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Five Must Attend Advisor Conferences for Fall 2014

As the summer winds down, it’s back to school for financial advisors, with the fall/winter conference season getting underway. The importance of attending the right conferences cannot be taken lightly, as they provide an invaluable resource for you and the continued growth of your firm. 

However, with the amount of industry conferences on the scene, it can seem overwhelming when deciding which conference is the best fit from both an investment of time and money perspective. Just as you help your clients with their planning, it’s important to do your conference research and make selections based on your own individual needs and goals to ensure the best ROI (return on investment).  

To help you in this process, here’s a quick preview of what to expect.


Once you’ve made your plans, check out Gallery: Attending a Conference? 6 Tips for Making the Most of the Experience. Have a great conference experience!


Bill McGuire is principal of W.M.McGuire,LLC, an integrated marketing firm serving the independent advisor community. For more information visit or email [email protected].

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