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NEAR Conference

December 3rd

December 3rd | Newport, RI

Elevate your expertise,
and ignite your potential.

 Unleash your potential and take your career to new heights.

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.

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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

Welcome & Introductions

A welcome from your host, Karen Hanson 

It’s great to be in Scituate!

An introduction to the South Shore market

from E&V South Shore

Your Winning Blueprint for 2026

Planning your best year yet with Joe Gilmour

Co-Owner of Redefine Coaching

Henry Harries, Behind the
Scenes of a DC Success Story

From Compass to Engel & Völkers, Henry shares what works Henry Harries, E&V Washington D.C

All Star Rookies:

Fast Starts, Big Impact

Panel: Advisors who have taken their first 18 months by storm

Lead Generation

Panel: Your options & their effectiveness from the ones who know

E&V Positioning and the Competitive Landscape

A look at the value proposition of our friendly competitors

Greg Kiely, Vice President of Brokerage Development,

Engel & Vökers Americas

Market Data that You Can Use

Local vs. national data comparisons and what to expect for 2026

Matt Blanchard, Leader Bank

Systems of Our Superstars

Panel: How three exceptional advisors built success on consistency & differentiation

Insights into AI

Discover how Al can elevate your marketing, streamline your workflow, and help you work smarter, not smaller.

Steal My Idea

A rapid fire of fabulous ideas from our network. Would you like to share, too? 

The Inn at Scituate Harbor

7 Beaver Dam Road, Scituate, MA

Distance to Venue: .5 Miles

Book Your Room

The Red Lion Inn

71 S Main Street, Cohasset, MA

Distance to Venue: 5.7 Miles

Book Your Room

Nantasket Beach Resort

45 Hull Shore Drive, Hull, MA 

Distance to Venue: 11 Miles

Book Your Room
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Join Your Fellow Advisors
and Buy Your Ticket Today

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Where To Stay

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

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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

Matthew Blanchard.png

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 Gilmour of Advisor Mastery.jpeg

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.

IMG_3581.jpg
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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 Gilmour of Advisor Mastery.jpeg

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

Matthew Blanchard.png

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.

The Program

Get your ticket!

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

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