Two-Days of Sit-Down, Face-to-Face Meetings with Growing Independent RIA’s of Scale
Welcome to a unique cost- and time-effective sales tool!
March 19 - 21, 2025 Champions Circle, Dallas, TX
A Proven Experience to Engage High-Value Prospects.
Pre-Screened, Pre-Qualified Decision-Makers.
The Summit is a curated audience of decision-makers from independent RIA’s that have a minimum of $400M AUM. They’ll have completed an application and been interviewed. by our team. Most important, they’re excited to be at an intimate event with other RIA leaders who are facing the same challenges and opportunities. And they want to hear about and discuss the latest products and services in the market; Custodians, funds, services providers and technology providers who can help them grow. It’s a high-profile, high-value audience with whom you’re going to develop and advance sales relationships.
Engagement in a Way That Accelerates Your Sales Process.
At the Summit, you won’t get the talk of “who’s registered” or “who’s in the room”. You’ll walk into the Summit with a unique and customized agenda who you’re meeting, when and why. You’ll engage everyone in an agenda keeps participants fresh; including small-group meetings/presentations, topical roundtable discussions, one-to-one meetings, matched meal seating and social activities (There are No General Sessions or “breakouts.”) The entire experience is designed to address both the informational and the human side of sales. If you’re a skilled relationship-builder, this event could make your year (as it has for others.).
An All-In Cost and a Level Playing Field
The Summit’s one costs includes everything you need to be successful. Book your airfare, and we take care of the rest; airport transfers, resort rooms, all meals and social activities, even the bar tab is included. No one is going to ask you for another nickel. And outside of just a few select sponsorships, you can’t be outspent at the Summit. Everyone pays the same price for equal access. We want to let your product or service propel you. Come see why more than 85% of our vendors return year after year as compared to the 62% industry average!
Only 32 Solutions Providers Can Participate.
The Summit Will Sell-Out!
The Summit can accommodate just 32 suppliers/vendors. This is to ensure your unique message is heard and that there’s ample time to engage the group. And it’s all for a low-cost that’s all inclusive; you book your airfare and we take care of the rest; airport transfers, resort rooms, all meals/F&B, A/V, - even the bar tab is included! There’s never a booth to ship or an exhibitor manual at a Summit. It’s also a level playing field where every vendor has equal meetings and access to the audience.
Game-changing is how many of our customers decscribe it!
Interesting in Learning More?
Contact Eric Sweigard, Sales Director
(555) 555-1212
esweigard@GBMSummits.com