Welcome to the WHealthy AdvisorConnection
Where Advisors Come to Connect & Grow
The WHealthy AdvisorConnection is a FREE monthly meetup hosted by the WHealthy Empowerment Network leadership team on the third Tuesday of every month. The goal of this meetup is to bring financial planners, investment advisors, and industry thought leaders together to share ideas, solve problems, and grow.
Fill out the form below to reserve your spot.
What Happens Each Month
Every session brings financial planners, investment advisors, and industry thought leaders together to share ideas, solve problems, and grow.
Featured Topics & Trends
We explore the trends and shifts impacting the financial services industry.
Idea Exchange
We discuss real world challenges impacting small to mid-size advisory firms.
Thought Leader Insights
We hear from tech, marketing, and compliance professionals to gain insight on how to improve firm operations.
Community Connection
We connect and build real relationships across the network.
Frequently Asked Questions
What is the WHealthy AdvisorConnection?
The WHealthy AdvisorConnection is a free monthly meetup for financial planners, investment advisors, and industry thought leaders to connect, share ideas, and solve practice challenges together.
Who hosts the WHealthy AdvisorConnection?
It's hosted by the leadership team at the WHealthy Empowerment Network.
How much does it cost to attend?
Nothing. The WHealthy AdvisorConnection is free to attend, every month, with no membership required.
Who should attend?
Financial planners, investment advisors and wealth management professionals who want to learn from peers, stay current on industry trends, and grow within a supportive community.
How often does it meet?
The AdvisorConnection typically meets on the third Tuesday of every month.
Is this a sales pitch or product demo?
No. Sessions are peer-led conversations focused on real challenges and ideas — not vendor pitches.
How do I join the AdvisorConnection?
Fill out the registration form on this page. You'll receive session details by email ahead of each meetup.
You Don't Have to Build Alone
The WHealthy AdvisorConnection is your standing invitation to a room full of people who understand the work — free, every month. Complete the form to attend!
Hosted by the WHealthy Empowerment Network.