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Which Can’t-Miss Financial Advisor Conference Should You Attend in 2023?

Advisor conferences are much more than fancy hotels and networking over cocktails – they’re a chance to connect with industry veterans and chat with new-on-the-scene innovators.

From demos of the latest software solutions to expert-led workshops that fill your CE requirements, these events are packed with valuable insights, the latest trends, and best practices that can take your career to the next level.

But with a jam-packed conference season (and your already busy schedule), it can be tough to know which events are worth the price of admission and time away from home.

That’s why we’ve rounded up this guide to can’t-miss financial advisor conferences of 2023 – including some exclusive discount codes you’ll want to nab.

Must Attend Financial Advisor Conferences in 2023

T3 Advisor Conference

March 13-16, 2023
Tampa, Florida

What the Masters is for golf, T3 is for the wealth management profession. It’s an annual classic that brings together the industry’s leading technology vendors and stakeholders in one coastal location. With opportunities for CE credit and a big T3 FinTech party on

March 15, you’ll feel the FOMO if you miss out on T3.

Register for T3

*Nitrogen has limited discounted pricing available to financial advisors for this event. If interested, please contact [email protected].

Envestnet Summit

April 26-27, 2023
Denver, Colorado

The pinnacle event for Envestnet, their annual conference, highlights all things around their tech ecosystem. You can expect two full days of keynote presentations, breakout sessions, and hands-on learning opportunities at this springtime event.

Register for Envestnet


May 3-5, 2023
Las Vegas, Nevada

The industry’s first (and only!) dedicated conference to marketing is equal parts educational and thrilling. Marketing automation company Snappy Kraken is the mastermind behind Jolt, and has created a meaningful event for those wanting to learn about marketing strategies.

Jolt’s west-coast conference has earned Choir’s Conference Diversity Certification, was ranked a Top Advisor Conference by Kitces’ Nerd’s Eye View, and donates event profits to the CEE program, Girls Invest!

Register for Jolt

WealthManagement EDGE

May 21-24, 2023
Hollywood, Florida

The annual conference is ideal for advisors who want to keep up with current trends, technologies, and strategies. Featuring a rollup of RIA Edge, WealthStack, and InsideETFs, there is something for everyone – and the event attracts 2,000+ attendees each year.

Grab your ticket before it’s gone!

Register for WealthManagement EDGE

*Nitrogen has limited discounted pricing available to financial advisors for this event. If interested, please contact [email protected].

LPL Focus

August 4-7, 2023
San Diego, California

LPL’s national conference shoots and scores on a lofty goal: bringing together LPL advisors, institutional clients, sponsors, and employees to learn and share industry insights and knowledge.

After a virtual-only conference in 2021, Focus has since returned to an in-person format to great success.

Register for LPL Focus

Carson Excell

September 12-14, 2023
Nashville, Tennessee

Consistent. Engaging. Memorable. Three words that describe Carson Group’s Excell conference and the work their team does each year to bring financial advisors together. This year’s 1,200+ person conference takes place in the country’s music capital and will offer countless opportunities for learning and growth.

Register for Carson Excell

Fearless Investing Summit

October 2-4, 2023
Miami, Florida

Nitrogen’s annual conference has been named a top conference for financial advisors by both US News and

Join over 1,000 investment professionals from all 50 states as the event features a lineup of big-name speakers, 15+ hours of CFP CE, and a networking community like no other.

Register for Fearless Investing Summit

*Nitrogen has discounted pricing available to financial advisors for this event. If interested, please contact [email protected].

SS&C Deliver

October 22-24, 2023
Austin, Texas

This conference is a can’t-miss for executives and decision-makers across all SS&C solutions, offering hands-on learning sessions, industry insights, and endless networking moments. Excitement and education combine at this fall conference held in Austin, Texas, this coming October.

Register for SS&C Deliver

Schwab Impact

October 24-26, 2023
Philadelphia, Pennsylvania

If you work with Schwab (or are considering a future partnership), this is a can’t-miss event. The conference also offers opportunities to connect with future-forward advisors and industry icons amid expert sessions and tech presentations.

Register for Impact


Connect with Nitrogen

Make an impact at industry conferences in 2023 with the help of the Nitrogen growth platform, offering world-class analytics, research, compliance solutions, and beyond.

Click here to learn more or schedule your free demo of Nitrogen today.

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