Forbes Shook On-The-Road Regional Event

The Forbes Shook On-The-Road Regional Event is set to take place at the Kimpton EPIC Hotel in Miami, United States. This premium event showcases the best-in-state financial advisors for 2026, as recognized by Forbes and SHOOK Research. Attendees will have the opportunity to engage in a general session accompanied by light bites at noon, and they'll enjoy a unique photo opportunity where they can take home their picture on the cover of Forbes.

The event features a dynamic lineup of discussions aimed at enhancing the practice of financial advisors. Key topics will include 'Raising Your Team's Percentile,' presented by R.J. Shook, alongside insights from the 'SHOOK Ones: Best Ideas from America's Top Advisors.' Attendees will have valuable learning experiences centered around building the team of the future, understanding the benefits of the evolving private credit market for high-net-worth clients, and optimizing equity through balanced public-private allocations.

Additionally, the event will address the implications of private alternatives in advisory practices and provide a comprehensive market outlook that navigates four significant themes in wealth management. Notable exhibitors include J.P. Morgan Wealth Management, Graystone Consulting from Morgan Stanley, and State Street Global Advisors. This event promises to be a crucial platform for advisors seeking to elevate their practice while connecting with industry leaders and peers.