Advisorhub Email Newsletter: You are invited (August 7, 2024)

The 2024 AdvisorHub CEO Summit ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

We are pleased to invite you to the Advisors to Watch Summit. This full day event gathers a great collection of industry-leading speakers discussing team development, M+A, succession and valuations, AI, investing strategies and the future of wealth management. And, join us for the closing cocktail reception and award presentation.

This is a great chance to step away from the grind and think strategically about the future of your business.

October 10, 2024 | 8am
583 Park Avenue
New York City

MORE INFO

Use code EARLY by Aug 16

SELECT SPEAKERS

Mary Ann Bartels
Chief Investment Strategist, Sanctuary

Matt Baum
Partner, Fox Rothschild

Greg Banasz
Managing Partner, Steward Partners

Tim Bello
Co-Founder, Merchant Investment Management

Eric Beyrich
Co-Chief Investment Officer, Sound Investment Management

Bill Coppel
Chief Client Growth Officer, TradePMR

Scott Danner
CEO, Freedom Street

Olivia Eisinger
Head of Advisory,
Apex Fintech Solutions

Vince Fertitta
President, Sanctuary

Jesse Frehling
Director of Client Services, FP Alpha

Jeff Gonyo
Founding Partner, Steward Partners

Stan Gregor
CEO, Summit Financial

Brandon Kawal
Partner, Advisor Growth Strategies

Ron Kruszewski
Chairman + CEO, Stifel

Scott McCaffrey
Managing Director, Momentum Independent Network

Bob Milligan
Managing Partner 1792 Wealth Partners

Chris Mone
Head of Wealth Management Wedbush

Joe Montgomery
Managing Director, Investments Wells Fargo Advisors

Pedro Palandrani
Director Of Research Global-X ETFs

Kevin Reedy
Managing Director, Schwab Advisor Services

Robert Russo
CEO, Independent Advisor Alliance

Tom Sagissor
President, RBC Wealth Management

Shannon Spotswood
CEO, RFG Advisory

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August 7, 2024 4:13pm
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You are invited

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