Celebrating Advisers: Highlights from the 2026 Presidential and Emerging Adviser Trips
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This year, the CFD Companies brought advisers together for two recognition experiences designed to celebrate achievement and strengthen connection outside of the usual office and conference room settings.
Set along the waterfront at Casa Marina in Key West, Florida, the Presidential Trip offered top advisers the opportunity to celebrate their accomplishments while strengthening relationships across the CFD community. This vibrant excursion gave advisers time to engage in empowering conversations and enjoy local activities together in a relaxed atmosphere.
The Emerging Adviser Trip at Samoset Resort in Rockport, Maine offered a similar experience for rising advisers to build relationships and share perspectives. Against the backdrop of Maine’s rocky coast, the experience reflected a key value at CFD: growth is not only about where advisers are today, but also about the people and ideas that help shape the future.
While the destinations were different, both trips reflected an important part of the CFD experience: creating meaningful opportunities to recognize advisers and deepen connections.
Frequently Asked Questions
In this section, we answer common questions about our adviser trips.
Who is eligible for the adviser trips?
For the Presidential Adviser Trip, every financial adviser is eligible based on performance ranking throughout the year. Advisers that are eligible for the Emerging Adviser Trip are age 45 or younger, do not qualify for the upcoming Presidential Adviser Trip, and has not qualified for the Presidential Adviser Trip more than three times.
When are the adviser trips?
Typically, the Presidential Adviser Trip takes place in the later part of winter, usually in February. The month that the Emerging Adviser Trip varies each year, but it typically occurs in the summer.
What are some locations of past trips?
The Presidential Adviser Trip has had several destinations including Cancun, Turks & Caicos, Aruba, Grand Cayman Islands, and Key West just to name a few. The Emerging Adviser Trip has mainly stayed in the United States with destinations in California, Florida, and Maine.
Does the president and other CFD leaders attend these trips?
Yes. The CFD President attends these trips with the advisers, as well as other company leaders.
Do you get opportunities to speak with vendors, sponsors, and wholesalers?
Yes. Advisers and home office attendees can speak with sponsors, vendors, and wholesalers throughout the trips. Sponsors usually also have a speaking and presentation opportunity for more insights.
How does someone qualify for CFD Masters
In order to qualify for the CFD Masters, an adviser needs to qualify for the Presidential Adviser Trip at least 15 years.
About CFD Companies
The CFD Companies are home to a fully independent Broker/Dealer and RIA that believe individuals are best served by a financial professional who possesses the freedom to implement personalized planning and investment strategies. The CFD Companies operate on the premise that an adviser’s Broker/Dealer and RIA should act as a partner and resource network, empowering adviser-client relationships through trust, innovative support and a shared commitment to mutual growth.
While others operate in cliché, CFD operates in commitment. To learn more about that commitment and the future of your business in partnership with CFD, reach out to us here.
