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We’re heading out to San Diego this week for Laser App’s 2014 conference, and we couldn’t be more excited! From great speakers and sessions to spending some time on the California coast, it’s going to be a great event. (I mean, have you seen this video for Wednesday night’s off-site event?)



Before you head out to Laser App 2014, here are some tips to help you get the most out of this conference:

Top Sessions for Tech-Savvy Advisors

Technology is evolving faster than ever, and this conference is the perfect place to learn about all of the newest trends. If you’re a tech-savvy financial advisor, be sure to seek out these sessions.

laser app 2014Building Trust Online

      • What: Building Trust Online: How Technology is Changing the Way Advisors Earn Trust with Bill Winterberg
      • When: Wednesday at 9:20 a.m.
      • Why Attend: Bill Winterberg is the founder of FPPad, a top consulting and media resource for financial planners and wealth managers. He is a technology contributor to the Journal of Financial Planning and former technology editor for Morningstar Advisor. Follow Bill on Twitter. 


speaker Michael NessporPlat-FORMS: Advanced Clearing Firm Technology

      • What: How Clearing Firm Technology is Changing with Michael Nesspor
      • When: Wednesday at 11 a.m.
      • Why Attend: Anyone who was able to hear Michael Nesspor speak at INSITE 2014 already knows that this expert from Pershing is full of insights about the future of technology. Find out how clearing firm technology is changing, straight from one of the largest clearing firms in the country.

laser app 2014

The E-sign E-nitiative

      • What: E-signature Implementation Best Practices with John B. Harris
      • When: Wednesday at 1 p.m.
      • Why Attend: As product director at top e-signature provider, SIGNiX, John has seen companies achieve success adopting e-signatures first-hand. He will present implementation tips experienced by SIGNiX’s highest-performing clients. Follow John on Twitter for live updates. 

Apps You Should Download

Guidebook—The Guidebook app is your complete resource for Laser App ‘14. Whether you’re looking for more information about exhibitors or wanting to connect with other attendees on social media, this app is for you. If you don’t want to download the Guidebook app, you can always view the guide online on your mobile device (but you won’t get access to some of the more advanced features). In it, you’ll be able to find:

    • Exhibit hall floor plan

    • Organized agenda (you can customize by track)

    • Speaker bios

    • Exhibitor directory

    • Information about off-site activities 

Twitter logo Update HintsTwitterIf you don't have Twitter on your mobile devices yet, you should try it out during Laser App ’14. Many attendees will be using #laserapp2014 to network with other attendees and vendors. You’ll also probably want to tweet (or retweet) some sound bites of what you’ve learned to share with your followers. Be sure to use #laserapp2014 so other people attending the conference can connect with you. And while you’re at it, follow @signixsolutions to keep updated on conference news as it happens.  


Evernote LOGOEvernoteYou’ll probably be taking lots of notes during the sessions at Laser App 2014. You might be more comfortable with a pen and paper, but if you run out of ink or want something more high-tech, try Evernote. With this app, you can sync notes between all of your devices. So if you take notes on your smartphone but want to view them later on a larger screen, all you have to do is log in.


laser app 2014YelpDon’t spend much time in San Diego? No problem! You can eat like a local by using the Yelp app. Yelp can help you find a restaurant near you and shows you reviews by other diners. Plus, you can sort options by price, type of food and more.


laser app 2014UberIf you’re wanting to explore San Diego but don’t have a ride, check out Uber. This app serves as your taxi service by letting you hail a cab right from your phone. You can store your credit card information within the app, so you don’t need cash to pay for your ride.

Networking 101

A lot of people will be coming to Laser App 2014 with coworkers, and it’s easy to stay comfortable in your small group of peers. But one of the greatest things about Laser App’s conferences is the chance to connect with like-minded financial advisors.

Meals, breaks and happy hours are a great time to break out of your comfort zone and start talking to other financial professionals. Here are some networking tips to make sure you get the most out of the conference:

laser app 2014 conferenceReach out to Laser App attendees before the conference starts. If you have Twitter, this can be as easy as sending a message to someone you know will be attending and ask if they’d like to meet at the conference. Just follow #laserapp2014 to see who’s talking about the conference.

Set networking goals. Instead of aimlessly wandering the halls looking for someone to “network with,” think about your personal networking goals. Are you looking for an established industry leader to serve as a mentor? Want to find a software vendor to partner with? Looking for peers in your geographic area? If you don’t have a plan, you probably won’t leave the conference with connections that fit your needs. 

Send follow-up messages. Once you meet someone at Laser App, it’s a good idea to send a tweet, email or LinkedIn message to let the person know you appreciated their time and that you would like to keep in touch.

Download our eBook "5 Reasons Financial Advisors Love Digital Signatures"

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