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 3-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.
Kickstart your advisory journey
| 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. |
Advance your advisory services
| 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. |
Dates & locations
| Location | Date | Hotel |
|---|---|---|
| Carlsbad, CA | July 16-18, 2024 | Omni La Costa Resort & Spa |
Explore the 2-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
