A curated, face-to-face experience connecting independent RIA leaders of scale with peers and select solution providers through customized meetings, roundtables, meals and social engagement.
The reference describes a highly curated format in which participants complete an application, identify priorities, and receive a personalized agenda connecting them with the people most relevant to their challenges and opportunities.
Small enough for meaningful engagement and broad enough for a useful range of experiences.
Meet, dine, discuss and exchange practical ideas across two action-packed days.
The reference states that airfare, transportation, resort accommodations, meals and event costs were covered for eligible RIA participants.
Topics highlighted in the source include customer acquisition beyond referrals, tuck-in strategies, staffing and succession, service mix, compliance and technology costs, and planning for future exits.
The vendor experience is built around pre-screened decision-makers, customized schedules and equal access—without traditional exhibit booths or a standard conference breakout model.
Review the RIA experience, vendor format, curated agenda model and event organizer.