• Explore Investing & Technology Trends

    Palm Beach, FL | October, 2023
At The Forum

2nd annual Q4 BD Exec Forum

The Q4 BD Exec Forum will give Broker/Dealer CXOs the opportunity to meet and network with innovative technology solution providers and leaders from the most respected investment institutions. This exclusive gathering held in a relaxed, yet focused business environment will bring together senior broker/dealer executives to collaborate on key issues, originate ideas, and learn about the latest business development strategies. 

​Don’t miss this opportunity to meet with your peers and stay abreast of beneficial technology innovations and the latest in investments.

Trending Discussion Topics

  • Back Office Automation - Reducing Paperwork
  • Advisor Recruiting & Retention Strategies
  • Managing New FINRA, SEC, DOL Regulations
  • Cost-Effective Marketing Solutions for Attracting New Clients
  • M&A and Succession Planning 

Who Attends

BD Home Office Execs

Technology Innovators

Investment Providers & 
Research Analysts

At The Forum

Leadership Keynotes

This is your opportunity to listen-in on leading industry executives, view new and emerging products & services, and find out what the best are doing to excel in this new era of financial services. General Session presentations of 30-minutes each. 

RelationshipBuilder™ events

Forums feature two RelationshipBuilder™ events to mingle with other attendees while enjoying great food & drink. Having fun together with new friends becomes the basis for new business relationships. 

Peer-to-peer Executive Panels

Your opportunity to start a dialogue with top performers to accomplish your meeting objectives. Peer-to-Peer Panel Discussion sessions will last approx. 40-minutes each. 

PowerMatch™ Sessions

This is your opportunity for some great face time. iLike PowerMatch Sessions last approx. 25- minutes each and sponsors participate in multiple sessions. To help ensure that your meetings are as productive as possible—we’ll apply our unique iLike™ matching methodology to capture attendee interests and facilitate meaningful introductions. 



When should I Pre-Register for the Q4 BD Exec Forum?

We recommend, the sooner, the better. 

How much does it cost to attend?

The travel, lodging, meals, event & entertainment are complimentary for approved attendees. 

Please fill out the pre-reservation form to learn more about attending this exclusive event.

When do I receive my personal agenda?

You will receive a personal agenda upon event registration at the hotel. 


For general inquiries:

Please reach out to contact@finlocity.com

For press-related inquiries:

Please reach out to contact@finlocity.com

For programming-related inquiries:

Please reach out to alan.giancaterino@finlocity.com

For sponsor/attendee-related inquiries:

Please reach out to alan.giancaterino@finlocity.com or ryan.metzler@finlocity.com

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.