incentive Compensation Consultations provide full training and resources for incentive compensation. Whether you’re a new advisor or are just looking to deepen your understanding, engage in detailed walkthroughs of Oracle reporting tools, hands-on Salesforce training tailored to compensation needs, updates on the latest compensation plans, and insights into quarterly expectations and best practices.

Review of 2024 successes and lessons learned, and looking ahead to 2025 strategy and execution.

Review of 2024 successes and lessons learned, and looking ahead to 2025 strategy and execution.

Review of 2024 successes and lessons learned, and looking ahead to 2025 strategy and execution.

Review of 2024 successes and lessons learned, and looking ahead to 2025 strategy and execution.

Review of 2024 successes and lessons learned, and looking ahead to 2025 strategy and execution.

This session is exclusive to Mariner Institutional only. How to retain clients using the Institutional client assessment and service standards.

No appointment necessary.

Advisor Incentive Compensation Consultations provide full training and resources for incentive compensation. Whether you’re a new advisor or are just looking to deepen your understanding, engage in detailed walkthroughs of Oracle reporting tools, hands-on Salesforce training tailored to compensation needs, updates on the latest compensation plans, and insights into quarterly expectations and best practices.

Specialty Tax Services is one of many offerings that set Mariner apart from other financial services firms. Learn more about what this team does, how to identify opportunities and earn more business.

This session qualifies for 1 NASBA CPE credit and 1 CFP® CE credit. Field of Study: Taxes

Dive into the power of the CPA Alliance and gain a comprehensive understanding of how to leverage it effectively and position your practice for substantial growth.

Discover the subtle ways language shapes client relationships in wealth management. Leveraging insights from the psychology of financial planning, this presentation will introduce actionable tools for building trust and fostering authentic connections from the very first conversation.

This session qualifies for 1 NASBA CPE credit and 1 CFP® CE credit. Field of Study: Communications and Marketing

Would you like to learn more about how we are bringing our institutional and wealth management capabilities to organizations and their employees? In this session, you will hear success stories and best practices from the Workplace team and your peers. Don't miss this opportunity to gain valuable insights to take to your clients!

Learn how advisors are leveraging the distinct capabilities of Mariner Ultra to win new business and expand services to existing client relationships.

This session is exclusive to Mariner Institutional only. Learn more about our organic growth goals and what we will need to do to achieve them.

Various Business Unit Leaders and Subject Matter Experts

Dallas 1 & 2

Behind every advisor is access to a team of advisors. These breakout sessions will have various team members available from Tax, Specialty Tax, Trust, Estate Planning, Insurance, Investment Banking, Institutional, Workplace, CPA Alliance, Advanced Planning and Investments. Meet with the various teams to learn more, ask questions, talk about a specific client/prospect and overall, how to better engage with and utilize our various experts to support our growth efforts.

No appointment necessary.

Advisor Incentive Compensation Consultations provide full training and resources for incentive compensation. Whether you’re a new advisor or are just looking to deepen your understanding, engage in detailed walkthroughs of Oracle reporting tools, hands-on Salesforce training tailored to compensation needs, updates on the latest compensation plans, and insights into quarterly expectations and best practices.

Join Field, Practice Management, and Tax leaders for a panel discussion on how tax strategies and internal resources can help drive client attraction and retention for your book of business.
This session qualifies for 1 NASBA CPE credit and 1 CFP® CE credit. Field of Study: Specialized Knowledge

Discover solutions and resources available to help your executive clients maximize the value of their compensation & benefits packages, save time, and deliver sound financial advice that leads to peace of mind.

This session qualifies for 1 NASBA CPE credit and 1 CFP® CE credit. Field of Study: Specialized Knowledge

Learn more about our internal strategies and solutions, and how to best leverage them with the appropriate clients.

This session qualifies for 1 NASBA CPE credit and 1 CFP® CE credit. Field of Study: Finance

The Estate and Gift tax exemption is the highest it has ever been. A potential sunset is on the horizon at the end of 2025, but there is an increasing likelihood of tax reform. How do we approach clients and prospects in this time of uncertainty? Hear the best practices shared at the recent conference hosted by the Heckerling Institute on Estate Planning featuring the nation’s preeminent estate planning experts and trust professionals.

This session qualifies for 1 NASBA CPE credit and 1 CFP® CE credit. Field of Study: Taxes

This session is exclusive to Mariner Institutional only. Discover how fully integrating Institutional into the broader organization will allow us to leverage corporate functions, scale our business, focus on profitability and continue providing our clients with superior services.

Various Business Unit Leaders and Subject Matter Experts

Dallas 1 & 2

Behind every advisor is access to a team of advisors. These breakout sessions will have various team members available from Tax, Specialty Tax, Trust, Estate Planning, Insurance, Investment Banking, Institutional, Workplace, CPA Alliance, Advanced Planning and Investments. Meet with the various teams to learn more, ask questions, talk about a specific client/prospect and overall, how to better engage with and utilize our various experts to support our growth efforts.