December 3rd | Newport, RI
This Is Where
Advisors Level Up
NEAR 2025 brings together the region’s most forward-thinking advisors for one day of learning, collaboration, and clarity.
What to Expect
Elevate your expertise,
and ignite your potential.
Dive into insightful sessions led by industry leaders, gain fresh perspectives to ignite your creativity, and connect with like minded professionals who share your passion. This event isn’t just about attending, it’s about walking away with knowledge , motivation, and relationships that will elevate our journey forward.
Elevate your expertise,
and ignite your potential.
Dive into insightful sessions led by industry leaders, gain fresh perspectives to ignite your creativity, and connect with like minded professionals who share your passion. This event isn’t just about attending, it’s about walking away with knowledge , motivation, and relationships that will elevate our journey forward.
The Important Stuff
What You Expect
at NEAR2025
Maximizing AI: From Curiosity to Capability
Go beyond listing descriptions. Discover how AI can elevate your marketing, streamline your workflow, and help you work smarter, not smaller.
The All-Star Rookies: Fast Starts, Big Impact
Four advisors. Less than two years in the business. Over $10M in sales. Hear how they built momentum, stayed authentic, and found success on their own terms.
Market Data That Moves the Needle
Cut through the noise. Matt breaks down the latest numbers and how to turn data into conversations that win clients’ trust.
Hosted By: Matt Blanchard, Leader Bank
Steal My Idea: Tried, Tested,
and Worth Repeating
Your peers open up their playbooks, from lead generation tricks to branding wins, and share what’s actually driving results right now.
The Inn at Scituate Harbor
7 Beaver Dam Road, Scituate, MA
Distance to Venue: .5 Miles
The Red Lion Inn
71 S Main Street, Cohasset, MA
Distance to Venue: 5.7 Miles
Nantasket Beach Resort
45 Hull Shore Drive, Hull, MA
Distance to Venue: 11 Miles
Join Your Fellow Advisors
and Buy Your Ticket Today
Where To Stay & Eat
Turn NEAR into a
full coastal experience
Recommend Hotels
The Inn at Scituate Harbor
7 Beaver Dam Road, Scituate, MA
Distance to Venue: .5 Miles
The Red Lion Inn
71 S Main Street, Cohasset, MA
Distance to Venue: 5.7 Miles
Nantasket Beach Resort
45 Hull Shore Drive, Hull, MA
Distance to Venue: 11 Miles
Local Eats
The Inn at Scituate Harbor
7 Beaver Dam Road, Scituate, MA
Distance to Venue: .5 Miles
The Red Lion Inn
71 S Main Street, Cohasset, MA
Distance to Venue: 5.7 Miles
Nantasket Beach Resort
45 Hull Shore Drive, Hull, MA
Distance to Venue: 11 Miles
Featured Speakers
Join industry experts Joe Gilmour and Matt Blanchard for powerful insights that elevate your practice. From growth strategies to market trends, their guidance empowers you with the knowledge to excel.
Leader Bank
Matt Blanchard
Matt is a wizard at navigating trends and giving us strategies and stats that help you articulate to your buyers and sellers exactly where the market is at, where it is going, and what their next moves should be and when. This is the data you can USE.
Advisor Mastery
Joe Gilmour
Joe has coached thousands of advisors in the EV network, and works closely today with Private Office advisors and License Partners across the country. Joe's insight into growth and development is invaluable, and he's coming to Rhode Island to share with YOU!
The Program
Pre - Event Welcome Reception
Emilio & Joe welcome you to Rhode Island in style! Monday evening at 5:00 pm in their East Greenwich shop. Please RSVP at checkout.
E&V Corporate Perspectives
Hear what's happening throughout EV Americas, straight from our headquarters in NYC!
Tech for the Tech UNSavvy Advisor
Tech apps and hacks that empower you in the digital landscape
Steal My Idea
Take home specific strategies that WORK, from some of our most creative advisors and LPs
Navigating Compensation & Value Proposition for Both Buyers & Sellers
Win the business with confidence & competence, under our new landscape
And More!
Detailed agenda and timeline to follow
The Program
Pre- Event Welcome Reception
Emilio & Joe welcome you to Rhode Island in style! Monday evening at 5:00 pm in their East Greenwich shop. Please RSVP at checkout.
247 Main St, East Greenwich, RI 02818
Navigating Compensation & Value Proposition for Both Buyer's & Sellers
Win the business with confidence & competence, under our new landscape.
E&V Corporate Perspectives
Hear what's happening throughout EV Americas, straight from our headquarters in NYC!
Tech for the Tech UNSavvy Advisor
Tech apps and hacks that empower you in the digital landscape.
Steal My Idea
Take home specific strategies that WORK, from some of our most creative advisors and LP's.
And More!
Detailed agenda and timeline to follow.
Featured Speakers
Join industry experts Joe Gilmour and Matt Blanchard for powerful insights that elevate your practice. From growth strategies to market trends, their guidance empowers you with the knowledge to excel.
Advisor Mastery
Joe Gilmour
Joe has coached thousands of advisors in the EV network, and works closely today with Private Office advisors and License Partners across the country. Joe's insight into growth and development is invaluable, and he's coming to Rhode Island to share with YOU!
Leader Bank
Matt Blanchard
Matt is a wizard at navigating trends and giving us strategies and stats that help you articulate to your buyers and sellers exactly where the market is at, where it is going, and what their next moves should be and when. This is the data you can USE.
Pre - Event Welcome Reception
Emilio & Joe welcome you to Rhode Island in style! Monday evening at 5:00 pm in their East Greenwich shop. Please RSVP at checkout.
247 Main St, East Greenwich, RI 02818
E&V Corporate Perspectives
Hear what's happening throughout EV Americas, straight from our headquarters in NYC!
Emilio & Joe welcome you to Rhode Island in style! Monday evening at 5:00 pm in their East Greenwich shop. Please RSVP at checkout.
Tech for the Tech UNSavvy Advisor
Tech apps and hacks that empower you in the digital landscape
Emilio & Joe welcome you to Rhode Island in style! Monday evening at 5:00 pm in their East Greenwich shop. Please RSVP at checkout.
Steal My Idea
Take home specific strategies that WORK, from some of our most creative advisors and LPs
Emilio & Joe welcome you to Rhode Island in style! Monday evening at 5:00 pm in their East Greenwich shop. Please RSVP at checkout.
Navigating Compensation & Value Proposition for Both Buyers & Sellers
Win the business with confidence & competence, under our new landscape
Emilio & Joe welcome you to Rhode Island in style! Monday evening at 5:00 pm in their East Greenwich shop. Please RSVP at checkout.
And More!
Detailed agenda and timeline to follow
Emilio & Joe welcome you to Rhode Island in style! Monday evening at 5:00 pm in their East Greenwich shop. Please RSVP at checkout.
Elevate your expertise,
and ignite your potential.
Dive into insightful sessions led by industry leaders, gain fresh perspectives to ignite your creativity, and connect with like minded professionals who share your passion. This event isn’t just about attending it’s about walking away with the knowledge, motivation, and relationships that will elevate your journey forward.
Need More
Information?
mike.wiederkehr@engelvoelkers.com
978.460.5961
Gloucester | Beverly Farms | Newburyport