The Q4 BD Exec Forum
The Q4 BD Exec Forum offers Broker/Dealer Executives the opportunity to meet with their peers and solution providers from innovative investment institutions and FinTech companies.
Over the course of 2.5 days, attendees can participate in engaging roundtable discussions, hear from inspiring keynote speakers, and enjoy personalized, one-on-one meetings. The event also includes multiple networking opportunities, including an opening night cocktail reception and sponsor hosted dine around and dinner at The Florida Aquarium featuring a reception aboard the Bay Spirit II on Tampa Bay on the 2nd night.
The Q4 BD Exec Forum offers Broker/Dealer Executives the opportunity to meet with their peers and solution providers from innovative investment institutions and FinTech companies.
Over the course of 2.5 days, attendees can participate in engaging roundtable discussions, hear from inspiring keynote speakers, and enjoy personalized, one-on-one meetings. The event also includes multiple networking opportunities, including an opening night cocktail reception and sponsor hosted dine around and dinner at The Florida Aquarium featuring a reception aboard the Bay Spirit II on Tampa Bay on the 2nd night.
Trending Discussion Topics
Transition Strategies:
Recruiting new Advisors each year is the lifeblood of your firm. In this session we will hear strategies for effectively transitioning new Advisors to your firm in the most compliant manner.
Incorporating Alternatives:
Alternative Investments are increasingly being adopted by Brokers/Dealers who are looking to expand investment offerings for their advisors.
Who Attends
Renaissance Tampa International Plaza Hotel
October 25-27, 2023
Address
4200 Jim Walter Blvd
Tampa, Florida, 33607
Night 2 RelationshipBuilder™ event
The Florida Aquarium
Address
701 Channelside Drive
Tampa, FL 33602
Disclaimer: The Finlocity Q4 BD Exec Forum, Website pages, and all associated content are solely intended for use by financial services professionals and solution providers. All other uses are prohibited without express written permission.
