A series of peer-led, practitioner-driven immersions reimagining how advisers learn, share, and grow — together.

Each XChange brings advisers into the room with peers who are solving the same challenges, whether it’s rethinking retirement advice, unlocking the potential of technology, or scaling a sustainable business.

Rather than starting with theory or product, XChanges start with lived experience — what actually happens in advice practices, with clients, and within teams. Every session blends real stories, practical insight, and open discussion to spark ideas you can put to work immediately.