INSITE is a premier industry event for success-minded advisors interested in enhancing client relationships and growing their business.
INSITE features an impressive lineup of world leaders and industry experts, showcases our latest offerings, provides access to an exhibit hall featuring strategic providers and helps advisors grow their business, increase efficiency and differentiate themselves in today’s marketplace.
INSITE enables success-minded professionals like you to take your business to the next level.
UNCOVER GROWTH OPPORTUNITIES
Uncover wealth management and investment strategies to improve profitability and drive business growth
HARNESS EMERGING TECHNOLOGY
Leverage emerging technology to create efficient processes and capacity
PREPARE FOR CHANGE
Plan for the impact to your clients and your business in the world of changing markets and regulations
POSITION YOUR TEAM
Recruit and retain strong people today to strategically position your business for tomorrow
For 20 years, INSITE has featured the best minds in the industry—top world leaders and thinkers who inspire innovation.
Continuing Education (CE) Credits
Fulfill your CE requirements by attending qualifying sessions at INSITE 2018.
Earn credit for:
|CFA||Chartered Financial Analyst|
|CFP||Certified Financial Planner|
|CWS||Certified Wealth Strategist® (CWS)|
|IMCA||Investments & Wealth Institute (formerly IMCA®)|