Thomson Reuters Advisory Symposium aims to help practitioners elevate their advisory journey and capitalize on the success of their business. Create your opportunity by joining advisory workshops, peer-to-peer discussions and collaborations, panels of industry experts, and much more.
This three-day Advisory Symposium will bring both advisors in practice and practitioners who are ready to leave the grind behind and invest in strategic thinking to transform their practice into a more progressive firm!
Please make sure to bring your laptop or tablet to the Advisory Symposium to access the event's digital materials throughout the event.
How to know if Advisory Symposium is right for you?
Whether you are kickstarting your advisory journey or looking to advance your advisory services, we have a track for you.
Partner Summit track
Firms who need to kickstart their advisory journey will attend this track.
| I know I want to move towards advisory, but I don’t know how to do it right. |
| I provide my clients with advisory services, but I don’t think I am charging properly. |
| I provide my clients with advisory services, but I don’t have the processes systemized. |
| I am not a Practice Forward member or have never implemented Practice Forward. |
Practice Forward track*
Practice Forward Graduates who want to advance their advisory journey will attend this track.
| I am Practice Forward member. |
| My advisory business is successful, but I want to learn what’s next for advisory. |
| I have moved my firm towards advisory services, but I need help addressing roadblocks and increasing efficiency. |
| *To attend the Practice Forward Track at the Advisory Symposium, attendees must be active Practice Forward members. Should an attendee who is not an active Practice Forward member be found participating in a Practice Forward session, they will be transitioned to the Partner Summit Track. |
Dates & locations
| Location | Date | Hotel |
|---|---|---|
| Miami, FL | July 15-17, 2025 | Fontainebleau Miami Beach |
Agenda coming soon
Pricing & cancellation policy
Full retail price
$1,695 per attendee
Cancellation Policy
- Full refund up until 60 days before the event
- 50% refund from 59 to 46 days before the event
- No refund within 45 days of the event
Cancellations within 30 days before the event will also not be allowed to convert to another event or pre-paid training.
If you would like to cancel your existing registration for a full refund, a written cancellation request must be submitted to events.rsvp@thomsonreuters.com.
Explore the two-day Partner Summit to learn the steps you need to take to redefine your business model and distinguish between value-add advisory services and compliance services
