Sponsorship Opportunities

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October 26-28, 2022

Green Valley Ranch Resort & Spa
Henderson, NV
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May 24-26, 2022

Sante Fe, NM
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​a Proven Format

PowerMatch™ Sessions
Peer-to-Peer Roundtables
RelationshipBuilder™ Events
General Sessions & Keynotes
PowerMatch™ Sessions

iLike - PowerMatchSessions

Q4 Forums feature pre-scheduled one-on-one meetings between our Sponsors and some of the largest and top performing Wealth Managers in our industry.  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. This is your opportunity for some great face time to share your firm’s unique value proposition in an intimate setting without competition for their attention. iLike™ PowerMatch™ Sessions last approx. 20- minutes each and every Sponsor participates in multiple sessions. 

Peer-to-Peer Roundtables

Peer-to-Peer Roundtable Discussions

Q4 Forums bring together some of the best & brightest Wealth Managers in our industry. Sponsors will present a case study featuring their solution and then moderate a roundtable discussion regarding the challenges solved in the case study. This is your opportunity to start a dialogue with top performers to accomplish your meeting objectives. Peer-to-Peer Roundtable Discussion sessions will last approx. 40-minutes each. 

RelationshipBuilder™ Events

RelationshipBuilder Events

Q4 Forums feature two events to mingle with other attendees while enjoying great food & drink. We make sure our special guests and Sponsors have the perfect environment to introduce themselves.Having fun together with new friends becomes the basis for new business relationships. All Sponsors participate in the RelationshipBuilder events. 

General Sessions & Keynotes

General Session Presentations

This is your opportunity to showcase your products & services and share your message with the entire audience of leading Wealth Managers at once during prime meeting time. We limit the number of these sessions to put the spotlight on our top Sponsors. Platinum Premier Sponsors are featured as the opening 40-minute presentation each day. Gold Plus Sponsors are featured in General Session presentations of 30-minutes each. 


Most industry conferences are quite large. Many of these conferences have upwards of 1,000 attendees as well as scores of exhibitors and presenters. The excessive size of these conferences tends to hinder the ability to network and discuss topics most relevant and important to you. Not to mention, it can be daunting and sometimes impossible to meet the right individuals inline with your interest and objectives. 

Our approach at Q4 Forums is to create a more intimate, engaging, and focused environment in which attendees can discuss topics of interest and learn about new techniques, technologies, and solutions to help business thrive. 

To enhance this experience, Finlocity uses a proprietary matching system called iLike; Each attendee is given an iLike questionnaire upon registration which consists of a series of categories that are scored with their level of interest. Our proprietary algorithm helps match the results with solution providers most relevant to the needs of that attendee, allowing us to offer a more efficient networking and targeted prospecting experience. We take the guesswork out of achieving ROI!

Some of our ​clients

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