all the best practices you can fit in two days

When was the last time you got out of the office and worked on your business? Too many professionals are stuck in the day-to-day monotony of working in their business. As a result, they unknowingly develop habits that hold them back from their true potential. Why not get out of your rut by attending the best financial advisor marketing conference available?

Our retreats are transformative, both in the professional and personal sense. They combines the best of thought leadership, peer-sharing, skill development and strategic planning. Join us at one of our upcoming retreats to take part in this powerful process.

Why Join Us?

high achievers take action

Leverage our proven marketing techniques

Learn from your growth-minded peers

Discover marketing trends with today’s affluent

Rejuvenate your client acquisition mindset

Create structure around relationship marketing

Practice and refine elite advisor skills

Benefit from working on, not in, your business

the green light for financial advisor marketing conferences

Our Current Lineup

unique, thought-provoking exercises

Super 7 Marketing

Want a deep dive into the most effective activities for attracting affluent clients? Join us and learn from our latest research on what’s working and what’s not. This is the polar opposite of “silver bullet” marketing. We let the numbers tell us the most effective strategies, then backfill with the best tips, scripts, and routines we can find. Our objective is for every participant to leave with a rock solid game plan for client acquisition and the required skillset for execution.

Power Pipelines

In our studies of the industry’s elite, we see a variety of techniques for pipeline management. Some advisors stick with yellow notepads, others create spreadsheets, and others customize sophisticated CRM systems. Our conclusion: the medium doesn’t really matter, but the process matters greatly.  Elite advisors actively manage their pipeline. This helps them provide enough, but not too much contact to their prospects, and enables them to be very thoughtful in their outreach.

we want our financial advisor marketing conferences to provide lightbulb moments

Activity Analytics

While activity tracking is basic in theory, implementation takes incredible self-discipline. Then why do it? It creates powerful self-accountability for actions you know you should be taking. Thankfully, this process doesn’t have to be tedious. In this segment we’ll teach you tracking mechanisms that keep your attention focused where it should be—on your $1,000/hour activities. Accountability is embraced by the elite performer.

Team Dynamics

This section highlights findings from our 10+ years of research on over 1,700 wealth management teams.  We’ll share key communication fundamentals that can be leveraged by a team of any size – from a two-person team or the largest in the industry.  These fundamentals improve morale, strengthen individual engagement, and serve as preventative maintenance.  We’ll also provide participants with our Wealth Management Team Benchmarking Assessment.  This tool uncovers individual performance perceptions and pinpoints areas that need attention.

Upcoming Events

don't procrastinate - we sell out


If you are looking for a solid financial advisor marketing conference, you should join us. This event is for established advisors and agents looking for a transformative experience in both their personal and professional lives. It gives participants an opportunity to step away from the day-to-day office environment to reflect, plan, and energize. Attendees come from a wide variety of firms and distribution models throughout the financial services industry. This cross-pollination maximizes the best practice sharing that takes place amongst our attendees.

Yes, every event is unique. We present new ideas, templates, and exercises at each retreat to ensure that previous attendees get as much (if not more) value than new attendees. We also use these events to release our most updated research and findings. Learn straight from the affluent—what they want from a financial professional—uncovered from our 2017 research.

This event is designed to be an interactive experience. It’s a hybrid of presentation, group exercises, individual work, peer-sharing, role-playing, and strategic planning. When you combine three industry thought leaders, experienced coaches, and professionals focused on growth, you get a great financial advisor marketing conference! You’ll walk away with more marketing and sales strategies than any one person can implement.

The system and techniques taught at the retreat, when executed consistently, produce tremendous results. We have done the research on elite performers who have mastered the mindset, activities, and skills needed to reach the highest success levels. Some of the most successful financial professionals in the business use our methods every day.

Many of our attendees bring team members to the retreat. When team members experience the transformative nature of the event, immediate implementation can be expected when you return to the office. Everyone leaves the event on the same page and excited about raising their game. Not to mention, group discounts apply.

Many of our coaches attend the retreat. They help facilitate exercises and provide individual guidance onsite. There will always be someone there to answer your individual questions.

No, this event is a standalone, actionable, transformative program. Our objective is personal and professional development that stimulates growth.

While specifically designed to accelerate the coaching experience, this financial advisor marketing conference is open to the public. You don’t need to be an active client to benefit from this transformative experience. The strategies and tactics you will learn are invaluable.

You will receive our latest research materials, and numerous handouts/exercises.

We hold two public events per year and highly recommend that you come to the next available retreat, regardless of location. This workshop will have immediate effects on your ability to attract, service, and retain affluent clients… Why wait? As the great American poet Robert Anthony once wrote, “Waiting is a trap. There will always be reasons to wait. The truth is, there are only two things in life, reasons and results, and reasons simply don’t count.”

The price of this financial advisor marketing conference does not include airfare or lodging. However, we do work with the hotel to provide our participants with the lowest possible rates. We also hold our events in locations that have many direct flights, so that travel is as convenient as possible.

The early registration price of $1,495 will end 1 month before the program.

Yes. We reduce the price by $100 for each additional person you bring—up to 3 people.  For example:

1 Attendee 2 Attendees 3 Attendees (or more)
$1,495 $1,395/each $1,295/each

Assistants (non-producing financial professionals) may attend at a discounted rate of $995/each.

Yes, if you are a previous coaching client, then you can attend for $995. Call our office to take advantage of this discount at (336) 273-6582.

Our next financial advisor marketing conference is still in the works. Stay tuned for the location and agenda details…