We know...how is it September already? Hurry and register for W@W 2024 before hotel room rates go up 35% and the nightly resort fee is no longer waived! Don't miss the deadline ⏳ Link to register in the comments below.
About us
Advisor2X is a professional development platform for financial advisors, specializing in hosting high-profile conferences tailored to financial advisors and professionals. We are a nimble, engaging, and fun team. Our goal is to foster and develop a Human-First Financial Guidance™ ethos in the industry via collaboration, creativity, and connection. OUR PROMISE TO YOU The events you spend time and money attending should have a direct impact on the growth of your practice. That’s why every Advisor2X event is meticulously planned with dedication to helping you make strategic decisions to grow your practice. OUR COMMITMENT TO THE INDUSTRY Our firm is dedicated to increasing diversity in our industry. While we support initiatives and partnerships to elevate women and minorities in our industry, we believe the best way to accomplish inclusion and equality is to be mindful as we work. Our team members, event committees, and speakers reflect our goal for a diverse and impactful industry. OUR COMMITMENT TO OUR FIRM Word is out. Our workplace culture is legendary. From the top down, our culture is our number one priority. We believe it is the reason for our firm’s outstanding growth and excellent reputation. We hire people who love to learn and grow, believe in the power of mind/body wellness, and encourage our employees to make an impact in the world. No matter how large our firm grows, we will stay true to these values.
- Website
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https://advisor2x.com/
External link for Advisor2X
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Wilmington, NC
- Type
- Privately Held
- Founded
- 2009
Locations
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Primary
210-3 Avondale Ave
Wilmington, NC 28403, US
Employees at Advisor2X
Updates
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Pack your jeans and join your fellow financial advisors at Wealth@wor(k). Try something new: a more intimate and casual setting in a natural environment specifically chosen and built for fostering real conversations, ideas and solution sharing. Only 13 days left until the discounted room block closes (room rates go up 35% and the resort fee is no longer waived!) Link to register in the comments below 👇
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Why does just the very word "networking" make most of us FEEL uncomfortable? So icky. (Are you cringing a little, right now, just thinking about it?) Walk into this session with the Queen Of Networking 👑 Daniella Moiseyev and you'll walk out never feeling that way again! Register to attend Wealth@wor(k) and leave with this powerful take-away and many more. Link to register in the comments!
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Join 2024 W@W Steering Committee member Pam Brooks, AIF®, CPFA, along with Maggie Howe, Eduardo Gimenez,CFP®, AIF® and Andrea L. Donaldson, CPFA®, AIF® for an engaging discussion featuring insights from three generations of financial advisors! Register now-link in the comments below. Room block closes 9/11!
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Signups for the uber-popular 1:1 meetings at Wealth@wor(k) open this week! Instructions to sign up for time slots will be sent to registrants. If you haven't registered yet, now's the time! These meetings always sell out with waitlists. Register to attend W@W now so you get the opportunity to participate before the slots get taken! Link to register in the comments below 👇 Berta Aldrich Sharon Gottula Laura Garfield Brodrick Lothringer, MBA Frank DuMar
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So many new additions at this year's Wealth@wor(k)! Join us this year and take advantage of the expertise of Brodrick Lothringer, MBA and the team at PodPony! They'll be onsite to help you start (or improve) your podcast. Learn the Power of Podcasting for advisors! 📢 So why don't you have a podcast? Register now!
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