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
