Elite Wealth Advisor Symposium 2021 | Carver Financial Services | 22 June 2021 | Seminole Hard Rock Hotel & Casino, 1 Seminole Way, Hollywood, FL 33314, USA

EWAS is a unique opportunity for a select few to learn how to exponentially grow their practice while creating more balance in their life. Unlike any other meetings, this invitation only conference will present paradigm shifting information regarding marketing, employee engagement, creating an ideal culture for your company and much more that can be immediately implemented. Leading experts will discuss a broad range of key topics including digital marketing, how to best monetize your practice, finding great associates and business structures in the new regulatory environment.

For 2 1/2 Days Advisors Will Be Consumed With New Ways To Excel which includes but is not limited to learning about...
• Exponentially Growing Revenue from Existing Clients
• Leveraging with Cutting Edge Technology
• Thriving in the New Regularity Environment
• Practice Acquisitions, Sales and Super OSJ's

2021 Speakers

Chris Smith
Founder, Campfire Effect

Brittany Anderson
Co-founder, Ultimate Advisor Coaching

Don Connelly
Don Connelly & Associates

Elle Petrillo
Founding Member, Brand Builders Group

Andrew Altfest
Founder and CEO, FP Alpha

Draye Redfern
Redfern Media

Commander Jon Fussell
Retired Navy SEAL & Founder-CEO, Patriot Leadership Development LLC

Howard Getson
Founder & CEO, Capitalogix

Carl Petty
Director of Leadership and Organizational Effectiveness, WisdomTree

Andrea Lopez-Schlapia
Founder/CEO, Ironstone

JeVon "JT" McCormick
President & CEO, Scribe Media

Jeff Lanza
Retired FBI Special Agent

Glenn Gonzales
Founder, Jet It

Matt Abrahams
Co-Founder and Principal, Bold Echo Communication Solutions, LLC

Scott Whitney
President & CEO, Podworx, Inc.

David Gordon
Cice president and Director, Eaton Vance Advisor Institute

Nick Parker
VP, Investment Advisory Lending

Kevin C. Bishopp
Vice President, Advisor Consulting Performance Coach

Keith Huberman, CFP®
Managing Director, TailorMade | Wealth Manager, RJFS

Dan Roeske
President & CEO, TailorMade | Wealth Manager, RJFS

Ryan Marcus
General Manager + Head of Engagement, MarketCounsel Consulting, LLC

Louis Diamond
President, Diamond Consultants

2021 Sponsors

WELCOME NIGHT RECEPTION SPONSOR:
• First Trust Advisors

PLATINUM SPONSORS:
• Eaton Vance
• WisdomTree
• TailorMade Financial, Inc.
• New York Life Investments
• Jet It
• Putnam Investments
• Scribe Media
• Principal
• FP Alpha

LUNCH SPONSOR:
• Ironstone

BREAKFAST SPONSOR:
• BNY Mellon Investment Management

COCKTAIL HOUR SPONSOR:
• Invesco

GOLD SPONSORS:
• TransAmerica
• First Eagle Investment Management, LLC
• Mirae Asset / Rock Harbor

SILVER SPONSORS:
• Live Oak Bank
• Jackson National
• Stratos Wealth Partners
• T. Rowe Price
• Raymond James Financial Services, Inc.
• Toroso Investments
• TalentWealth
• American Century Investments

WELCOME BAG SPONSOR:
• Janus Henderson Investors

SUPPORTING SPONSORS:
• Natixis
• State Street Global Advisors

ADVERTISING SPONSORS:
• Commonwealth Financial
• Van Eck Securities Corporation
• Thornburg Investment Management
• Columbia Threadneedle Investments
• Thrivent Advisor Network