Best practises for marketing, client acquisition, and client satisfaction will be shared at a top wealth management conference.
The annual Fearless Investing Summit will once again be held, according to Riskalyze, the industry-leading growth platform for wealth management companies. This year’s event, which will take place from October 2 to 4 at the JW Marriott Turnberry in Miami, Florida, will offer learning opportunities spanning vital subjects like client experience, firm growth, financial technology, compliance, and more.
Fearless Investing Summit, one of the top financial advisor conferences according to U.S. News & World Report in 2022, has sold out for the previous five years. The Summit, now in its sixth year, will give financial professionals the chance to network with their peers in a stunning setting, assess novel concepts and tools, and gain practical insights from eminent thought leaders. The event this year is anticipated to draw more than 1,000 live attendees from all 50 states and several international locations. Another 2,000 people will watch the annual keynote address from Riskalyze co-founder and CEO Aaron Klein virtually.
Ray Lewis, an NFL Hall of Famer, Donald Miller, Robert Sofia, CEO of Snappy Kraken, Stephanie Bogan, founder and chief possibility officer of Limitless Advisor, Dr. Daniel Crosby, chief behavioural officer of Orion Advisor Solutions, Susan Theder, CMO at FMG Suite, and more than 60 other leaders from the financial sector are among the keynote speakers for this year’s event.
The 2023 Summit attendees will experience something special, according to Riskalyze Chief Marketing Officer Craig Clark. “At Riskalyze, we are incredibly fortunate to have access to thousands of advisors and firm executives. It’s amazing how frequently the subject of those discussions comes up—growth. This year’s event is intended to bring together a hand-picked group of firm leaders, industry insiders, technology providers, and partners who can share knowledge about bringing in and keeping clients at scale. We take great pride in creating a community where knowledge is shared and connections are made, as this ultimately helps to advance our industry. This is the motivation behind this unique event.
Dan Bolton, Vice President of Corporate Marketing at Riskalyze, added, “At the Fearless Investing Summit, there are no outsiders – only insiders – and we aim to treat each attendee as if we’re hosting the event exclusively for them. “The Fearless Investing Summit is our capstone moment every year to host the best wealth management organisations and professionals in the nation, and each year we craft the event to exceed expectations.”
Riskalyze’s Fearless Investing Summit is dedicated to fostering an intimate environment that provides high return on investment for participants and sponsoring partners despite its wide appeal and sizable attendance. Last year’s event, which had a cap of 50 participating sponsors, had a 98.7% sponsor satisfaction rating. Attendees are guaranteed access to keynotes, breakout sessions, and one-on-one training sessions led by Riskalyze team members thanks to a staff-to-attendee ratio of 10:1. Additionally, attendees of the Summit will have the chance to obtain over 15 CFP continuing education credits. The third annual Fearless Women Summit, which will raise awareness of The Fearless PledgeTM, a call to action for everyone in financial services and financial technology to help hire, mentor, train, and advance 100,000 women by the end of the year, is being organised by Riskalyze in partnership with Females and Finance.
