Register

  • Registration includes:
    Conference admission for (1) financial professional*
    -Including all sessions and meals listed in agenda

    1-year TAN membership for registrant
    1-year TAN membership for a second team member (Early bird only)

$399.00

Attendee Info



I confirm that the terms of my registration are accurate and valid. I acknowledge that this conference, along with all related sessions, meals, activities & events, is intended solely for financial professionals. Any exceptions to this policy must be provided in writing by The Advisor Network.

Furthermore, I understand that the sharing of information—including, but not limited to, best practices and industry insights—is subject to the approval of my compliance department, firm, and any applicable regulatory bodies. It is my sole responsibility to obtain any necessary permissions before sharing such information.

Additional conference terms and conditions can be found here: http://theadvisornetwork.org/TANConnectTerms .
Please read all terms before attesting.


Accomodations

The Advisor Network Connect 2025 attendees are required to reserve at Park MGM Hotel. At least a Tuesday and Wednesday stay is required. The option to stay at the $99 rate (plus resort fee and taxes) is available for additional nights. Please select your room type and dates of stay and a reservation will be created for you.

Checking-in Tuesday November 11th and Checking-out Thursday November 13th. Attendee is responsible for $99 base rate (per night) plus resort fee and taxes and understands a credit card is required by the hotel at check-in.

Tuesday Evening Dine Arounds

Attendees are required to select (1) Tuesday evening "dine around" with peers and sponsoring institutional partners. Attendees will select one cuisine (quantities are limited) and details about the dinner and logistics will be provided prior to the event.

Dine Around Options*

  • Steakhouse


  • Italian


  • Mexican


  • American


  • Asian


Agenda

Tuesday 11/11/2025


1:00-1:15PMKickoff


1:15-1:55PMGlobal Market Outlook: Trends, Risks & Opportunities

We will kick things off by delving into the global financial landscape. This session will explore key economic trends, emerging risks, and strategic opportunities across major markets. Gain actionable insights into macroeconomic indicators, geopolitical developments, and sector-specific dynamics that are shaping investment strategies in 2025 and beyond.


1:55-2:25PMAdvisor Panel: Proven Marketing Strategies That Drive Growth

Hear directly from a panel of your peers as they share the marketing strategies that have fueled their business growth. From building a strong personal brand to leveraging digital tools and client referrals, this session will uncover real-world tactics that attract and retain clients. Walk away with actionable insights and fresh ideas to elevate your marketing game and grow your advisory practice.


2:25-2:55PMThe Future of AI in Wealth Management (and Beyond): Innovation, Impact & Opportunity

Explore how artificial intelligence is reshaping the world, with emphasis on the wealth management industry—from personalized client experiences to smarter portfolio management and operational efficiency. This forward-looking session will examine the latest innovations, real-world applications, and the opportunities AI presents for advisors and firms ready to embrace change. Discover what’s next and how to stay ahead in an increasingly intelligent financial landscape.


2:55-3:15PMBreak

Step away to recharge, grab refreshments, and catch up with the office. Take this time to reset before the next session begins.


3:15-3:45PMBest Practices in Financial Planning: Insights from Planning-Focused Advisors

Join a panel of peers as they share their proven strategies for crafting comprehensive, client-centered financial plans. From risk management to tax efficiency, learn the best practices that drive success in today’s dynamic financial landscape and how to apply them to elevate your wealth management practice.


3:45-4:15PMUnlocking Opportunities: Wealth Management for Business Owners

Gain valuable insights from outside partners and peers on strategies designed to maximize wealth for business owners. Discover how to optimize tax efficiency, plan for succession, and grow personal and business assets to ensure long-term financial success.


4:15-5:00PMThe Road Ahead: Transformations in the Wealth Management Industry

Explore the key transformations shaping the future of wealth management. This session will highlight emerging trends, technological advancements, and evolving client expectations, offering a roadmap for staying ahead in an ever-changing industry.


5:00-6:30PMReception

Relax and unwind at our rooftop terrace reception, the perfect way to close out the day. Enjoy a refreshing drink as you kick back and connect with peers in a laid-back, open-air setting.


7:00-9:00PMDine Arounds

Enjoy an evening of great food and even better conversation during our curated Dine-Around Dinners. Connect with fellow attendees and institutional partners in a relaxed, small-group setting designed for meaningful networking and idea-sharing. Attendance at one dinner is required—please select your preferred cuisine during registration to help us tailor your experience.


Wednesday 11/12/2025


8:00-9:00AMBreakfast

Fuel up for an exciting day ahead! Join fellow attendees for a morning of great food, lively conversations, and networking opportunities to kickstart your day of learning and connection.


9:00-9:15AMWelcome Back


9:15-9:45AMAdvisor Panel: Technology Strategies for Enhancing Wealth Management Practices

Join a panel of peers as they discuss the latest technology strategies transforming wealth management practices. Learn how to integrate cutting-edge tools to streamline operations, improve client engagement, and drive business growth, ensuring you stay ahead in the digital age.


