Our 6th Annual Advisor Summit is coming up soon — April 24–26. We’re getting excited about so many of the sessions, spotlights, speakers, and of course the food! We asked some of our Integrated Advisors Network team members and clients what they are most looking forward to at The Summit in New Orleans this year.
The Females of Integrated Advisors Network Unite at The Summit
For the first time, our growing group of female advisors and support staff will meet in person. They have been meeting regularly to share ideas and experiences. So many of us will be at The Summit, and we can’t wait to learn, share, and grow in our best practices together this year.
The Summit Panel Discussions Will Be Valuable
Look for topics from Legacy Business Planning to Alternative Investments and even Cybersecurity and AI Investing. Panel discussions at The Summit will encompass many diverse aspects on the cutting edge of the investment industry. Panels will feature experts in their fields, Alliance Program partners, and more. Look for lively discourse and analysis on topics relevant to growing an independent advisory. Our experts will share all the modern tools, platforms, and perspectives.
Getting Educated at Tamarac University
Get ready for on-site training from the experts at Tamarac/Envestnet at The Summit. Valuable trainings on Reporting and Trading will be included in the schedule, and no one will want to miss out.
The Summit is in New Orleans!
Last, but not least, we can’t talk about The Summit without gushing about how much we love the location this year! New Orleans amenities will be baked into every day’s agenda with cocktails, jazz, famous locales, and food, food, food! We’ll have exclusive late night events, the New Orleans JazzFest, and the WWII museum. Plus, New Orleans is full of many more beautiful attractions to choose from. Overall, we know everyone who attends The Summit this year will have a memorable trip. Laissez les bons temps rouler!