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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL

Brian Hamburger
CEO at MarketCounsel
Speaker

Profile

Brian is an entrepreneur, attorney, consultant, speaker, columnist and outspoken industry advocate for independent investment advisers and wealth management firms. For more than 20 years, he has served at the helm of the MarketCounsel companies and the Hamburger Law Firm. Hamburger has been at the forefront of the movement of financial advisors leaving career employment with global financial institutions to launch independent wealth management firms and has had a profound impact on the profession. In 2020, Brian was named to The IA25, Investment Advisor Magazine’s Annual List of the Top Influential People in the Industry. Earlier that year, InvestmentNews named Brian to their class of Icons & Innovators, recognizing visionaries who have shaped and transformed the financial advice profession.

Agenda Sessions

  • The Organic Growth Playbook: How Leading Firms Are Winning New Clients in Today’s Market

    11:30am