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Event Date |
Thu Jan 23 AST - Fri Jan 24 AST (4 months ago)
In your timezone (EDT): Wed Jan 22 11:00pm - Thu Jan 23 11:00pm |
Location |
The Royal Sonesta San Juan
5961 Av. Isla Verde, Carolina, 00979, Puerto Rico |
Region | Americas |
What to Expect:
• Hyper-Focused Speeches
Be captivated by the stories, successes, and strategies from top advisors who have not just reached the peaks of success but have set new ones. Each presentation is crafted to ignite your passion and equip you with transformative strategies that can be the catalyst for your business’s breakthrough.
• Interactive Q&A Sessions
This is where your path to success gets personal. Pose your most pressing questions to those who’ve navigated the journey and emerged victorious. These sessions offer unparalleled access to tailored advice and insights, helping you decode the success strategies of the industry’s best.
• Networking Opportunities
Forge lasting connections in a community where every handshake holds the promise of new partnerships, collaborations, and friendships. These networking moments are your chance to build a support network with those who understand your journey and share your drive for excellence.
Why Attend?
Embrace Real-Time Success Strategies
Embrace the opportunity to revolutionize your approach and elevate your practice with insights and strategies that are defining the success of today’s top advisors.
• Real-World Insights
Gain direct access to what's working RIGHT NOW for the industry’s top advisors, distilled into actionable strategies you can apply immediately.
• Peer-Driven Wisdom
• Unparalleled Networking
• Immediate Impact
• Community Of Forward-Thinkers
Who Should Attend?
For the Trailblazers and Dreamers
This event is where financial advisors, marketing professionals, and business owners converge with a shared purpose—to learn from one another and collectively push the boundaries of what’s possible.
If you’re committed to applying real-world insights and strategies to achieve exceptional growth, welcome home.
2025 Speakers
Michael Hudock
Hudock Capital Group, Williamsport, PA
Rob Messett
Messett Financial, Flower Mound, TX
Neil McPeak Jr.
Wells Fargo Advisors, Linwood, NJ
David Scott
LPL Financial, Sault Ste. Marie, MI
Kathy Hobart
Ameriprise Financial, Mercer Island, MA
Nicholas Kibble
LPL Financial, Sault Ste. Marie, MI
Anasuya Kabad Meyer
LPL Financial, Houston, TX
Brian Uhlinger
Wells Fargo Advisors, Duncansville, PA
Kimberly Gildea
Wells Fargo Advisors, Duncansville, PA
Bill Good
Bill Good Marketing, Salt Lake City, UT
Victor Salinas
Victor Salinas Co., Mexico City, MX
Frantz Widmaier
Bill Good Marketing, Salt Lake City, UT