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Agenda

 From keynote talks that shift your mindset to breakout sessions packed with step-by-step tactics, the AdvisorCon agenda is designed to move your business forward—no matter where you’re starting from.

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Discover the Power of Force Multipliers

Tools That Multiply Output and Accelerate Growth

At AdvisorCon 2026, we’re spotlighting seven of the fastest-growing practices on the BGM System. On May 14–15, each advisor will take the stage to reveal the force multipliers they’ve used to achieve extraordinary results.

What’s a force multiplier? It’s anything that increases your effectiveness and output—like a system, strategy, or team that helps you get more done with less effort. These advisors aren’t just working harder. They’re working smarter—with the right tools driving massive growth.

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Forward Thinkers

Real Strategies from Real Advisors

From $50M in New Assets to $1B+ in AUM

Each speaker will unpack the multipliers behind their biggest wins—whether it’s breakthrough prospecting strategies, branding techniques that attract ideal clients, or relationship marketing systems that deepen trust and drive referrals.

These aren’t theories. They’re proven tactics that:

  • Brought in $50–$100M in new assets
  • Helped dominate HNW and business owner markets
  • Pushed one advisor past the $1B AUM milestone

If you want to grow faster and higher than you thought possible, this is the playbook you’ve been waiting for.

Day 1 Sessions

May 14, 2026

  • Thur.
  • May 14
  • 8:30am - 9:00am CT
Check-In & Mingle

We recommend arriving at the conference as early as possible to introduce yourself to the other advisors around you to start swapping ideas, sharing observations, and making connections that will last your entire career.

  • Thur.
  • May 14
  • 11:15am - 12:00pm CT
Augmented Prospecting: Revamping the Entire “Prospect Experience”
Clare Carberry
Clare Carberry
  • Thur.
  • May 14
  • 2:15pm - 3:15pm CT
Turn Up the Mic: Building a Virtual Pipeline from Podcasts to Zoom
Paul Kiker
Paul Kiker
  • Thur.
  • May 14
  • 9:00am - 10:00am CT
Agents of AI: Selecting the Right Tool for the Right Job
Frantz Widmaier AdvisorCon 26
Frantz Widmaier
  • Fri.
  • May 14
  • 12:00pm - 1:00pm CT
Break for Lunch

Enjoy some of Nashville’s delicious southern cuisine while meeting and mingling with your fellow attendees. 

  • Thur.
  • May 14
  • 3:30pm - 4:30pm CT
Rainmaking 101: Turning Your Successor Into a Superstar Producer
Matt Hicken AdvisorCon 26
Tony Parmenter
Matt Hicken &
Tony Parmenter
  • Thur.
  • May 14
  • 10:15am - 11:15am CT
HNW Prospecting: The Ultimate Strategy for the Ultimate Niche
David Baker
David Baker
  • Thur.
  • May 14
  • 1:15pm - 2:15pm CT
Successful Chaos: The Key to Prospecting Business Owners
Bryan Sarff AdvisorCon 26
Bryan Sarff
  • Fri.
  • May 14
  • 5:00pm - 7:00pm CT
Cocktail Party

Join us for delicious food and drinks to socialize and network with your fellow attendees!

Day 2 Sessions

May 15, 2026

  • Bonus Session (Optional)
  • Fri.
  • May 15
  • 8:00am - 9:00am CT
Bonus Breakfast Presentation: Force-Multiplying Words

Matthew Bailey AdvisorCon 26
Stephanie Peterson AdvisorCon 26 (2)
Matthew Bailey &
Stephanie Peterson
  • Fri.
  • May 15
  • 11:15am - 12:00pm CT
Building a Three-Year Plan: How to Create a Roadmap to the Future You Want
Nick Grady AdvisorCon 26
Nick Grady
  • Fri.
  • May 15
  • 9:00am - 10:00am CT
Break-Throughs & Best Practices: One Advisor’s Journey to $1B in AUM
Scott Ferguson AdvisorCon 26
Scott Ferguson
  • Fri.
  • May 15
  • 12:00pm - 1:00pm CT
Break for Lunch

Enjoy one last chance to swap ideas, compare notes, and make future plans with both the speakers and your fellow attendees. 

  • Fri.
  • May 15
  • 10:15am - 11:15am CT
Systems & SEO: Tools for Being Found, Looking Good, and Growing Faster
Katie Johansson AdvisorCon 26
Katie Johanssen
  • Fri.
  • May 15
  • 1:00pm - 2:00pm CT
Topic: To Be Announced...


Bill Good AdvisorCon 26
Bill Good

Nashville Awaits!

Get Your AdvisorCon Tickets Today!

Join the industry’s brightest minds for two unforgettable days of strategy, connection, and inspiration. Lock in your spot today and start planning your best year yet.

