All Events

Immerse yourself in comprehensive education spanning a diverse array of planning topics, providing a thorough understanding of the latest industry and regulatory trends. Gain deeper insight into NAPFA and its dedicated advocacy for consumer protection and fiduciary standards. Elevate your understanding through exposure to the expertise of leading minds in financial planning, economics, and investments

The Commonwealth National 2024 conference is an exceptional industry event featuring renowned keynote speakers like Jason Sudeikis, Jeffrey Robinson, Priya Parker, Adam Grant, and JJ Johns. It's a prime opportunity to network with advisors and firm leaders, elevate your brand's presence, and create lasting connections. Take advantage of this event to showcase your latest products and services, making a strong and memorable impact.

Join us this fall in Scottsdale, AZ, for an exciting and dynamic event! This year's gathering provides advisors and sponsors with excellent opportunities to network, build meaningful connections, and drive growth. Don't miss out on this chance to engage with industry leaders and expand your reach!

Unite with numerous financial advisors, executives in wealth management, LPs, asset managers, fintech professionals, emerging startups, and media representatives for an immersive four-day festival. Future Proof diverges from conventional conference venues to bring you sandy beaches. Revel in a dynamic, top-tier, five-star event that seamlessly blends education, productive networking, brand activations, music, and art within an unforgettable outdoor beachside ambiance.

Modern financial advisory firms focused on growth can take advantage of a number of organic and inorganic strategies for achieving their goals. This session brings together both sides of the growth coin, combining Intention.ly’s marketing and branding expertise with FP Transitions’ depth of equity management, valuation, and M&A insights.

Join Melissa Thomas, Partner and Head of Strategy at Intention.ly, and Marcus Hagood, Director of Equity Management Solutions at FP Transitions, for Your Complete Guide to Growth: Master Advisor Branding, Marketing, and Acquisition Strategies. During the event, you’ll learn:

• Key valuation trends and insights based on data from over 16,000+ wealth management firms
• How to identify and capitalize on indicators of firm growth
• Why a strong advisor brand is essential for growth, and a framework for building one
• Best practices for developing and optimizing a marketing budget
• Proven tips for maximizing ROI on your marketing investments

You’ll also get a closer look at how Intention.ly and FP Transitions are partnering to help firms maximize their potential. Don’t miss out!