Exchange
is where the financial services industry transforms into a vibrant community. Unlike typical financial services conferences, which often overlook the unique needs of advisors and the broader financial ecosystem,
Exchange
is designed to be beneficial for every professional involved in financial services. Attendees come not only for top-tier thought leadership and content but also to forge connections and meet their business objectives.
To truly grasp the event’s impact, it’s insightful to hear from the financial advisors who participated in 2025.
The Numbers Speak for Themselves
After the conference, a survey was conducted among attending advisors. Here are the key findings:
- 87.5% of advisors are likely or very likely to recommend this event.
- 92.6% rated
Exchange
as excellent, very good, or good. - 83.1% of advisors plan to attend
Exchange
in 2026.
Content is King – But so is Networking
Advisors cited content and networking as their primary reasons for attending
Exchange
. In 2025, the conference featured over 44 unique sessions covering macro insights, practice management, portfolio strategies, and finance-related topics.
Notable speakers included finance luminaries like Dr. David Kelly, Jeremy Grantham, and Jeffrey Gundlach, alongside experts such as Ian Bremmer and Jennifer Morgan, who shared their unique perspectives with attendees.
This diverse range of insights ignited discussions, inspired actions, and helped advisors explore new opportunities. Additionally, attendees could earn over 10 CE credits, including the important Ethics course.
Advisor Jason Baucom from LPL remarked, “Thanks for hosting thought-provoking sessions that provided valuable insights into the nuances of ETFs, market outlooks, and the impact of politics on investment decisions.”
Exchange
is consistently praised for its exceptional networking opportunities, bringing together a diverse community of financial advisors and the broader financial services ecosystem. Advisors benefit from learning from peers, regardless of their career stage or practice type.
While most attendees were RIAs, the conference attracted a wide range of firms, with 60% of advisors managing over $100M in assets, creating a high-caliber environment for networking and collaboration.
Ethan Powell from Brookmont Capital Management shared, “It was a great week at
Exchange
catching up with old friends, meeting new ones, and learning from a wealth of diverse perspectives.”
The Takeaways
Exchange
attendees left with:
- World-class insights: Attendees gained actionable strategies from top investment experts and economic thought leaders, equipping them to stay ahead of industry trends and make informed decisions for their clients.
- Meaningful connections: The event architecture, crafted by advisors for advisors, fosters a genuine sense of community, allowing for authentic relationships and connections with peers who understand the challenges of the profession.
- Lasting impact: The experience at
Exchange
is designed to provide a return on your time that extends well beyond the conference, equipping attendees with practical ideas and fresh perspectives for immediate, tangible results in their practice.
But don’t just take our word for it; hear from your advisor peers firsthand.
Join us and discover why so many advisors consider
Exchange
the most valuable event of the year.
Exchange 2026
will take place at Virgin Hotels, Las Vegas, from March 15-18, 2026.
Register for the event here.
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