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Confidently Conferencing: Elevate Your Firm’s Success in 2025
A Focus on Leadership and Client Delivery
As 2025 approaches, professional services firms have an exceptional opportunity to enhance their leadership strategies, refine client service delivery, and build a future-ready workforce. Attending key conferences is a proven way for firms to gain valuable insights and networking opportunities that drive real improvements.
Learn and Apply Conference Insights in Real-Time with Roundtable Discussions
Beyond the exciting conferences list we curated for 2025 that you can get on in a bit, we offer year-round collaborative roundtable discussions to keep you informed and engaged: CEO/Founder Circle & Operations Excellence Circle.
The initiative will create space for firm leaders to exchange insights, discuss challenges, and develop solutions together. Through active participation, you'll gain practical strategies to strengthen your firm's leadership and client service. From emerging tech trends to client relationship management and industry changes, our roundtables keep you at the forefront of industry developments. Our year-round support ensures your firm's growth continues well beyond the conference season.
What makes our roundtable discussions even more valuable is the opportunity to take the insights and strategies you you will gain from these conferences and apply them in real-time. These discussions allow you to dive deeper into the practical, actionable steps from each event, exploring how they can be implemented within your own firm. You’ll gain an infinite perspective on every topic as the brightest minds in the industry share their real-world experiences and viewpoints. It’s one thing to attend a conference; it’s another to have a space where you can continue the conversation, refine your strategies, and apply new learnings to your daily work. This continuous exchange of ideas ensures you’re not just absorbing information—you’re actively shaping your firm’s future success.
🔗 Join The Modern Round Table Circles
My Top Picks for 2025 Advisory Conferences
Drawing from Kitces' comprehensive research (hat tip to their excellent work), I've carefully selected 10 must-attend conferences in 2025. To make your planning easier, I've compiled all the essential details and links in one place. Let's make 2025 your breakthrough year.
1. FPA NorCal 2025
FPA NorCal 2025 stands as a cornerstone event for financial planners, known for its exceptional content. Through in-depth discussions, workshops, and expert panels, attendees gain valuable tools to enhance their leadership skills and client interactions.
53rd Annual FPA NorCal Conference
May 27 & 28, 2025 | The Palace Hotel, San Francisco
2. Technology Tools For Today (T3) Advisor Conference 2025
With this digital age, staying current with technology is crucial for maintaining a competitive edge. The T3 Advisor Conference showcases cutting-edge solutions that help advisory firms streamline their services and boost productivity.
T3 Technology Conference 2025
March 3-6, 2025 | Dallas, TX
3. PFP Track at AICPA ENGAGE 2025
Tax planning is vital for comprehensive client service. The PFP Track at AICPA ENGAGE 2025 arms advisors with expert strategies for complex tax scenarios, enabling them to deliver superior value to clients.
https://www.aicpa-cimaengage.com/
June 9–Thursday, June 12
4. Snappy Kraken's Jolt 2025
Smart marketing is crucial for client acquisition and retention. Snappy Kraken's Jolt conference, leading the field in advisor marketing, delivers fresh strategies and practical insights for building your brand and expanding your client base.
https://snappykraken.com/joltconference
June 9th through 11th, 2025 | The Renaissance in Nashville, Tennessee
5. FPA NexGen 2025
FPA NexGen 2025 serves as an ideal platform for emerging financial planners to learn from seasoned professionals. This conference focuses on developing tomorrow's leaders and fostering growth in the next generation of advisors.
https://gathering.financialplanningassociation.org/
August 26-28, 2025 | Hilton Orlando Lake Buena Vista
6. FutureProof Festival 2025
The FutureProof Festival offers an immersive conference experience featuring dynamic workshops, leadership training, and innovative panels. Attendees can build valuable relationships that often lead to future partnerships and shared growth opportunities.
https://futureproofhq.com/festival/
September 7–10, 2025 | Huntington Beach, California
7. Limitless Advisor 2025
For those focused on business growth and practice management, Limitless Advisor delivers practical strategies and proven frameworks to help your firm thrive.
https://limitlessfa.life/programs/limitless-lifestyle-v3/
Year-long program with in-person and virtual components
8. Retirement Tax Summit 2025
The Retirement Tax Summit provides specialized expertise in retirement-focused tax strategies, perfect for firms looking to excel in retirement planning.
https://www.go.retirementtaxservices.com/tax-summit-2025-waitlist-a
September 30 - October 3, 2025 | Omni Hotel, Tempe AZ
9. Bob Veres' Insider's Forum 2025
This forward-thinking event delivers deep insights into practice management, making it perfect for firms eager to stay ahead of industry trends and implement innovative solutions.
https://www.insidersforum.com/
September 23 - 25, 2025 | The Roosevelt New Orleans, New Orleans, LA
10. AdviseAI 2025
This cutting-edge conference explores AI integration for enhanced client service and decision-making—perfect for forward-thinking firms.
https://conference.financial-planning.com/event/9a8b9d9c-ec3a-4201-8003-9543b1301884/home
March 16-19, 2025 | Miami Beach, FL
The Bridge Between Insights and Action
Conferences serve as transformation catalysts, creating environments for continuous learning and improvement. By staying informed and adaptable, you'll confidently navigate the evolving financial landscape.
2025 presents key opportunities in leadership, technology, and client service. These conferences help firms stay ahead of trends and deliver superior client value.
The Path to Growth in 2025 and Beyond
While conferences spark new ideas and connections, the true value lies in how you apply those insights to your daily work—and that’s where ongoing collaboration takes center stage. Year-round roundtable discussions, like the CEO/Founder Circle and Operations Excellence Circle, provide the perfect platform for continuous engagement and growth.
These gatherings bridge the gap between learning and doing. They’re an opportunity to dive deeper into conference takeaways, explore real-world applications, and gain diverse perspectives from industry leaders and peers. By keeping the conversation alive, roundtables ensure that insights transform into actionable strategies that drive measurable results.
2025 is your chance to embrace growth and innovation fully. By combining the one-time spark of industry conferences with the year-round momentum of collaborative discussions, you’ll stay ahead of the curve and help shape the future. Let’s make this the year you unlock your firm’s true potential.
