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INVESTING IN PROFITABILITY, PERFORMANCE AND PEOPLE

NOVEMBER 13, 2019 | Swissôtel CHICAGO

#INtopfirms

Providing executives from top financial firms with an elite experience

The 2019 Top Advisory Firm Summit will provide CEOs, COOs, CTOs, CMOs, and Managing Partners from the top financial firms with a day away from their business to work on their business with their peers and the industry’s leading practice management experts. This new one-day event from InvestmentNews, combines the content and networking formerly featured at the Best Practices Workshop and Best Places to Work events.

Join us as we bring InvestmentNews’ extensive benchmarking studies to life translating data into practical growth strategies. Get insight around compensation, staffing, pricing and profitability, as well as technology investments to remain—or become—a top advisory firm.

Top 2019 InvestmentNews’ Best Places to Work for Financial Advisers honorees will be celebrated at the Top Advisory Firm Summit, along with those receiving InvestmentNews’ 2019 Compensation & Staffing and Technology Best Practices recognitions.

REGISTRATION COSTS - INDIVIDUAL TICKET
Early Bird Pricing (through August 30, 2019) - $449
Regular Pricing (after August 30, 2019) - $499
Non-Adviser / Industry Professional - $1,295

Sponsored by

Travel / Hotel

Swissôtel CHICAGO

323 East Upper Wacker Drive

Chicago, IL 60601

Tel: 312-565-0565

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Join the Conversation

Join our LinkedIn Group and follow us on Twitter to participate in the most important conversation impacting our industry, and network with other top advisory firms and financial advisers who are attending the Summit.

What does soccer and the 1999 Women’s National Team have to do with money? For Chloe McKenzie of @blackfeminc the a… https://t.co/ZZP9W7oQq7Tuesday, Jul 09, 2019 9:33PM @eventsFromIN What’s your first memory of money? @investmentnews publisher and CEO @suzsiracuse talks about her first bank book a… https://t.co/gyjcXoJDgLTuesday, Jul 09, 2019 9:30PM @eventsFromIN When it comes to building a business, debt is critical. Angie O’Leary of @RBC explains how she learned that lesson… https://t.co/uPUCk7ciewTuesday, Jul 09, 2019 9:27PM @eventsFromIN
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