Meetings and Events

Advisor Group hosts a series of national and regional events that vary by size, location, and area of focus. These events are designed to bring advisors, firm leadership, industry experts, and strategic partners together for comprehensive education and training opportunities throughout the year.


Our flagship national education meeting is a multi-day event featuring renowned keynote speakers; hundreds of educational sessions; one-on-one business consultations; networking opportunities; themed events; an expansive partner exhibition; and world-class entertainment.

Wealth Management Symposium

Our network’s top-producing advisory practitioners, insightful industry leaders, and our firm’s National Sales Team gather to explore “The Value of Advice.”

W Forum

Held exclusively for our firm’s female advisors, W Forum boasts an agenda designed to empower, engage and promote success for women as providers and consumers of financial services.

Future Is Now 2.0 Roadshows

Advisors gain insights on industry trends that will impact their businesses, and how to leverage those trends to gain a competitive advantage while doing what’s best for their clients.

Accelerate with Advisory Roadshows

These meetings are designed for advisors seeking to grow their advisory business or transition into advisory.

Essential Advisor Meetings

In partnership with Envestnet, these events are geared toward advisors looking to leverage a better understanding of holistic wealth management services.

Qualified Plans Sales Institutes (QPSI)

The QPSI series is designed for advisors looking to grow their qualified plan business.

My Business Builder Workshops

This series of workshops focuses on improving practice management capabilities.

Ready for an Extraordinary Partnership?

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10 Exchange Place
Suite 1410
Jersey City, NJ 07302

If you are an existing financial advisor interested in joining our firm, please complete the form below. All information is confidential.