FA Client Acquisition Round Table

About the Roundtable

We’re bringing together 30 financial advisors and industry leaders for a private, high-impact discussion on what’s been working best to attract and retain high-value clients in 2025.

This is not a webinar.
This is a conversation among peers — what’s working, what’s not, and what’s changing in the marketplace.

No pitch. No fluff. Just results.

You’ll walk away with:

• Proven ideas that are helping top advisors get in front of qualified prospects.
• Fresh marketing and referral insights directly from your peers.
• New connections with advisors who think bigger.
• Action steps you can implement immediately.

Format:

• Small group (limited to 30 advisors)
• Guided discussion with peer-to-peer insights
• Moderated by an experienced industry facilitator

Who Should Attend:

• Independent financial advisors
• RIA owners and team leaders
• Insurance and wealth professionals focused on client growth
• Anyone looking to refine their marketing and client acquisition strategy

What to Expect:

✅ 100% peer learning — no selling
✅ Fresh strategies that are actually working in 2025
✅ Practical discussion on tools, funnels, and client trust-building
✅ Chance to connect and collaborate with other successful advisors