NXT: Louisville, KY
May 23 – 25, 2023
Advisor Group’s Wealth Management Symposium, or WMS, has been reimagined and rebranded to a conference of forward thinking and innovation – we are excited to introduce you to NXT (“next”)!
NXT is designed for the financial professional of tomorrow. This event will dive into trends shaping our industry and feature forward thinkers to help you prepare for what’s to come. The goal of NXT is to bring together financial professionals serving the next generation of investors and help them meet the demands of tomorrow’s client today.
Are you just starting in the industry? Well-established in your business? Seeking to secure your legacy? Looking to shape the next 15-20 years of wealth management? This event is for you!
Affiliated Advisors Retreat: Brooklyn, NY
June 21 - 22, 2023
Get ready for an unforgettable experience at the upcoming Affiliated Advisors Retreat! While we're keeping the agenda under wraps for now, we can promise you that this event is where you'll challenge your thinking, forge lasting connections, and nurture your desire to pursue excellence.
As an advisor, you know that staying on top of industry trends and best practices is crucial to your success. That's why the Affiliated Advisors Retreat is the must-attend event of the year. Our sponsors, speakers, and networking opportunities will be second to none, offering you the chance to learn from some of the most innovative and successful professionals in the business.
We believe that collaboration is key. We have created a unique environment where you can connect with like-minded advisors from across the country, share your experiences, and learn from one another. Our attendees are passionate about their work, eager to learn, and always looking to add to the collective wealth of knowledge in the industry. Mark your calendars and get ready to experience the excitement and energy of the Affiliated Advisors Retreat. This is an event you won't want to miss!
Transitioning Your Broker Dealer is Easier Than You Think
March 8, 2023
According to recent research, over half of all advisors have made, or are considering making, a change in the last five years. And the reasons why are compelling, most notably the fact that advisors making a transition are seeing a 30% growth in their AUM after making the move. So, yes – the grass is definitely greener on the other side of that fence - the challenge then is how to break through the inertia holding you back, along with how to navigate the many aspects involved in a transition so your clients follow and you unleash pent-up energy and momentum in your business.
Watch now to learn from industry experts experienced in advisor transitions, along with advisors who have recently made a change, to learn the top strategies for success!
New York CE Dinners
February 27-28, 2023
Our New York advisors benefited from a great evening of CE, delicious food, and meaningful conversation. We hosted two dinners: one on Long Island and another in Westchester. With CE provided by Allianz, it was great to connect in person!
W Forum
February 6-8, 2023
W Forum is Advisor Group's premier event exclusively for the women in our network where they hear keynote speakers, participate in break-out sessions and financial professional-led workshops, and network with their peers. This year we had many advisors from our network join for the conference.
FCM Holiday Party
December 9, 2022
We loved hosting a holiday party for our advisors in our FCM (Freedom Capital Management) office in Holmdel, New Jersey! For our FCM advisors, we offer a turnkey association option where our team handles many back office functions for the advisors. We loved spending some time out of the office and having a chance to celebrate the holidays!”
AdvisorGroup ConnectED
November 3-5, 2022
ConnectED is AdvisorGroup’s annual conference geared toward its financial advisors. The event features a plethora of educational sessions, keynote sessions and networking activities all designed to boost the efficiency of financial professionals. We had a great turnout of advisor join us in San Antonio, TX for the conference!
Women to Watch
November 15, 2022
We were honored to accept InvestmentNews’ “Ascension Award” at the 2022 Women to Watch Awards! The Ascension Award honors firms with at least 30-50% of women in the C-suite, along with a significant proportion of women in the company and in leadership positions. With women representing over 90% of the team and 2/3rds of the managing partners, Affiliated Advisors stands out in a historically male-dominated industry that is increasingly looking to broaden diversity.
Affiliated Advisors Retreat
July 17, 2022
We are especially grateful for the advisors that were able to make it! With a variety of speakers, advisor panels, and lots of networking opportunities, it was an action-packed two days.