UNITED STATES, COLORADO, DENVER - 01/07/2021 — Advisorist and Broadridge Advisor Solutions (BAS) are excited to announce the 2nd Annual Virtual Financial Advisor Summit 2021: NEXT (www.virtualfasummit.com), which will take place on February 10, 2021. The one-day summit, which will be hosted entirely online, is intended for advisors and business owners in the financial services industry, including high-end life insurance, RIAs, wealth managers, family offices, enterprise decision makers, insurance advisors, and financial advisors.
The Virtual Financial Advisor Summit 2021: NEXT comes on the heels of a successful May 2020 summit that broke industry records with 6,110 registrants. That summit centered around helping advisors implement the latest technologies and solutions as they shifted from physical to virtual advisory as a result of social isolation caused by COVID-19. The upcoming summit is all about What’s NEXT?
“The summit we hosted in May was an overwhelming success and we couldn’t be more excited about our 2021 event,” says Jeremiah Desmarais, founder and CEO of Advisorist. “I’m confident that virtual summit attendees are going to find immense value in the agenda and speaker list we’re building. It’s a diverse mixture of some of the top thought leaders in our industry. And we’re thrilled to be co-producing it alongside our friends at Broadridge Advisor Solutions.”
The Advisorist-BAS partnership brings together two of the leading names in the financial advisory industry and paves the way for another successful event that arms advisors with the knowledge and resources they need to thrive in today’s malleable marketplace.
“This is a natural partnership,” says Kevin Darlington, General Manager of Broadridge Advisor Solutions. “A lot has changed over the past nine months, and we anticipate even more industry evolution in the coming year. This summit will bring advisors, wealth managers, and enterprise decision makers the knowledge and frameworks they need to prepare for whatever is coming down the pipeline.”
The Virtual Financial Advisor Summit 2021: NEXT already has an impressive list of speakers lined up for the event. Featured presenters include executive producers Desmarais and Darlington, Ed Slott (Best Selling Author, President, Ed Slott & Company), Tom Hegna (Economist, Bestselling Author), Michael Kitces (Kitces.com), Cooper Schwartz (Money.com), Don Graves (Advisor, Bestselling Author), Caleb Guilliams (Better Wealth), Benjamin Brandt (Retirement Starts Today), Bill Cates, (Referral Coach International), Joe Elsasser (Covisum), Grant Hicks (Advisor Practice Management), Bill Hortz (Institute for Innovation Development), Alana Kohl (AdvisorPR), Jason Smith (Clarity 2 Prosperity), Rajini Kodialam (Focus Financial), Christopher Gonzales (Red Tail), and Lloyd Lofton (Power Behind the Sales). More are being added weekly.
The Virtual Financial Advisor Summit 2021: NEXT will include live, in-depth training, candid interviews, breakout sessions, and audience Q&A sessions. Topics focus on what’s ‘next’ as best practices for financial advisors in the areas of consumer trends, generating qualified prospects, LinkedIn prospecting, virtual prospecting in financial services, sales funnels, latest tax and finance laws, and the tips, tactics, and strategies advisors need to grow their practices in 2021 and beyond.
“In the spring of 2020, I said making the move to a virtual advisory practice is a ‘must for any serious financial advisor.’ Those who have followed through and made the shift have thrived this year, in spite of difficult circumstances,” Desmarais says. “Now it’s time to continue adapting as new trends take shape.”
Registration for the Virtual Financial Advisor Summit: NEXT is officially open. Tickets are free and can be found exclusively at www.virtualFAsummit.com
Advisorist has been called ‘Masterclass for high-end insurance and financial services professionals’. It’s a premier online education and community platform for insurance and financial advisors. Classes are taught by best-of-breed industry leaders and instructors. The teachings featured in Advisorist have generated billions in premium sales and hundreds of millions in fees generated in 51 countries around the world. “Advisorist is the fastest growing on-demand training and services platform for financial and insurance advisors,” reports NASDAQ. Learn more atwww.advisorist.com.
About Broadridge Advisor Solutions
Broadridge Advisor Solutions is a division of Broadridge Financial Solutions, Inc. (NYSE: BR), a $4.5 billion global Fintech leader. Broadridge is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. Broadridge's infrastructure underpins proxy voting services for over 50 percent of public companies and mutual funds globally, and processes on average more than U.S. $10 trillion in fixed income and equity securities trades per day. Broadridge is part of the S&P 500® Index and employs over 12,000 associates in 17 countries. For more information about Broadridge, please visitwww.broadridge.com
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