Elite Advisor Summit
Do you manage more than $100 million, or is your 12-month trailing revenue greater than $1 million?
Then you’re invited to this exclusive gathering of top-tier advisors, where you’ll get new ideas and inspiration and hear from some of the top minds in the industry.
At this two-day collaborative summit, 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 an interactive panel 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.