Maximize Your Impact at Forbes SHOOK Top Advisor Summit 2025
Forbes SHOOK Top Advisor Summit 2025, taking place October 14 at Wynn Las Vegas, brings together the most influential wealth managers, investment strategists, and private banking leaders shaping the future of financial advisory services. This audience consists of high-performing financial advisors, multi-billion-dollar asset managers, and senior executives responsible for client acquisition, portfolio construction, and growth strategy.
Attendees are hand-selected based on performance metrics, assets under management, and commitment to client impact. Many are the decision-makers who allocate technology budgets, evaluate new platforms, and influence high-value client strategies. This event drives important conversations around succession planning, client retention, and fintech collaboration, making it a strategic priority for vendors seeking to align with top-tier advisory firms.
Connecting early with attendees from the enriched Vendelux list allows commercial teams to identify high-fit prospects, understand regional and firm-specific priorities, and initiate meaningful conversations ahead of October. Visibility into attendee roles and responsibilities enables outreach that’s relevant, targeted, and timely.
How Sales, Marketing and Revops Teams Can Use This Attendee List
The Forbes SHOOK Top Advisor Summit attendee data is especially valuable for companies targeting elite financial advisors and wealth management leaders. Sales teams can segment the list by firm size, region, or book of business focus to prioritize high-potential accounts. Marketing can craft campaigns that speak to the strategic needs of independent advisors versus wirehouse-affiliated professionals.
Using the enriched conference attendee list, outreach can be tied directly to advisor objectives—tech stack upgrades, client onboarding tools, succession planning, or alternative investing products. With verified contact information and context on firm priorities, teams can schedule meetings with top-tier advisors who control client relationships and influence critical product decisions.
Whether your goal is to build a channel partnership, introduce a new fintech solution, or explore co-marketing opportunities, early engagement with targeted conference attendees will increase your meeting volume and improve conversion outcomes. Post-event, the enriched list supports relevant follow-ups that reflect in-person conversation topics, firm initiatives, or session interests.
Timing Is Everything
Forbes SHOOK Top Advisor Summit 2025 takes place on October 14, 2025. Given the single-day format and highly curated attendee list, early engagement is essential. Calendar space fills fast, and advisors are often booked solid with invitations from product specialists, platforms, and service providers.
Using Vendelux, teams can access the attendee list months in advance—giving your commercial org more time to qualify leads and personalize outreach. Syncing sales and marketing touchpoints with the timing of the event ensures your messages appear when advisors are making vendor selections and planning Q4 initiatives.
If your team is looking to finalize budget conversations or forge relationships with top-producing firms, focusing outreach around the summer and early September maximizes impact. Early introduction creates more room for meaningful conversations at the event and paves the way for stronger post-event follow-through.
What’s Included in the Forbes SHOOK Top Advisor Summit 2025 Attendee List?
Vendelux provides visibility into the executives expected to attend Forbes SHOOK Top Advisor Summit 2025 through organizer-sourced data and predictive insights. Companies can upload their custom target account list to find matches and prioritize outreach.
The enriched attendee list includes first and last names, job titles, company names, company websites, locations (city, state, country), LinkedIn profiles, and verified email addresses. Phone numbers are included when available. This level of access allows commercial teams to craft informed, relevant messaging and reach out with confidence.
Where Is Forbes SHOOK Top Advisor Summit 2025?
The event will be held at Wynn Las Vegas in Las Vegas, Nevada, United States.
When Is Forbes SHOOK Top Advisor Summit 2025?
Forbes SHOOK Top Advisor Summit 2025 will take place on October 14, 2025.
What Type of Event Is Forbes SHOOK Top Advisor Summit 2025?
This is a financial advisory summit focused on wealth management, investment strategies, and advisor growth. It features keynote presentations from top advisors and fintech executives, breakout discussions on market outlooks, and structured networking sessions designed to foster peer learning and commercial partnerships.
How Many People Attend Forbes SHOOK Top Advisor Summit 2025?
The summit draws approximately 800 attendees from across the United States, primarily senior advisors, wealth managers, firm executives, and asset management partners. The audience is comprised largely of top-performing financial advisors with significant decision-making authority over technology, client experience, and investment product selection.
