Exchange is where the financial services industry becomes a community. This sets it apart from run-of-the-mill financial services conferences, which are not designed to cater to the advisor and the broader financial services industry. Exchange is built to be useful to every occupation that touches financial services. Attendees show up to the conference not just for the best-in-class thought leadership and content, but to make connections and achieve business goals.
The best way to understand the impact of the event is to hear directly from the financial advisors who attended in 2025.
The Numbers Speak for Themselves
Following the conference, advisors who attended were surveyed. Here are the results:
- 87.5% of advisors are likely or very likely to recommend this event.
- 92.6% of advisors rated Exchange as excellent, very good, or good.
- 83.1% of advisors expect to attend Exchange in 2026
Content is King – But so is Networking
Advisors indicated the top reasons they attended Exchange were for the content and the networking. In 2025, the Exchange conference offered more than 44 unique sessions that spanned macro insights, practice management, portfolio strategies, and finance-adjacent topics.
Past speakers included finance intellectual heavy weights like Dr. David Kelly, Jeremy Grantham, and Jeffrey Gundlach. They also included experts like Ian Bremmer, Jennifer Morgan, Richard Haass, Neil Bage, and Rodney Mullen, who brought their unique life experience and perspective to attendees.
The diverse array of insights sparked conversation, inspired action, and helped advisors unlock new possibilities. Additionally, more than 10 CE credits were on offer, including the elusive Ethics course.
Speaking to the content, advisor Jason Baucom of LPL commented, “thanks for having extremely thought-provoking sessions where attendees gained valuable insight into the subtle and niche differences in ETFs, short- and long-term market outlooks, how politics is affecting investment decisions, and crypto.”
Exchange has been consistently lauded for its unparalleled networking opportunities, as the conference unites a diverse community of financial advisors and the broader financial services ecosystem under one roof. Advisors benefited from learning from peers, regardless of their career stage or practice type.
While the majority of attendees were RIAs, the conference attracted a broad range of firms, with 60% of attending advisors managing more than $100M in assets, ensuring a high-caliber environment for connections and collaboration.
Brookmont Capital Management’s Ethan Powell said of the event, “great week at Exchange catching up with old friends, meeting new ones and learning from a wealth of diverse perspectives.”
The Takeaways
Exchange attendees all walked away with:
- World-class insights: Attendees gained actionable insights and strategies from top investment experts and economic thought leaders, helping them stay ahead of industry trends and make smarter decisions for their clients.
- Meaningful connections: The unique event architecture, built by advisors for advisors, fosters a genuine sense of community. It's a place to forge authentic relationships and connect with peers who understand your professional challenges.
- Lasting impact: The experience at Exchange is designed to deliver a return on your time that extends well beyond the conference. Attendees walked away with practical ideas and a fresh perspective to drive immediate, tangible results for their practice.
But don’t just trust us, hear from your advisor peers firsthand.
Join us and see for yourself why so many advisors say Exchange is the most valuable event they attend all year.
Exchange 2026 will be held at the Virgin Hotels, Las Vegas, from March 15-18, 2026. You can register for the event here.