9:45-10:30AM2026 and Beyond: Fixed Income Strategies for the Evolving Market

Explore key fixed income strategies for navigating the evolving market landscape in 2026 and beyond. This session will focus on adapting to shifting interest rates, credit risks, and economic conditions, offering actionable insights for building resilient fixed income portfolios in the years ahead.


10:30-10:50AMBreak

Step away to recharge, grab refreshments, and catch up with the office. Take this time to reset before the next session begins.


10:50-11:30AMTBD: Practice Management

This session will explore a timely and impactful topic in practice management, offering insights and strategies to help advisors enhance the way they run and grow their businesses. Stay tuned for more details as we finalize the focus for this dynamic discussion.


11:30-11:45AMStrategy Spotlight #1

In this fast-paced 15-minute session, gain a focused, actionable insight designed to elevate your wealth management practice. Each "Strategy Spotlight" delivers a timely investment strategy, idea, or tool that you can put into practice when you get back to the office.


11:45-12:00PMStrategy Spotlight #2

In this fast-paced 15-minute session, gain a focused, actionable insight designed to elevate your wealth management practice. Each "Strategy Spotlight" delivers a timely investment strategy, idea, or tool that you can put into practice when you get back to the office.


12:00-12:45PMLunch

Take a break to refuel and connect with fellow attendees over lunch. Enjoy a delicious meal and informal conversation before the afternoon sessions resume.


12:45-1:15PMExploring Alternatives: Strategies for Portfolio Diversification

Dive into the evolving world of alternative investments and discover how they can enhance portfolio diversification, manage risk, and uncover new sources of return. This session will explore key asset classes, current trends, and practical strategies for incorporating alternatives into client portfolios.


1:15-1:45PMUnlocking Opportunities in Retirement Plans: A Path to Secure Futures

Dive into the latest strategies for optimizing retirement plans, including 401(k)s, IRAs, and other retirement savings options. This session will explore key opportunities for advisors to enhance client portfolios, improve plan outcomes, and navigate evolving regulations, all while securing a stable financial future for clients.


1:45-2:00PMStrategy Spotlight #3

In this fast-paced 15-minute session, gain a focused, actionable insight designed to elevate your wealth management practice. Each "Strategy Spotlight" delivers a timely investment strategy, idea, or tool that you can put into practice when you get back to the office.


2:00-2:15PMStrategy Spotlight #4

In this fast-paced 15-minute session, gain a focused, actionable insight designed to elevate your wealth management practice. Each "Strategy Spotlight" delivers a timely investment strategy, idea, or tool that you can put into practice when you get back to the office.


2:15-2:35PMBreak

Step away to recharge, grab refreshments, and catch up with the office. Take this time to reset before the next session begins.


2:35-3:05PMThinking Outside the Box: Strategic Partnerships with Local Providers for Cross Referrals

Unlock the power of strategic partnerships with local providers to create a mutually beneficial referral network that's larger than simply CPA's and Attorney's. This session will explore innovative ways to collaborate with businesses and professionals in your community, driving client growth through cross-referrals and expanding your reach within the local market.


3:05-3:35PMAdvisor Panel: Shaping the Future: Best Practices for Supporting Next-Gen Advisors

Join a panel of peers as they share actionable strategies and best practices for mentoring and supporting the next generation of wealth management professionals. From career development and leadership training to integrating new technologies, this session will provide valuable insights on how to empower the next wave of advisors for long-term success.


3:35-4:15PMEffective Leadership & Team Dynamics: Keys to a Thriving Advisory Practice

Explore the essential leadership skills and team dynamics that drive success in wealth management. This session will focus on building a collaborative culture, aligning team strengths with business goals, and creating an environment where leadership and teamwork fuel growth, client satisfaction, and long-term success.


4:15-4:30PMWrap Up


4:30-6:30PMFree Time

Take some time to relax and explore all that Las Vegas has to offer—whether it’s shopping, entertainment, or just a little downtime. Enjoy the city your way before the evening activity.


6:30PMShuttle Starts

Shuttles will run every 15 minutes between Park MGM and Top Golf Las Vegas.


7:00-9:00PMTop Golf

Unwind with an evening at Topgolf, where friendly competition meets great food and drinks. Connect with fellow attendees in a relaxed setting while enjoying a few swings, snacks, and sips.



Thursday 11/13/2025


8:00-9:00AMBreakfast

Fuel up for an exciting day ahead! Join fellow attendees for a morning of great food, lively conversations, and networking opportunities to kickstart your day of learning and connection.


9:00-9:15AMKick Off


9:15-10:45AMAdvisor Workshop

Engage in an interactive advisor workshop encouraging collaboration and tackling some of the biggest topics in the wealth management industry.


10:45-11:30AMThe Advisor Network: What's Next in 2026 & How You are Reshaping the Industry

As we look toward 2026, The Advisor Network is evolving with increased collaboration opportunities for members. This session will explore new opportunities for next-gen advisors, service professionals, investment focused professionals and of course financial advisors to collaborate and share . We’ll also turn to the 2026 conferences in fostering these connections and driving innovation, equipping you with the strategies to thrive in a more collaborative, forward-thinking advisory landscape.


11:30-11:45AMWrap Up


Featured Partners


Billing Information

  • Visa
  • Mastercard
  • American Express
  • Discover
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