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The Top Five Reasons Why You Can’t Miss This Year’s Fearless Investing Summit

Named as a top conference for financial advisors by both US News and and a 2022 and 2023 finalist for the Wealth Management Industry Awards, the Fearless Investing Summit is where financial advisors network with the fastest-growing firms in the country, learn how to scale their business, and join a community empowering the world to invest fearlessly. 

This year’s Summit, set to take place at the luxurious JW Marriott Turnberry in vibrant Miami, Florida, offers more than just a chance to escape your office for a few days. It’s an opportunity to immerse yourself in a dedicated environment teeming with insights, ideas, and inspirations. It’s a stage where industry leaders, game-changers, and rising stars come together to share their expertise. Why should you, as a financial advisor, consider attending? Let’s reveal the top five reasons that make the 2023 Fearless Investing Summit an unmissable event. 

Reason 1: Grow Your Network and Your Business

With 1,000+ attendees from all 50 states and multiple countries, you’ll likely make a new connection within the first few minutes of being onsite. Firm executives, solo practitioners, home office leaders, and many other financial professionals – like yourself – come to network and learn with the best in the profession. 

We curate the event believing that who you know can often be just as important as what you know. From sharing insights and experiences to forging potential partnerships, the networking possibilities are endless with an agenda exclusively designed to encourage these interactions. From social events, happy hours, engaging sessions, and more, you’ll have ample opportunities to engage in insightful discussions and possibly even find your next mentor, partner, or business connection.

Past attendees have attributed much of their growth and success to the relationships they’ve established at the Summit. Essentially, it’s an investment in your professional network that will yield returns well beyond the conference. 

Reason 2: Invest in Your Professional Development

Professional development is a foundational aspect of being a successful financial advisor. The profession is constantly evolving, making ongoing education not just beneficial but necessary to stay ahead. It’s crucial to invest in yourself and your capabilities to ensure you’re offering the best services to your clients. That’s where this year’s Fearless Investing Summit shines. Beyond the invaluable learning and networking opportunities, the Summit also offers more than 15 hours of Certified Financial Planner (CFP) Continuing Education. This allows attendees to simultaneously enhance their knowledge and satisfy professional development requirements.

The agenda offers everything from main stage sessions covering broad industry topics such as marketing, investments, and business development, to breakout sessions tailored for deep dives into Nitrogen training, regulatory trends, the latest in financial technology, and so much more. The conference gives you the education and tools needed to go back to your practice with actionable and immediately applicable insights across a variety of disciplines. 

Reason 3: Hear from Game-Changing Speakers

One of the strongest draws of this year’s Fearless Investing Summit is undeniably the stellar speaker lineup. The opportunity to learn from these industry titans is one that simply can’t be missed. Take Michael Kitces, for instance, a renowned financial planning expert and co-founder of the XY Planning Network. He needs no introduction, but his deep insights into the field of financial planning have helped shape the industry, and his perspective is invaluable for any financial advisor seeking to expand their knowledge. Then we have Donald Miller, a NY Times best-selling author and CEO of StoryBrand, who has revolutionized marketing strategies with his unique approach to storytelling in business. Or hear from Ray Lewis, NFL Hall-of-Famer now motivational speaker, whose powerful messages about overcoming adversity and building resilience have inspired many.

With more than 50 speakers scheduled over three days, the Summit promises an unparalleled learning experience. The chance to absorb lessons from such a diverse group of experts, each a leader in their respective field, is an opportunity that financial advisors cannot miss.

Reason 4: Experience Florida’s #1 Resort

Welcome to the #1 Resort in Florida and winner of the Conde Nast Traveler Reader’s Choice Award for three consecutive years in a row. We’re delighted to host the 2023 Fearless Investing Summit at the JW Marriott Miami Turnberry, and can’t wait for you to experience all this 300-acre tropical paradise has to offer. Golf on multiple championship courses situated right outside your room. Indulge for dinner at the award-winning Bourbon Steak restaurant or dine al fresco at Corsair kitchen & bar. If you’re looking to bring your family, endless fun awaits at Tidal Cove waterpark and find time to rejuvenate at âme Spa & Wellness Collective.

This 5-star property offers Fearless Investing attendees a steeply discounted rate of $259 per night (regularly $619 per night!), allowing you to enjoy all the hotel’s extravagant amenities at an affordable price. 

Known for its exceptional service and luxurious amenities, hosting this year’s Fearless Investing Summit at the JW Marriott Turnberry is not just an opportunity for professional development, but a chance to refresh and recharge in one of the most beautiful destinations in the world.

Reason 5: Discover Incredible Partner Organizations

An invaluable element of the Fearless Investing Summit is the unique opportunity to engage directly with our incredible partner organizations. These companies – the top technology, fund managers, custodians, and more – will not only exhibit at the Summit, but also lead insightful sessions on a range of topics. In the course of a few hours, meet with Altruist, FMG Suite, Blackrock, Charles Schwab, and Redtail. And then turn the corner in the exhibit hall to 40+ additional organizations.

Whether it’s about wealth management tools, investment strategies, or regulatory updates, these sessions promise to be as enlightening as they are diverse. Meeting these organizations face-to-face opens doors for future collaborations and partnerships. You’re guaranteed to leave the conference with practical, actionable knowledge that you can use to elevate your practice, delivered first-hand by some of the leading organizations in the industry.

Overall, the 2023 Fearless Investing Summit represents an invaluable opportunity for every financial advisor committed to pushing the boundaries of their craft. With its stellar speaker line-up, unparalleled networking opportunities, cutting-edge education, unbeatable location, and a keen focus on gathering the best organizations in the profession, the Summit is much more than a conference—it’s a springboard for success. Don’t wait. The Summit has sold out the past five years. Invest in yourself, broaden your horizons, and join us at the 2023 Fearless Investing Summit to navigate the future of finance with confidence, and come back to your firm equipped to deliver the best for your clients.

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