Advisor2X was launched in 2010 by Ross Marino, CFP®, CPFA, CeFT®, as Rekon Intelligence. We rebranded in 2019 to better represent our goal: to help advisors double their practice. Since 2010, we have hosted over 1,000 events, in 50 cities, for over 30,000 advisors.
Our Promise to You
The events you spend time and money attending should have a direct impact on the growth of your practice. That’s why every Advisor2X event is meticulously planned with dedication to helping you make strategic decisions. Every event concludes with a goal setting session, and you’ll leave with a personal, written implementation plan.
Our Commitment to the Industry
Our firm is dedicated to increasing diversity in our industry. While we support initiatives and partnerships to elevate women and minorities in our industry, we believe the best way to accomplish inclusion and equality is to be mindful as we work. Our team members, event committees, and speakers represent our hope for a diverse and impactful industry. We are purposeful in selecting speakers for every event. Our 2019-2020 goal is that a minimum of 30% of our speakers will be represented by women and minorities.
Our Commitment to Our Firm
Word is out. Our workplace culture is legendary. From the top down, our culture is our number one priority. We believe it is the reason for our firm’s outstanding growth and excellent reputation. We hire people who love to learn and grow, believe in the power of mind/body wellness, and encourage our employees to make an impact in the world. No matter how large our firm grows, we will stay true to these values.