Professional Profile

First Name *

Last Name *

Email *

Phone *

Firm Name *

Role *

Firm Type *

Practice Stage & Focus

Years Leading Practice *

Approximate AUA Range *

Strategic Interests

What would make this weekend most valuable? *

Peer connection with similarly situated advisors

Exploring strategic options

Succession and ownership perspectives

Valuation and long-term planning

Leadership and practice management insights

Industry relationship-building

World-class shared experience

Time for reflection

Referral & Context

How did you hear about this experience? *

What prompted your interest at this time?

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