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REGISTER NOW: MAY 14-15 IN NASHVILLE, TN

Hosted by Bill Good Marketing, AdvisorCon is where financial advisors come to think bigger, work smarter, and grow faster. For two action-packed days in Nashville, you’ll hear directly from the industry’s top producers, prospecting pros, and marketing masterminds—sharing the exact strategies driving real growth in today’s toughest market.

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Clare Carberry
Clare Carberry
Client Associate @ McPeak Wealth Management
Augmented Prospecting: Revamping the Entire “Prospect Experience”

As the driving force behind every marketing initiative at McPeak Wealth Management, Clare is a force multiplier all unto herself.  From seminars to meetings to marketing colleteral, Clare has revamped and refined nearly every aspect of the team’s prospecting, creating a system (and brand) that gets new clients lining up at the door.  The results speak for themselves: McPeak manages over $2.5B in AUM, with one advisor in particular — Neil McPeak Jr. — going from $60M to $660M in just eight years. 

Clare made a brief cameo appearance at our last conference in Puerto Rico, and since then, advisors have been clamoring to have her back.  In her presentation, Clare will show the most important tweaks and changes that will augment your prospecting and make your entire marketing system exponentially more effective. 

Paul Kiker
Paul Kiker
Financial Advisor @ Kiker Wealth Management
Turn Up the Mic: Building a Virtual Pipeline from Podcasts to Zoom

What if people could hear you and then decide they wanted to work with you almost immediately? 

What if you had a complete, fool-proof system for getting all those new prospects to set up a first appointment?

What if you could then close those prospects without ever meeting them in person, all over Zoom? 

That’s what Paul Kiker has been doing, and as a result, he’s now seeing more assets coming through the door than ever before.  He’s built a virtual sales pipeline that would impress Bill Good himself — the man who literally wrote the book on sales pipelines. 

In his presentation, Paul will show you both the big ideas that gets prospects to sit up and take notice of and the small, technical details of how to close them over Zoom.  All are major force multipliers that helped Paul bring in over $100M in new business in 2024 alone.  (Paul is currently on track to raise over $100M in 2025 as well!)  And the best part?  Everything you learn can be applied to any prospecting style you choose, from seminars and events to direct mail and digital marketing. 

Frantz Widmaier AdvisorCon 26
Frantz Widmaier
Chief Executive Officer @ Bill Good Marketing
Agents of AI: Selecting the Right Tool for the Right Job

Our CEO, Frantz Widmaier, will update you on the latest advancements in AI-enabled technology…including our own here at BGM.

In the last few years, there has been no force multiplier more promising than AI, especially AI agents, which can operate with limited human intervention.  But not all AI tools are created equal, and it’s also possible to misuse tools and reduce their effectiveness. (You wouldn’t use a screwdriver to hammer in a nail, would you?)  In his keynote presentation, Frantz will break down several case studies about when, where, and how to use AI to actually increase your productivity without sacrificing quality or wasting time. 

Matt Hicken AdvisorCon 26
Tony Parmenter
Matt Hicken & Tony Parmenter
Senior VP of Consulting @ Bill Good Marketing
Senior VP of Client Success @ Bill Good Marketing
Rainmaking 101: Turning Your Successor Into a Superstar Producer

One producing advisor is good. 

Two, as Bill would say, is “much more better.”

Whether it’s finding and onboarding a new advisor or showing your existing successor how to “make it rain,” having a junior advisor who can produce as much as you can is a force multiplier of gigantic proportions.  It’s why the biggest teams are the biggest teams: Because the responsibility of growing doesn’t just fall on one person. 

But there’s both an art and a science to turning your successor into a superstar producer.  That’s why our two Senior Vice Presidents, Matt Hicken and Tony Parmenter, will be on hand to show you the core elements of each.  That’s right, we’re bringing this dynamic duo back on stage…and they, in turn, are bringing all their dad jokes, exhaustively witty repartee, and 20+ years of experience with them.

David Baker
David Baker
Financial Advisor @ Phoenix Private Wealth
HNW Prospecting: The Ultimate Strategy for the Ultimate Niche

At the beginning of the decade, David was aiming to reach $50M in total assets.  We challenged him to think a bit bigger than that, and guess what?  He has.  Check out these numbers:

2020: $18M in new assets.
2021: $29.8M.
2022: $34.3M
2023: $45M
2024: $50M
2025: $50M+ (on track)

David’s growth rate has been nothing short of breathtaking.  He is now number 81 in a firm of over 4,400 advisors and will be in the top 75 before the end of the year.  How has he done it?  HNW prospecting.  There is perhaps no force multiplier bigger than boosting the average net worth of each client that comes through the door, and David has been able to do that while simultaneously spending more time with his family.  At AdvisorCon, he will show you the exact strategy he and Matt Hicken devised for doing it so you can do it, too. 

We’ve known since 2021 that we would invite David to speak one day.  Now, that day is finally here, and we can’t wait to see him up on stage! 

