Exchange 2024 Primed to Be Most Important Financial Advisor Conference in 2024
February is fast approaching. Exchange returns soon, with the financial services community positioning to return to the Fontainebleau in Miami February 11-14. Last year, Exchange solidified itself as the most valuable advisor-centric event in the country, uniting advisors with thought leaders and experts in financial services, fintech, and economics. Exchange 2024 looks to be the boldest yet.
Advisors seeking to grow their practice can’t afford to miss Exchange. The experts and industry leaders will be sharing their insights and innovative strategies. You will have the opportunity to grow your knowledge base and witness the groundbreaking content that has become a staple of the conference.
Additionally, CE credits will be available. Marguerita Cheng, CFP, RICP, and CEO of Blue Ocean Global Wealth is returning to teach her popular ethics course. As such, advisors will have the opportunity to earn this hard-to-find credit.
Exchange 2024 will focus on practice management, centering it as a core component of many panels. As an advisor, you’ll have the opportunity to learn from your colleagues and gain key insights into what it takes to grow your practice in today’s complicated environment.
There will be powerful content useful for any advisor looking for an edge.