Elite Wealth Advisor Symposium 2024 | 29 January 2024 | Seminole Hard Rock Hotel & Casino Hollywood, 1 Seminole Way, Hollywood, FL 33314, USA

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 offers you paradigm shifting information that can be immediately implemented. There is the opportunity to network while hearing from global experts on key topics. Topics include, but are not limited to: Creating an ideal culture for your company, digital marketing, how to best monetize your practice, finding great associates and business structures in the new regulatory environment.

We are limiting participation to just 100 advisors in order to provide personal interaction with our experts and with other top producing teams. Advisors are also encouraged to bring key team members from their firm such as your COO, Marketing Director or anyone who is key to executing ideas on your team. Space for this special event will be allocated on a first come first reserved basis.

2023 Past Speakers

Brittany Anderson
Co-founder of Dare to Dream Enterprises; President and Shareholder of a premier wealth planning firm

David Bayer
CEO of David Bayer Transformational Programs

John Ruhlin
Founder and author of Giftology

Colleen Bowler
Certified Financial Planner; Co-founder of C&J Innovations

Ross Bernstein
Best-selling author of nearly 50 sports books; Award-winning peak performance hall of fame business speaker

David Partain
Global CMO for FlexShares, Northern Trust Exchange Traded Funds Group; Co-host of The Flexible Advisor podcast

Matthew Bartlett
Head of NFT Community & Web3 at Van Eck Securities

Merrie Zhang
Senior Client Portfolio Manager, Quantitative Equity Solutions group, Goldman Sachs Asset Management

Robert Milliman
National Sales Manager, IBD Channel, and Head of Practice Management, First Eagle Investments

T. Ted Motheral
Partner and Chair of Walter | Haverfield’s Business Services Group, Walter | Haverfield LLP

David Rutherford
Former Navy SEAL and CIA Contractor

Scott Jarred
CEO of Invst

Catherine A. Saunders
Head of Corporate Sustainability and Public Policy, Putnam Investments

Andrew Altfest, CFP®, MBA
President of Altfest Personal Wealth Management; Founder and CEO of FP Alpha

Jason Barsema
Co-Founder and President of Halo Investing

Michael DiJoseph
Senior Strategist, Vanguard Investment Advisory Research Center

Jim Callan
Founder and CEO of Econiq

Kevin Hansen, CFP®, CRPC®
Director of Retirement Solutions, Principal

Ryan Hodapp, CFA®, CAIA®
Vice President, Sales division, Resolute Investment Managers

Chuck Boyce
CEO of Aggregate.ai