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Master List Of Financial Advisor Conferences For 2023-2024

Think2Perform’s Evolve Conference

October 3-4 | 
Minneapolis, MN | 

The Evolve Conference is designed to help advisors grow their financial planning businesses with insights on leadership, time management, and emotional intelligence from prominent keynote speakers Morgan Housel, Liz Fosslien, and Johann Hari. Attendees will learn strategies to increase client recruitment, strengthen client retention, and improve decision-making under pressure during skills-building breakout presentations and have opportunities to network with peers focused on behavioral financial advice.

Price: $1,200-$1,600
Type: In Person
Content Focus: Behavioral Finance, General Planning, Practice Management
Channel: CFPs, Experienced Planner, Independent BD, RIA
Organizer: Private Organization
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