Morningstar Investment Conference – 2017
Stop by the Social/Digital Hub and determine what’s next for you on the social/digital spectrum.
In today’s digital-first world, it’s more important than ever for financial advisory firms to create and maintain a strong digital presence. Marie Swift of Impact Communications (www.ImpactCommunications.org) and Blane Warrene of QuonWarrene (www.QuonWarrene.com) – along with other digital enthusiasts from Morningstar, Impact and QuonWarrene – will be on hand to help you solve your biggest digital communications challenges, from creating a compliant content plan, to creating a professional "platform" as an individual personification of your character and expertise, to the gadgets and gizmos you need to bring it all to life.
Stop by to pick their brains, complete your Online Gap Analysis, hear short "Platform Talks" (including a Q&A with digital rock star Michael Kitces), win free copies of Michael Hyatt's bestselling book "Platform" and put your card in for the grand prize drawing: a drone complete with HD video camera and a safety manual. You will find the Social/Digital Hub conveniently located just outside of the General Session / Main Stage area in the back of the exhibit hall. This year’s theme: Gadgets, Gizmos and Goals! |

Determine what’s next for you on the social/digital spectrum in a fun, interactive space:
- Shoot a video
- Try a teleprompter
- Check out the flying drone
- Assess your online presence
- Pick up your free PopSocket
- Play with gadgets and gizmos
- Complete an Online Gap Analysis
- Enter to win the grand prize drone
- Find out how and why to build “a platform”
- Get 1:1 advice from the Social/Digital Team
- Learn about creating a compliant content plan
- Win free books by best selling author Michael Hyatt
Come Play with the Drone, Try the Teleprompter, and Have Some Fun in the Social/Digital Hub!
Have you always wanted to see the DJI Phantom P3-STANDARD Quadcopter Drone with 2.7K HD Video Camera in action? Try a teleprompter? Play with gadgets for your mobile phone? Record something for Facebook Live or Periscope? Learn about other gizmos to aid in better digital communications? Stop by the Social/Digital Hub and make your dreams come true. **Must be present at drawing to win drone |
Live Conversations and Activity Schedule
Wednesday April 26, 2017 |
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2:00 p.m. |
Welcome to the Social/Digital Hub Hosts Blane Warrene and Marie Swift will open up the Hub and set context for what is to come. |
2:15 p.m. |
The Social/Digital Team with Morningstar Analysts Blane Warrene will speak with two of Morningstar’s equity analysts who cover social media and tech companies. They’ll discuss what’s happening in the social/digital world and what advisors should consider when investing in these emerging technologies. |
2:30 p.m. - 3:00 p.m. |
Gadgets, Gizmos and Goals Demos and 1:1 Conversations with the Social/Digital Hub Team |
5:30 p.m. - 7:30 p.m. |
Gadgets, Gizmos and Goals Demos and 1:1 Conversations with the Social/Digital Hub Team |
Thursday April 27, 2017 |
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7:00 a.m. - 8:00 a.m. |
Gadgets, Gizmos and Goals Demos and 1:1 Conversations with the Social/Digital Hub Team |
10:00 a.m. |
Welcome to the Social/Digital Hub Quick comments from the Social/Digital Team |
10:15 a.m. |
Platform: Every Advisor Needs One – How to Build It and Why Michael Kitces and Marie Swift will talk about best practices in digital communications and social media marketing |
10:30 a.m. |
Establishing Your Social Voice Audience Q&A with Michael Kitces and Marie Swift |
10:50 a.m. - 11:00 a.m. |
Book Raffle: Platform by Michael Hyatt Must be present to win hard cover copies of this best-seller book |
2:30 p.m. |
Welcome to the Social/Digital Hub Quick comments from the Social/Digital Team |
2:45 p.m. |
Creating a Compliant Content Plan for Your Platform Blane Warrene will provide insights on amplifying your voice through compelling – and compliant – content strategy |
3:00 p.m. |
Winning Business in the Hyper-Connected World Blane Warrene will discuss in a Q&A format with book author David J. Fisher the online steps financial professionals need to take for effective offline influence |
3:15 p.m. - 3:30 p.m. |
Book Raffle: Platform by Michael Hyatt Must be present to win hard cover copies of this best-seller book |
5:30 p.m. - 7:00 p.m. |
Gadgets, Gizmos and Goals Demos and 1:1 Conversations with the Social/Digital Hub Team |
Friday April 28, 2017 |
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7:00 a.m. - 8:00 a.m. |
1:1 Consultations with Blane Warrene and Marie Swift Drop by for a coffee and conversation with two of the top communicators in the industry |
11:00 a.m. |
Hub Highlights with Blane Warrene and Marie Swift Blane and Marie will recap the activity in the Hub and share key take-aways |
11:20 a.m. |
Big Drawing: Drone Giveaway Watch the #MICUS hashtag to see who wins the grand prize! Need not be present to win. The drone will be boxed up and shipped to the winner. |
11:30 a.m. |
Goodbye. See you next year! |
Keep up with us in between conferences at www.DigitalSocialHub.com