Invest in your greatest asset—yourself.

Exchange is a financial services conference for advisors to strengthen their skills and develop across core dimensions of their professional portfolio.

Take your professional portfolio to the next level

Ensure your clients reach their growth goals with the most current thinking from top experts.
 
The experience: Exchange taps thought leaders and industry names to share the latest in portfolio construction and product innovation.
 
  • We’ve been joined by top minds such as Ian Bremmer, Dr. David Kelly, Cathie Wood and Jeff Gundlach in the past.
  • Participate in discussions that range from the Fed and where finance is headed – to using model portfolios in your practice.
  • Advisors will find all the building blocks for strong portfolios and industry insights.
Our commitment: You’ll leave with at least one new strategy, product idea, or a portfolio construction tip to apply to your portfolios.

See all speakers >

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Invest in your source of income – growing your practice.

 

The experience: Collaborate with your peers and share learnings that will make an immediate impact to your day-to-day.

  • Advisor-only content sessions, including a CFP Ethics for the Modern Advisor course.
  • Personalized coaching with Shaping Wealth’s Brian Portnoy and Neil Bage.
  • Advisors will learn how to expand their current practices and create frameworks for greater success.

Our commitment: We promise advisors will exit each session with an actionable takeaway, and the ability to earn +10 CE credits.


See the agenda >

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Diversify your career by forming long-term connections.

 

The experience: Every person you meet is an opportunity to grow – and connections you make will last long after you leave the conference.

  • With hundreds of financial advisors in attendance, the opportunities to expand your network are endless.
  • We facilitate networking at the event in many ways: structured, group settings for intentional discussions, as well as plenty of unstructured time to mingle casually.
  • Participate in and meet community-oriented people at charity events.

Our commitment: We guarantee you’ll leave the conference with at least one new connection.


Get connected >

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“Exchange was a phenomenal conference which every advisor in this industry should attend. Every year I learn a new product or build on the knowledge I already have. To provide excellent service to our clients, we need to always be a student of our trade. After many years in this business, we can get comfortable and think we know it all. The only way to stay sharp is be keep on learning.”

Jesus Lopez, Asterion Wealth Advisory Group

“My opinion – it’s the perfect combination of innovation, new technology, new applications for advisors, and tons of ancillary benefits. It’s very fun; people who are attending want to have a good time. Most importantly, you actually walk away from the conference feeling like you learned something.”

Harrison Quinn, HDQ Wealth

“I get more meetings and business done in two and a half days at Exchange than in two months back in my NY office!”

Global Asset Manager

“Always great content and networking! One of the few conferences I take time from work for.”

Kathryn Schwartz, Pawleys Investment Advisors 

“My partner and I were thoroughly impressed. We’ve been in the industry for over 20 years and attended many conferences. By far, Exchange is our favorite. We’re looking forward to connecting with industry talent again. My business partners had me summarize some of my “takeaways” from the conference, and it was difficult for me to only name a FEW items. We made new friends, deepened our understanding of professional topics, and left with levity. ”

Stasia Veramallay, Vista Investment Partners

“The number one challenge I have is getting in front of clients. At Exchange, I can get in front of existing clients and meet new prospects more easily than traveling for a month.”

Global asset manager and sponsor

I’ve been going to Exchange for years now. I really enjoy connecting with the fund providers and learning about the strategies they’re bringing to market. I’ve actually made portfolio allocation decisions based on conversations that I’ve had at the event.

Lenny Roth, UBS

Built for advisors – by advisors

Meet the group of financial advisors who are helping make Exchange 2025 a high-value experience for you and your colleagues. The council represents the greater financial advisor community and provides input on:

 

  • The content, speakers, and overall agenda
  • The in-person experience
  • And most importantly, how to perpetuate community before, during, and in-between each event

Invest in yourself

Wheel of Impact

Future Proof’s Wheel of Impact promotes the power of giving in a fun, dynamic and social way. With a donation of any size, attendees can have the ability to spin the wheel, determining where the donation will go and how it will be used. Land on the “mystery” selection and have a chance to win items, trips and other experiences.

Health Is Wealth Center

Physical and mental health is the cornerstone of any successful long-term wealth plan. But for years, our industry has prioritized work over health, leading to unhealthy lifestyles and employee burnout. The Health Is Wealth Center provides a warm and relaxed setting, allowing attendees to come in and recharge, grab a drink from the juice bar and eat healthy snacks. The space will also be home to daily group yoga and fitness classes as well as meditation sessions.

Future Proof Creator Corner

rhe Creator Corner is built to support creators, creatives and brands. It’s equipped with a podcast recording studio and first-of-its-kind Collab Lab. The podcast area will afford attendees the ability to record podcast sessions and will feature podcast consultants helping to answer questions of both existing podcast hosts and aspiring creators. The Collab Lab is where asset managers and fintech companies collaborate with leading and emerging finance influencers. Looking for engaging content built for the modern financial professional or investor? We offer high quality video and audio production for all your creative needs.

Future Proof Live

Future Proof Live is our full-production broadcast studio strategically placed at the heart of the Boardwalk. Our very own Future Proof anchors will provide all-day commentary featuring casual speakers and celebrity interviews as well as unexpected guest appearances. Future Proof Live extends our one-of-a-kind experience to a larger audience virtually.

BrainDate

Technology is embedded in everything we do. So, why should a conference be any different? Exchange has invested in the next generation of networking apps, allowing you to connect, interact and share your experiences, before, after and on site at Exchange. Build lasting relationships and connections to empower your business.

NYSE TV Studio

Get the latest ETF industry update at Exchange! With 100+ industry leaders and innovators, there’s no shortage of amazing ideas going around. Add another 100+ thought leaders on top of that, and you have a content bonanza. Stop by and watch as the NYSE brings our TV studio to life.

Cabanas

No trip to South Florida is complete without a visit to the world-famous cabanas of the Fontainebleau. Connect and host your peers, clients and colleagues in a more relaxed environment as you step outside to take in the fresh air, reenergize and get business done.

Immersive Experiences

People want to fall in love with your brand, they want to understand it, experience it. Exchange welcomes 100+ sponsors with interactive booths to bring you closer to the ETF industry, leaving you better educated and prepared for the road ahead.

Podcast Booth

Podcasts are taking over the world, but how do you get started? At Exchange, we bring the experts to you. Book a time slot to learn more about how you can get your podcast off the ground. Already have a podcast? Book a time slot and invite a guest or two, and record a podcast live from Exchange.

Marketplace Tours

Large exhibit halls can be intimidating, with what feels like countless aisles of booths, making it difficult to know where to start. Exchange introduces our Marketplace guided tours. Join our expert guides as they highlight the most innovative companies driving meaningful change in the ETF industry.

Wednesday Night Reception

TUESDAY Night Reception

The team at Exchange is hard at work putting together a truly unique Miami experience. Stay Tuned for more details.

Mission Miami

Monday

Miami is vibrant and full of life, art and food that is truly unique to this wonderful city. Take advantage of being out of the cold and soak up all that Miami has to offer. Not sure what to do? Check in with us and we’ll let you know what’s happening and where you should be going.

Night Welcome Reception

SUNDAY

Exchange kicks off our networking with a welcome reception just feet from the Atlantic Ocean. Enjoy amazing cocktails, little bites and the warm air as you reconnect with peers and industry colleagues after more than two years of being apart. Stay tuned for more details

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