Need Help Convincing Your Boss to Send You to Exchange?

You know you need to be there, but you aren’t sure how to get the approval. Don’t worry. We can help. Here’s how to address the most common concerns and articulate to your boss why you need to be at Exchange. You can use all the arguments below… or you can just download our pre-written template letter here.

The cost of your pass and travel is a small investment for the significant, long-term results it can drive.

• Solve for CE: Exchange will offer +10 CE credits, including the new IAR-specific and the elusive CFP ethics credits. You can fulfill a huge portion of your annual requirements in one trip, saving hundreds of dollars and dozens of hours of separate coursework.
• Actionable insights: Our agenda is built to be practical. You’ll learn from leaders on how to use AI to personalize portfolios, navigate uncertain markets, and find growth opportunities. You’ll bring back strategies to implement immediately.
• Unmatched networking: The conference is a rare opportunity to connect with industry leaders, asset managers, and hundreds of peers in person. A single “hallway” conversation can spark an idea or partnership that pays for the trip ten times over.
• All-inclusive value: The cost of your ticket includes more than just sessions. You get access to daily food and beverage, opening and closing receptions, and special attendee activities. This all-inclusive access makes the networking and overall experience far more valuable.
• Low cost: Early bird tickets for financial advisors start at just $149. That’s less than most single-session CE courses. Furthermore, Exchange may offer assistance programs to help ease the cost for financial advisors to attend.

Taking time away from your business is a serious commitment. That’s why Exchange is designed for efficiency. In just a few days, you’ll get the critical insights and CE credits that would normally take weeks to acquire piecemeal. A single idea from a keynote or panel on practice management could save your team hours of work on future projects. Think of this as a strategic investment in your efficiency, not a drain on it.

Exchange is the central gathering point for the entire financial services industry. Here’s how it benefits specific roles:

• Why financial advisors should attend: This is your all-in-one event. You get 10 CE credits, actionable portfolio strategies from world-class experts, and direct access to new platforms and asset managers. You’ll return to your practice more informed, more efficient, and with new ideas to grow.
• Why asset managers should attend:
• For marketing teams: Exchange offers a high-impact, curated experience to showcase your value, highlight your brand to a captive audience, and secure media placements for your experts.
• For sales and distribution teams: This is the most efficient sales trip of the year. Meet with hundreds of qualified advisors, strengthen key relationships, and source new leads in one place.
• For product development teams: Hold critical due diligence sessions with key ecosystem partners and identify strategic partnerships to drive your business forward.
• Why ecosystem members should attend: This is the hub of your target audience. Exchange is the single best opportunity to demo your platform, meet with decision-makers, and build partnerships. You’ll get unparalleled insight into the real-world challenges that advisors and asset managers face, helping you build a better product.

Watching a recording isn’t the same as being in the room (plus, we’re not offering sessions on demand). You’d miss out on the most valuable parts of Exchange:

• Live Q&A with speakers.
• Networking with peers, mentors, and future partners.
• Discovering new solutions on the expo floor.
• The impromptu conversations that lead to breakthrough ideas.

Once your boss is convinced, you can register here.

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