This summit of learning, networking, and exchanging investment strategies, focuses entirely on issues affecting advisory practices and benefits from MoneyShow’s decades of experience producing educational seminars. By offering high-quality education from renowned industry experts at keynotes, workshops, panels, and intensive presentations, as well as by providing continuing education credits, The Financial Advisor Symposium attracts the most sophisticated, well-qualified advisors in America: 38% have clients with portfolios valued in excess of $500,000, and they are serious about seeking solutions to their business needs.

Beyond providing financial advisors with necessary continuing education, the over 30 in-depth workshops and thought-provoking panels are designed to enhance their effectiveness as business managers and enable more efficient and profitable management of client portfolios. This is the gathering for motivated advisors who want to attract more clients, retain more clients, and better manage business. Advisor attendees come to the Symposium precisely to learn how to become the best that they can be, and the most profitable. Quite naturally, they are also eager to discover how exhibitor products and services will benefit them.

One national annual Financial Advisor Symposium translates into a very large gathering of 750-1000 qualified attendees all under one roof and provides exhibitors with a marvelous opportunity to meet with their perfect target market face to face, generate leads, close sales, build long-term relationships, and stimulate future business. Face-to-face contact and interaction has proven to be a most persuasive method of selling because personal relationships tend to be enduring relationships, engendering customer loyalty, and enabling upselling and cross-selling of existing clients. For exhibitors, this is a unique medium to showcase your company to cream-of-the-crop financial advisors who have made a proactive decision to remain on the cutting edge by learning all they can.

The Financial Advisor Symposium benefits from the well-established MoneyShow marketing model that targets millions through its campaigns and delivers the right audiences year after year. New campaigns and programs are always being developed to drive more attendees to the show—among the latest: those to attract more RIAs and programs for advisors seeking insurance products.