Overview
Who Attends
Advanced sales and marketing executives of carriers and distributors, CMOs, sales officers and estate and business planning specialists with accountability for serving individual markets.
Highlights
Designed by top-tier advanced sales professionals, the Forum is your exclusive gateway to expert advice from industry leaders with specialized expertise in this dynamic segment of the financial services market. As the only event of its kind, it is fully dedicated to elevating the practice of advanced sales. Whether you're navigating the pressures of doing more with less or adapting to organizational change, the Forum delivers unmatched insights from peers and game-changing strategies from industry experts.
This year’s conference theme—Explore, Inquire, Innovate—embodies the mindset of forward-thinking professionals in the advanced sales space. It challenges attendees to push boundaries, ask the right questions, and embrace transformative strategies that drive success in an evolving financial landscape.
Through interactive sessions, expert-led discussions, and peer-to-peer collaboration, this conference is your opportunity to explore new horizons, inquire with intention, and innovate for lasting success.