Invest in your greatest asset—yourself.

Exchange is a financial services conference for advisors to strengthen their skills and develop across core dimensions of their professional portfolio.

Take your professional portfolio to the next level

Grow your portfolio
Grow your practice
Grow your connections

Ensure your clients reach their growth goals with the most current thinking from top experts.

The experience: Exchange taps thought leaders and industry names to share the latest in portfolio construction and product innovation.

We’ve been joined by top minds such as Ian Bremmer, Dr. David Kelly, Cathie Wood and Jeff Gundlach in the past.
Participate in discussions that range from the Fed and where finance is headed – to using model portfolios in your practice.
Advisors will find all the building blocks for strong portfolios and industry insights.

Our commitment: You’ll leave with at least one new strategy, product idea, or a portfolio construction tip to apply to your portfolios.

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Invest in your source of income – growing your practice.

The experience: Collaborate with your peers and share learnings that will make an immediate impact to your day-to-day.

Advisor-only content sessions, including a CFP Ethics for the Modern Advisor course.
Personalized coaching with Shaping Wealth’s Brian Portnoy and Neil Bage.
Advisors will learn how to expand their current practices and create frameworks for greater success.

Our commitment: We promise advisors will exit each session with an actionable takeaway, and the ability to earn +10 CE credits.

See the agenda >

Diversify your career by forming long-term connections.

The experience: Every person you meet is an opportunity to grow – and connections you make will last long after you leave the conference.

With hundreds of financial advisors in attendance, the opportunities to expand your network are endless.
We facilitate networking at the event in many ways: structured, group settings for intentional discussions, as well as plenty of unstructured time to mingle casually.
Participate in and meet community-oriented people at charity events.

Our commitment: We guarantee you’ll leave the conference with at least one new connection.

Get connected >

“Exchange was a phenomenal conference which every advisor in this industry should attend. Every year I learn a new product or build on the knowledge I already have. To provide excellent service to our clients, we need to always be a student of our trade. After many years in this business, we can get comfortable and think we know it all. The only way to stay sharp is be keep on learning.”

Jesus Lopez, Asterion Wealth Advisory Group

“My opinion – it’s the perfect combination of innovation, new technology, new applications for advisors, and tons of ancillary benefits. It’s very fun; people who are attending want to have a good time. Most importantly, you actually walk away from the conference feeling like you learned something.”

Harrison Quinn, HDQ Wealth

“I get more meetings and business done in two and a half days at Exchange than in two months back in my NY office!”

Global Asset Manager

“Always great content and networking! One of the few conferences I take time from work for.”

Kathryn Schwartz, Pawleys Investment Advisors

“My partner and I were thoroughly impressed. We’ve been in the industry for over 20 years and attended many conferences. By far, Exchange is our favorite. We’re looking forward to connecting with industry talent again. My business partners had me summarize some of my “takeaways” from the conference, and it was difficult for me to only name a FEW items. We made new friends, deepened our understanding of professional topics, and left with levity. ”

Stasia Veramallay, Vista Investment Partners

“The number one challenge I have is getting in front of clients. At Exchange, I can get in front of existing clients and meet new prospects more easily than traveling for a month.”

Global asset manager and sponsor

I’ve been going to Exchange for years now. I really enjoy connecting with the fund providers and learning about the strategies they’re bringing to market. I’ve actually made portfolio allocation decisions based on conversations that I’ve had at the event.

Lenny Roth, UBS

Built for advisors – by advisors

Meet the group of financial advisors who are helping make Exchange 2025 a high-value experience for you and your colleagues. The council represents the greater financial advisor community and provides input on:

The content, speakers, and overall agenda
The in-person experience
And most importantly, how to perpetuate community before, during, and in-between each event