Exchange, the premier conference for financial advisors and financial services professionals, returns on March 23rd through March 26th. Exchange 2025 will be at an all new location, the Virgin Hotels in Las Vegas, and promises to deliver a valuable advisor-centric event.
Why Live Events Matter
Routine, while helpful, can limit many professionals. Live events offer a unique opportunity to shake up the day-to-day. It is hard to put down the daily grind, but conferences like Exchange can take a small investment of time, energy, and resources and transform it into substantial growth.
When Exchange returns in March, advisors will have the opportunity to hear from experts and thought leaders and learn about the latest tools and ideas that could help them take their practice to the next level. Conferences are also unparalleled networking opportunities, giving attendees the opportunity to meet new people and create new business possibilities in real time.
The Most Important Speakers for Today - And Tomorrow
Having an expert speak on the subject of their expertise is always useful and interesting, but Exchange has gained renown for the way it curates its slate of speakers. Not only are Exchange’s keynote speakers electric and insightful, they are also perfectly assembled to meet the moment.
Last year’s conference featured a mix of geopolitical and macro experts, investment professionals, and leaders in the advisor community, such as Dr. David Kelly of J.P. Morgan Asset Management, Jeremy Grantham of GMO, Jeffrey Gunlach of DoubleLine Capital, Cameron Dawson of NewEdge Wealth, and many more.
The keynotes aren’t the only value draw. In 2025, Marguerita Cheng, CFP, RICP, and CEO of Blue Ocean Global Wealth will be returning to teach her popular ethics course and give advisors the opportunity to earn a challenging CE credit.
Exchange has hosted legendary panels, spirited debates, and illuminating discussions. Exchange 2025 promises to build on this tradition.
Learn The Tools That Will Make a Difference For Your Practice
The job of a financial advisor is complex. Accordingly, many advisors have their attention split between several high priority tasks. This can leave little to no time or energy available to focus on business development. Figuring out how to scale and grow a practice is challenging for many. Christine Kalivas, CFP®, CDFA®, Fortune Financial Group noted that one of the biggest challenges facing advisors is, “Finding capacity to acquire new clients, service existing clients, and manage portfolios.”
Exchange 2025 will focus on practice management, centering it as a core component of the agenda. As an advisor, you’ll have the opportunity to learn from your colleagues and gain key insights into what it takes to grow your practice in today’s complicated environment.
In year’s past, the Exchange conference has hosted hands-on advisor-only coaching sessions and workshops with Carson Coaching. Additionally, the conference has featured peer-to-peer learning opportunities on various practice management topics. These topics included leadership, featuring Andrew Marsh, Vice Chairman of Dynasty Financial Partners, building multi-generational practices, and leveling up your marketing with Samatha Russell of FMG Suite.
Exchange 2025 will host sessions to answer critical questions that are top of mind for advisors right now, particularly around marketing your business, shifting through and deciding on tools to help scale your practice, and differentiating yourself in the marketplace. Exchange promises to be a showcase of these solutions and the advisors who attend will be better equipped to scale and grow their practices going forward.
Build Your Future by Building Your Network
In 2024, over 1,800 attendees gathered in Florida for Exchange. With the new location in Vegas, this number is expected to grow. Accordingly, there is no better opportunity to meet your peers, find your next partnership, or build connections to grow your practice and take your career to its next stage.
Nobody understands the challenges advisors face better than advisors themselves. In fact, the conference has enlisted the help of an Advisor Council to provide personalized inputs into the agenda for Exchange 2025. Therefore, attendees can expect an experience focused on delivering value and addressing advisor challenges.
Connect with peers who have the solutions to your problems. Meet the collaborators and partners who will be critical to your next big move. Exchange continues to be the venue for ideas and opportunities to be shared!
Get Insights That Will Have Your Clients Thanking You
Top strategists, industry leaders, and the brightest minds in financial services will be sharing their expertise and wisdom with attendees at Exchange 2025. In today’s uncertain environment, understanding the tools and options available to you can be difference making.
Exchange 2025 will continue to offer rare access to the best minds in investing, practice management, economics, and more. You can register for the conference here.
We look forward to seeing you in Vegas in March 2025!
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