Advancing Knowledge in Financial Planning
Master List Of Financial Advisor Conferences For 2025-2026
Ron Carson’s Excell
Ron Carson's Excell conference is for RIAs and BDs generating between $250k to $750k of revenue who are interested in going from being an advisor to being an advisory firm owner. This is an excellent conference for succession planning ideas.
Price: $0
Content Focus: Practice Management
Channel: Independent BD, RIA
Organizer: Private Organization
Speaker:
Michael Kitces
Topic:
*Five Industry Trends Reshaping Financial Advice
