The Wealth Management Conference You Don’t Want To Miss
MIAMI | OCTOBER 2-4, 2023
We’re delighted to host the 2023 Fearless Investing Summit at the #1 Resort in Florida, the JW Marriott Miami Turnberry, and have arranged multiple discounts on both lodging, airfare, and rental cars so that attendees can have a truly exceptional experience.
2022 RECAP
Connect with Peers
The attendee list is always diverse, 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.??At Fearless, there are no outsiders – only insiders, and we aim to treat each attendee as if we’re putting the event on exclusively for them. ?We do this by keeping our commitment to a 10:1 attendee-to-staff ratio to keep that Summit magic of an event where every guest is treated as unique.
REGISTER NOWThe Program
We’ll cover topics including:
- Firm Growth
- Investment Strategies
- Client Experience
- Marketing
- Financial Technology
- Compliance
MONDAY, OCTOBER 2ND
9:00 AM – 12:30 AM
Attendee Check-In
9:00 AM – 12:30 PM
Complimentary CFP CE Courses
9:00 AM – 11:30 AM
Fearless Women’s Summit
1:00 PM
Opening General Sessions
4:00 PM – 6:00 PM
Breakout Sessions
TUESDAY, OCTOBER 3RD
7:20 AM – 9:30 AM
Breakout Sessions
9:30 AM – 10:50 AM
General Sessions
11:00 AM – 12:00 PM
Riskalyze Product Keynote
12:00 PM – 1:30 PM
Lunch
12:30 PM – 1:30 PM
1:1 Product Training
WEDNESDAY, OCTOBER 4TH
7:20 AM – 9:30 AM
Breakout Sessions
8:30 – 9:30 AM
1:1 Product Training
9:00 AM – 10:00 AM
Spouse Activity: Morning Yoga
9:30 AM – 11:00 AM
General Sessions
12:00 PM – 1:30 PM
Lunch
Who’s Speaking?
“Riskalyze has a track record of putting on a show for advisors attending its annual conferences”
– WealthManagement.com
The Venue
Welcome to the #1 Resort in Florida, Winner of 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 know our attendees will have a truly exceptional experience. Create extraordinary moments throughout the 300-acre tropical paradise. Practice your golf skills or tee off on multiple championship courses. Indulge for dinner at the award-winning BOURBON STEAK or dine al fresco at CORSAIR kitchen & bar for breakfast, lunch, dinner, or Sunday brunch. Endless fun awaits at Tidal Cove waterpark. Enjoy seasonal offerings designed to restore and rejuvenate at âme Spa & Wellness Collective. Luxuriate poolside at Cascata or explore all the latest apparel and gifts at the Pro Shop, Turnberry News, and Spa Boutique.
Book Now