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What a Summit!

By Dan Bolton,
Director of Conferences & Events

Lake Tahoe isn’t just a destination for tourists. Last week it became a destination for our fearless financial advisors to connect, network, and relax with their peers. There were boats, bartenders, and business (because we know how to work hard and play hard) and we are thrilled about how well the inaugural Fearless Investing Summit went. From the exclusive access to the speakers, personalized education tailored to the attendee, and exciting events that created memorable networking opportunities, we wanted to create a conference experience like no other. And by the looks of all the amazing feedback we’ve received—I believe we accomplished that.

After attending 80+ conferences each year, we had a pretty good idea of how we wanted our attendees to feel and what our measure of success would be. We noticed that most conferences have a 50:1 staff/attendee ratio, and the really good ones are closer to 25:1. We brought in over 80 staff members to pull off the inaugural summit, making our ratio closer to 5:1, which means our attendees got the personalized attention they’ve come to expect from our product and should expect from our conference.

We’ve already got exciting plans underway for next year’s Fearless Investing Summit that will be announced in the coming weeks. In the meantime, check out the keynote below and sign up for our newsletter at the bottom of this page to be the first to know the dates and location for 2018! Any questions? Send an email to [email protected]. We’ll keep you informed of the latest, including access to the early bird pricing as soon as it’s available.

For those that joined us, it wouldn’t have been the same without you. Thank you, from all of us. Here’s to great things for the rest of the year and beyond!

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