PARTNER SUMMIT
ADVISORY SYMPOSIUM
Over the past decade, the Thomson Reuters Partner Summit Thought Leadership event has given hundreds of firm leaders a unique opportunity to learn how to build a more progressive firm. Become part of this exceptional group at one of this year’s events where Thomson Reuters speakers and guest practitioners will share the perspective they've gained over the years offering advisory services. You will learn the steps you need to take to redefine your business model and distinguish between value add advisory services and compliance services — and how you can monetize the value of that difference.
Partner Summits are among our most popular and thought-provoking events of the year and they fill up fast. So leave behind the daily grind for this two-day summit and invest in strategic thinking that will take your practice into a more progressive future!
Full Retail Price
$1,095 per attendee
REGISTER
Cancellation Policy
- Full refund up until 30 days before the event
- 50% refund 15-30 days before the event
- No refund 0-14 days before the event
Location change policy:
If you want to move to another Partner Summit event
- Ability to move events up until 30 days before the registered event without any penalties
- Make a 1-time move to another city forfeiting any future refunds 15-30 days before the registered event
- Any move 0-14 days before the event will result in a $500 fee per moved registration to cover food and beverage
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
.
DAY ONE – WEDNESDAY
07:30 AM
Breakfast
08:30 AM
Welcome and The Arc of Change
10:40 AM
The Arc of Change | A Firm's Journey
11:30 AM
The Advisory Firm Model
12:30 PM
Lunch
01:30 PM
The Advisory Firm Model | A Firm's Journey
02:40 PM
The Advisory Firm Model Workshop
04:00 PM
Advisory Panel and Cocktail Reception
05:15 PM
Closing
06:30 PM
Dinner
*Agenda in local time zone of event and subject to change
DAY TWO – THURSDAY
07:30 AM
Breakfast
08:30 AM
Welcome and The Advisory Workflow through Practice Forward
10:45 AM
Prospect Acquisition and 2-Meeting Approach
12:15 PM
Lunch
01:30 PM
Evaluating and Transitioning Existing Clients
02:50 PM
Advisory Roundtables
03:30 PM
Imagining Your Future Firm
04:00 PM
Closing
*Agenda in local time zone of event and subject to change
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.
Full Retail Price
$1,595 per attendee
July 16-18, 2024
Omni La Costa Resort & Spa
Carlsbad, CA
REGISTER
Cancellation Policy
- Full refund up until 30 days before the event
- 50% refund 15-30 days before the event
- No refund 0-14 days before the event
Cancellations within 0-14 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
.
Agenda Coming Soon