Industry Events

The secrets to confidently and consistently closing $5M+ prospects at the very first meeting.

Are you missing repeatable processes for attracting and converting HNW prospects? Are you frustrated with stagnant growth, leaving money on the table, or struggling to move upmarket? Other trainers will tell you it takes 4-5 appointments to close HNW prospects, and that’s simply not true. If you want to build a more profitable financial services business in a shorter time frame, you need to be able to close high-quality prospects the first time you meet with them. This powerful skill will set you apart from all of your competitors – and it’s a duplicatable, proven process. In this exclusive training from Barron’s Top 100 Advisor, Erin Botsford, you’ll learn exactly what to do, what to say and how to set yourself up for success with high net worth prospects so you can confidently close and take your business to the next level.

Please join Capital Square for an exclusive one-day due diligence event focused on tax-advantaged strategies and insights for 2026. They will explore the market outlook, development insights and emerging opportunities with guest speakers who will offer an in-depth look at multifamily and rental market trends.

Attendees will have an opportunity to learn and connect, with practical guidance on Roth conversions, QOZs and DST structures as well as opportunities to engage with peers and leaders during the advisor panel.

 Join us in Central Florida for Blue Vault’s Regional Lunch Series, designed for advisors seeking intel into private credit, real estate, and equity investments.

 Join us in New England for Blue Vault’s Regional Lunch Series, designed for advisors seeking intel into private credit, real estate, and equity investments.

Join us in Tallahassee for Blue Vault’s regional luncheon series, co-hosted with the FSU Herbert Wertheim School of Business. This event is designed specifically for wealth advisors in North Florida seeking timely, research-driven insights into markets for private credit, real estate, and equity.

You’ll get a private market pulse check and outlook from Blue Vault CEO Stacy Chitty, featuring intel from Blue Vault’s proprietary investment performance database. You’ll also hear directly from leading alternative asset managers, each offering a unique investment strategy and asset class in a brief, focused presentation. This in-person gathering offers a high-value experience that respects your time.

Advisors that attend also qualify for a one-year, 25% discount on Blue Vault’s research.