Elite Wealth Advisor Symposium 2025 | Elite Wealth Advisor Symposium | 2 February 2025 | Omni Scottsdale Resort, 4949 E Lincoln Dr, Scottsdale, AZ 85253, USA

Are you ready to unlock your practice's highest potential and create the perfect balance between career success, personal growth and achieving ideal wellness? Experience paradigm-shifting knowledge like never before at the symposium – an exclusive conference with insights from world renowned experts that can be applied right away. From new, innovative ways to attract and even better serve high net worth clients, to crafting a culture of excellence in your company, to next-level technologies that are opening up capacity and changing the way we deliver value to clients and our teams alike, this event is designed for business professionals who want to make life changing progress while taking their practice to the next level!

We recognize the importance of personal connection, and want to ensure that every advisor who joins us has the best experience. That's why we are opening up this exclusive event to just 150 participants so they can benefit from insightful one-on-one interactions with our experts as well as dynamic discussions among other top producers in their field. It is highly recommended for advisors not to go solo - so bring along any key players on your team, such as those responsible for operations or marketing. According to a study shared on quixy.com, the undervaluation of project management leads to 67% of projects failing*. Why does this matter and why are we sharing it here? Because as growth focused advisors we love shiny objects. We love new ideas. We love moving on to “the next thing”. The problem is that we end up not following through on some of the most important initiatives out there. This is why it’s so important to bring the key people that will take the best ideas from this conference, and see them through. Your role is to share the vision, their role is to get it done!

2025 Speakers

HOSTS:

Brittany Anderson
Brand Strategist and Consultant

Brian Gallary
Senior Vice President, Head of Strategy and Consulting

PANEL GUESTS:

Peter Campagna
Managing Partner, Wise Rhino Group

Scott Erskine
Partner, Wise Rhino Group

FACILITATOR:

Brian Heckert

SPEAKERS:

Joe Polish
Founder, Genius Network

Randi Brill
Chief Creative Officer, JUST CALL RANDI

Jeremiah Desmarais
Entrepreneur, Consultant, Author, Advisorist Podcast

Ryan Stramrood
Ultra-Extreme Adventure and Ice Water Swimmer

Andrew Murdoch
Founder, YT Era

Regan Archibald
Lac, FMP, Peptide, Functional Medicine and Longevity Specialist, EastWest Health

T. Ted Motheral
Partner, Potomac Law Group

Barry Garapedian
President and CEO, MAG7 Consulting

Kyle Connor
Private Markets Specialist, Invesco

David Perkins
Founder and CEO, Gondola Partners, LLC

Aaron Hasler
M&A Consulting Expert, SkyView

Dmitriy Kozlov
Chief Expression Officer, Influex.com

Carla Samson
Brand Director, Influex

Sharon Gottula
Coach, Idea Decanter

Laura Garfield
Co-founder, Idea Decanter

Dr. Brian J. Grasso
High-Performance Coach and Consultant

2025 Sponsors

TUESDAY EVENING SOIREE SPONSOR:
• Just Call Randi

PLATINUM SPONSORS:
• Potomac Law Group
• YT Era
• EastWest Health
• Skyview
• The Meetings Hub

BREAKFAST SPONSOR:
• Influex

ADVERTISING SPONSOR:
• Thornburg

WELCOME BAG SPONSOR:
• WisdomTree

CLEATOR VIP EXPERIENCE SPONSOR:
• First Trust

VIP DINE-AROUND EXPERIENCE SPONSOR:
• Wise Rhino Group

LUNCH SPONSORS:
• Invesco
• Mag7 Consultants

THEMED BREAK SPONSORS:
• Commonwealth
• Ashar Group - Life Settlements & Life Insurance Valuation
• Wealth Advisors Trust Company
• LongWater Capital Solutions

SILVER SPONSORS:
• BenefitsPlus, Inc.
• Jet Linx