Advisor Engagement Opportunities for Asset Managers

Engagements are priced by scope. A Full Day engagement is $6,000 and a Half Day engagement is $3,000. Organizations making an annual commitment of 10 or more engagements typically receive preferred pricing. Meals, when applicable, are billed separately.

Full Day engagements are typically delivered as Integrated Practice Management Days, combining multiple activities within a single market.

For broader engagement strategies, AlphaScale can also tailor markets, advisor audiences, educational topics, and engagement formats around your firm's distribution goals.

Each engagement includes planning, coordination, and execution by AlphaScale, creating meaningful opportunities for sponsors to engage advisors in a professional, educational environment.

For larger annual commitments, programs can be customized by geography, advisor audience, educational theme, and engagement format to support long-term business development objectives.

Our programs are designed for growth-oriented financial advisors who are actively working to improve their businesses through coaching, leadership development, practice management, and thoughtful investment conversations.

The emphasis is on building authentic relationships through valuable educational experiences rather than traditional product presentations.

Peer Share events generally include 10 or more financial advisors.

Many engagements also include branch meetings, advisor introductions, or individual advisor meetings coordinated around the primary event, allowing sponsors to engage 20 or more advisors during a single market visit.

Our general guideline is five advisors.

However, there are occasions where a smaller group of highly qualified advisors, an important branch office, or a strategic team creates meaningful value. When appropriate, AlphaScale will discuss these opportunities individually with sponsors.

Most advisor engagements feature one exclusive asset manager sponsor.

Certain formats may accommodate two sponsors when appropriate for the audience and educational experience.

Absolutely. AlphaScale regularly builds customized engagement strategies based on:

• Geographic markets
• Advisor audiences
• Distribution goals
• Meeting formats
• Educational themes
• Multi-market campaigns

Our objective is to align every engagement with your firm's business development strategy.

Yes. AlphaScale can structure a full-day engagement that combines multiple activities within the same market, including practice management workshops, branch meetings, advisor meetings, presentations, Peer Share discussions, and advisor introductions. These Integrated Practice Management Days can be designed around a firm’s distribution priorities, target advisors, geography, and desired outcomes.

Yes. AlphaScale can serve as a speaker at your firm’s conferences, advisor meetings, client events, sales meetings, and other programs. We can deliver an existing AlphaScale program or tailor the content to your audience, objectives, and event format.

Yes. AlphaScale can deliver a sponsored value-add program on your firm’s behalf at events organized by wealth managers, advisor firms, and other industry partners. We work with you in advance to align the topic, messaging, branding, and delivery with your objectives and applicable approval requirements.

Yes. AlphaScale can develop a value-add program from the ground up around your firm’s priorities, expertise, and target audience. The finished program can be delivered by AlphaScale, your team, or collaboratively, and can be designed for a single engagement or broader use across multiple events, markets, and distribution channels.

The opportunities listed on this page represent only a portion of AlphaScale's network.

If you're looking for a specific advisor audience, firm, market, or engagement format, we'd be happy to explore opportunities that aren't currently listed. Many advisor engagements are curated based on sponsor objectives.