MarketShare Financial presents

Synergy by the Sea

Community·Collaborate·Cultivate
WhenFebruary 24–26, 2027
WhereWyndham Grand Clearwater Beach
WhoMarketShare Advisors and Staff
Registration opens November Watch the keynote reveal
Until we meet on Clearwater BeachOpening day: Wednesday, February 24, 2027
--Days
--Hours
--Min
The meeting

Three days to connect, learn and grow together

Synergy by the Sea brings our advisor community together on the Gulf Coast for an in-person gathering built around what we've been working on all season.

Expect peer conversations, practical sessions, a keynote you'll be talking about for months, and evenings that make the most of the beach. Bring your self-study workbook and your questions.

On the program

A few things to look forward to

Coconut Welcome Bar

Fresh coconuts waiting for you when you arrive, a proper island hello to kick things off.

Starship Dinner Yacht

Dinner cruising Clearwater Harbor aboard the Starship, with the sunset over the Gulf.

Live Band

Live music for a night of celebrating with colleagues and friends.

Advisor Awards

Recognizing the advisors and teams who made this year count.

Special keynote speaker

Jermaine has an announcement

Our keynote speaker is a surprise worth waiting for. Watch Jermaine's video to find out who will be joining us on stage in Clearwater Beach.

Join Us for Synergy by the Sea 2027
Watch the video
Agenda

Three days on the Gulf

3C FocusCommunityCollaborateCultivate
Wednesday · February 24

Arrival Day

Arrive in Clearwater Beach and check in at the Wyndham Grand. Evening details coming soon.

Thursday · February 25

Day One Building Community & Sparking Collaboration

  1. 7:30 – 8:00 AM

    Breakfast & Registration

    Community

    Pick up your name badge, conference workbook, and roundtable topic card. Elite Partner exhibit tables open.

  2. 8:00 – 8:30 AM

    Welcome & Opening Remarks

    Community

    MarketShare Financial leadership kicks off the meeting and introduces the 3Cs: Community, Collaborate, Cultivate.

  3. 8:30 – 9:15 AM

    State of the Partnership

    Year in review, key initiatives and new resources for advisors, and an industry outlook on the Great Wealth Transfer.

  4. 9:15 – 9:45 AM

    Elite Partner Spotlights

    Collaborate

    Thought leadership from two of our Elite Partners.

  5. 9:45 – 10:00 AM

    Networking Break

    Coffee refresh and Elite Partner exhibit tables.

  6. 10:00 – 11:00 AM
    Keynote

    Keynote Speaker: Titus O'Neil

    Keynote address followed by audience Q&A.

  7. 11:00 – 11:30 AM

    Advisor Panel: Preparing & Planning for “The Great Wealth Transfer”

    Fellow advisors share how they engage clients' heirs, run family meetings, and retain assets through the transition. Includes a live poll, Turn & Talk, and open Q&A.

  8. 11:30 AM – 12:00 PM

    Elite Partner Spotlights

    Collaborate

    Two more Elite Partner presentations with Q&A.

  9. 12:00 – 12:45 PM

    Roundtable Breakouts

    Community

    Small-group peer discussions in two rounds, each led by an MSF facilitator. Topics: technology, your ideal client, adding an office assistant or junior advisor, and marketing outreach.

  10. 12:45 – 1:00 PM

    Recap & Preview of Day Two

    Key takeaways from the morning, followed by lunch on your own and a free afternoon.

AfternoonLunch on your own and free time for 1:1 partner meetings, relaxing, or exploring Clearwater Beach.

Friday · February 26

Day Two Cultivating Growth & Long-Term Partnership

  1. 7:30 – 8:00 AM

    Breakfast

    Community

    Coffee, breakfast, and networking. Visit the Day One Idea Wall and mark the ideas you plan to try.

  2. 8:00 – 8:45 AM

    Osaic Home Office Presentation & Q&A

    An update from the Osaic home office team, followed by open Q&A.

  3. 8:45 – 9:00 AM

    Elite Partner Spotlights

    Collaborate

    Thought leadership from our Elite Partners.

  4. 9:00 – 9:15 AM

    Networking Break

    Collaborate

    Coffee refresh and Elite Partner exhibit tables.

  5. 9:15 – 9:30 AM

    Elite Partner Spotlight

    Thought leadership from our seventh Elite Partner.

  6. 9:30 – 10:30 AM

    Growth Workshop: Who You Serve, How You Reach Them & How You Scale

    Cultivate

    Actionable strategies for identifying your ideal client, growing your marketing outreach, and scaling your practice with technology and team.

  7. 10:30 – 10:45 AM

    Networking Break

    Cultivate

    Coffee refresh and Elite Partner exhibit tables.

  8. 10:45 AM – 12:00 PM

    Roundtable Workbook Session

    Cultivate

    Work through your conference workbook with a peer accountability partner and leave with a 90-day action plan and a 30-day check-in scheduled.

  9. 12:00 – 12:15 PM

    Closing Remarks

    Key takeaways, thank-yous, and next steps, followed by a free afternoon.

AfternoonFree time for 1:1 partner meetings or travel. Thank you for joining us!

The venue

Wyndham Grand Clearwater Beach

100 Coronado Drive, Clearwater Beach, FL 33767

Our home base sits right on Clearwater Beach, steps from the sand, Pier 60 and the marina. Late February on the Gulf usually means sunny days in the 70s and cool evenings, so pack a light layer for the yacht.

Hotel website Open in Maps

Nearest airport: Tampa International (TPA), about 40 minutes by car. St. Pete–Clearwater (PIE) is about 25 minutes.

Registration

Registration opens the first week of November

Watch your inbox for the registration link. We recommend registering early to secure your spot and your room at the Wyndham Grand.

In the meantime, watch Jermaine's video for a fun announcement about our special keynote speaker.

Watch: Join Us for Synergy by the Sea 2027