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The Trusted Partner relationship is a presence-focused partnership designed for brands committed to advisor growth, credibility, and long-term collaboration within the industry.
This partnership offers thoughtful, integrated visibility throughout The Biz Huddle — allowing your brand to be present in the room, participate in the experience, and build genuine relationships with attendees. Trusted Partners are not positioned as vendors, but as aligned collaborators who support the work advisors are doing to grow and lead their businesses.
As a Trusted Partner, your brand is recognized across key event touchpoints while maintaining the integrity and intimacy of the experience.
You Receive:
Logo placement on the event website, printed materials, and select digital platforms
One company representative seat for full access to The Biz Huddle
On-site branded signage placed in high-traffic, thoughtfully curated areas
A post-event summary including advisor contact details and high-level engagement notes
Trusted Partner relationships are limited to ensure meaningful interaction and alignment.
The Trusted Partner relationship is a presence-focused partnership designed for brands committed to advisor growth, credibility, and long-term collaboration within the industry.
This partnership offers thoughtful, integrated visibility throughout The Biz Huddle — allowing your brand to be present in the room, participate in the experience, and build genuine relationships with attendees. Trusted Partners are not positioned as vendors, but as aligned collaborators who support the work advisors are doing to grow and lead their businesses.
As a Trusted Partner, your brand is recognized across key event touchpoints while maintaining the integrity and intimacy of the experience.
You Receive:
Logo placement on the event website, printed materials, and select digital platforms
One company representative seat for full access to The Biz Huddle
On-site branded signage placed in high-traffic, thoughtfully curated areas
A post-event summary including advisor contact details and high-level engagement notes
Trusted Partner relationships are limited to ensure meaningful interaction and alignment.