Exchange is set to be the premier conference for financial advisors


Is it close. Swap is only a few months away. As the financial community prepares to descend on the Fontainebleau in Miami, Florida on February 5e until February 8e For the largest advisor-centric event in the country, advisors have a rare opportunity to mingle with the most creative people in money management, fintech and investing.

Revolutionary Content

As you grow your practice, Exchange is the premier place to hear from the experts. You will have the opportunity to learn about the most innovative strategies, earn CE credits, and gain the skills and knowledge you need to grow your business.

Practice management is an essential part of many Exchange panels. You will have the opportunity to tap into the knowledge and expertise of fellow Advisors who have successfully developed great practices and overcome obstacles to achieve alpha for their clients. Speakers such as behavioral finance expert Brian Portnoy are lined up to share their insights, knowledge and expertise.

If you’re looking to add a few letters next to your name, over 10 CE credits will be available throughout the event, including hard-to-find ethics courses hosted by Marguerita M. Cheng CFP®, RICP® of Blue Ocean Global Wealth.

Advisors will also have the opportunity to hear from top issuers about their latest strategies, giving them an edge as they seek to build their investment toolkit to overcome market hurdles in 2023 and beyond. of the.

The networking event of the year

Last year’s exchange was the event of the year, with over 1,000 advisors in attendance, as well as industry thought leaders, major ETF issuers and dozens of finance professionals . This is a unique opportunity to meet your peers and forge the connections that will drive your business forward.

Like many advisors, you probably face many obstacles and challenges in your business. At Exchange, you might meet peers who have the solution to these problems. If you want to grow your business, meet new collaborators or find your next partnership, you can’t afford to miss this event.

While many conference attendees ping pong from event to event, Exchange will provide advisors with the time and space to forge new relationships and rub shoulders with the greats of tomorrow and today.

It’s all in the name – Exchange is a place where ideas and opportunities will be shared!

Build portfolios that weather the storms to come

Leading strategists and leading experts from major ETF issuers such as State Street, Vanguard, Invesco and more will be on hand at Exchange to help advisors create the portfolios their clients need.

Last year’s event featured keynote speakers such as the legendary Cathie Wood and Jeffrey Gundlach, an incredible crypto debate between futurist VettaFi financier Dave Nadig and Bitwise CIO Matt Hougan, and hundreds of in-depth and crisp panels exploring the most pressing topics in the financial world – all of which can inform the creation of the next financial products.

2023 promises to have an equally exciting lineup as 2022, with some intriguing highlights returning from 2022 and many new and exciting visionaries soon to be announced making their debut on the Fontainebleau stages.

Don’t cling stubbornly to yesterday’s indexes when you can stand out from the crowd by listening to the thought leaders building tomorrow’s portfolios.

Register for Swap here. We look forward to seeing you in sunny Florida next February!

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