This is an exclusive event for advisors who manage at least $100 million or have a 12-month trailing revenue greater than $1 million.
At this 8-hour collaborative summit over two days, you’ll be able to discover what’s working for other advisors on your level and bring practical, exclusive takeaways back to your firm.
Attend ideation sessions with other elite advisors, participate in interactive breakout sessions with some of the top advisors in the industry, and even learn the best practices other advisors like you are using to grow their firms.
Here’s the lineup of amazing speakers for the event:
- Shlomo Benartzi, Economist
- Marguerita Cheng, CEO, Blue Ocean Global Wealth
- Darrell Green, Pro Football HOF and 2x Super Bowl Champion
- Chris Page, Vice President, Mergers & Acquisitions – Deal Sourcing
- Jamie Carroll, Managing Partner, Carson Wealth, Amarillo, TX
- Ron Carson, Founder and CEO of Carson Group
- Jamie Hopkins, Director of Retirement Research at Carson Group