Overview

An exclusive, invitation-only event for America’s preeminent Wealth Advisors and industry leaders.

In 2017, Forbes and SHOOK Research will host an unprecedented gathering of America’s Top 200 Wealth Advisors as ranked in the August 23rd issue of Forbes magazine. They will be joined by 300 advisors whose performance ranks them in the top of the industry.

All together attendees will represent nearly $1 Trillion of assets under management, presenting an ideal opportunity to create relationships with key prospects and drive consideration for financial products and luxury goods.

Presenters/Areas of Focus

The Forbes/SHOOK Top Advisor provides the industry’s highest-level insights tailored for America’s most elite advisors. Presenting advisors will be those hand-selected from SHOOK’s top wealth advisor rankings in Forbes magazine—top Advisors, Top Women Advisors, etc.

Millennials
Leaders in social media, including founders of unicorn-type companies
America’s top Millennial FAs (to be featured in an upcoming Forbes ranking)

Investing Pros
Including some of the best-known hedge fund, private equity managers and strategists, along with America’s most elite advisors—as featured in Forbes magazine

Philanthropic Givers
Some of America’s wealthiest—and biggest givers—will inspire


Potential agenda items include:

  • Building a pure advisory model
  • Preparing your team, clients and yourself for the new regulatory world
  • Intergenerational wealth
  • The industry’s fastest-growing FAs share what’s working
  • The “Ones”—the number one FA at each firm each sharing best ideas
  • Goals-based investing—best practices
  • Top teams share their plans for the future
  • Working with families
  • Impact investing
  • Attracting & servicing next-gen clients
  • Practice management
  • Working with Millennials
  • Team dynamics, compensation, hiring
  • Leadership, culture
  • The future of technology in your practice
  • Operating efficiencies
  • Marketing for growth
  • Building an outsourced family office
  • Partnering
  • Investing and portfolio construction
  • Servicing affluent clients, offering exceptional value
  • Seeking unique investing ideas
  • Using social media to enhance relationships and build business

**CE credits will be available.      

Agenda

Wednesday, March 15, 2017

05:00pm

Cocktails & Dinner Gala

Thursday, March 16, 2017

07:00am

Breakfast

08:00am

Plenary Sessions

05:00pm

Cocktail Reception

Friday, March 17, 2017

07:00am

Breakfast

08:00am

Plenary Sessions

12:00pm

Program Concludes

Attend

Interested In Attending?

Forbes • SHOOK Top Wealth Advisors Summit is by invitation only. Attendance is limited in order to maintain an intimate dialogue among all participants.

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Sponsors

Presenting

Partners

Location

Encore at Wynn Las Vegas

3131 S Las Vegas Blvd, Las Vegas, Nevada, 89109

Directions »

Contact

  • For Sponsorship Inquiries:
  • Melody Khodaverdian
  • Director, Conference Partnerships
  • 917.794.5859 | mkhodaverdian@forbes.com

Click here for information on how to nominate a potential speaker.

General Questions?Please fill out the form below and someone will get in touch with you.