Bryan Sarff AdvisorCon 26
Bryan Sarff
Financial Advisor @ Intellicents
Successful Chaos: The Key to Prospecting Business Owners

If there’s one niche that advisors most want to target, it’s probably business owners.  And if there’s anyone who knows about how to become “the go-to guy” for the business owner crowd, it’s Bryan Sarff. 

For the last several years, Bryan has transformed his practice into that of a “personal CFO” for local business owners and executives.  His system of branding, multimedia marketing (think podcasts and radio shows), and networking makes him the person business owners think of when they need any help with succession planning, value acceleration, and more.  At AdvisorCon, Bryan will pull back the curtain on something he calls “Successful Chaos” — the key to getting a business owner’s attention and earning an executive’s trust.

Matthew Bailey AdvisorCon 26
Stephanie Peterson AdvisorCon 26 (2)
Matthew Bailey & Stephanie Peterson
Director of CLient Content @ Bill Good Marketing
Head of Growth @ Bill Good Marketing
Bonus Breakfast Presentation: Force-Multiplying Words

While Day 2 officially begins one hour later, we have a special bonus session for any advisors who are interested!  This one will feature Stephanie Peterson, our Head of Growth, and Matthew Bailey, our Head Writer.  Together, they will show you an extremely powerful, yet often-neglected force multiplier: The words you use.

In both your written communications and in your sales process, your word choice can make or break your message.  There are specific ways to use words that can build trust or break it; establish your expertise or shatter your credibility.  And there are also words you must avoid under most circumstances. 

While you sip coffee and munch on croissants, Stephanie and Matthew will share strategies for boosting both the power of your communications and your closing skills.  We hope you’ll join us! 

Nick Grady AdvisorCon 26
Nick Grady
Financial Advisor @ CI Assante Wealth Management
Building a Three-Year Plan: How to Create a Roadmap to the Future You Want

Planning is the greatest force multiplier of all.  Because, as Yogi Berra once said — and as Bill is fond of quoting — “If you don’t know where you’re going, you’ll end up someplace else.”

Three years ago, Nick Grady knew he didn’t want to wind up “someplace else.”  But as he about to embark on a major career shift — specifically, setting up his own RIA — he knew how easy it would be to take a wrong turn or allow his growth to stall.  So, he decided to do something about it.  Working with Matt Hicken, Nick created a comprehensive, detailed Three-Year Plan for himself and his business.  A plan for ensuring he would be able to make the transition, keep his existing assets, and continue to grow. 

And guess what?  He has. 

In this session, Nick will be joined onstage by Matt Hicken.  Together, the two of them will show you how to create your own Three-Year Plan that ensures you get to where you want to go…no matter what challenges, obstacles, or changes you have to face.  

Scott Ferguson AdvisorCon 26
Scott Ferguson
Financial Advisor @ Financial Concepts
Break-Throughs & Best Practices: One Advisor’s Journey to $1B in AUM

Earlier this summer, we received an email that made everyone at BGM stop and cheer: Scott Ferguson was writing to tell us that he and his team had achieved their goal of $1 billion in assets under management. 

For any advisor, this is a huge feat.  For Scott, based in the small city of Columbus, Mississippi (population 25,000), it’s a gigantic accomplishment. 

Hitting these types of milestones always requires a metamorphosis.  Whether it’s going from $10 to $100M, or $100 to $500M, or — especially — $500M to $1 billion, the journey requires more than simply doing more of what you’ve already done.  It requires embracing new strategies and best practices. In many ways, it requires you to remake yourself and your business. 

In this very special session, Scott is going to take you through his entire journey.  But he will give special attention to what helped him make the vast leap from $500M to $1B.  The strategies, best practices, and key decisions that led to the most significant breakthroughs. 

This is information every advisor needs to hear.  Information that you won’t find anywhere else. 

If you dream of taking flight and reaching the stratosphere, you won’t want to miss this.  

Katie Johansson AdvisorCon 26
Katie Johansson
Marketing Director @ Olde Raleigh Financial Group
Systems & SEO: Tools for Being Found, Looking Good, and Growing Faster

With $460M in AUM, and with much of that coming in the past two years, the Olde Raleigh Group in North Carolina are on a hot streak.  They have expanded into new markets — namely, Florida — and have experienced a surge in referrals and introductions from a variety of sources.

That’s why we are so excited to have Katie Johansson, the team’s marketing director, join us to share two major force mutipliers that have helped her team achieve such rapid growth: Tracking Systems and Search Engine Optimization.  Katie is in charge of managing all of the team’s campaigns, events, and other marketing initiatives, and keeps detailed records of everything the team does so they know exactly what’s working, what’s not, how much they’re spending, and their precise ROI.  As a result, the team is able to allocate both time and resources as efficiently and effectively as possible. 

Katie is also in charge of the team’s SEO efforts, and in recent months, her efforts have yielded major results.  Not only are they dominating Google search rankings for their area, but they are now getting new clients directly from their webiste!

Katie will share both these force multipliers with you: Her tracking system and her complete SEO strategy.  Two critical tools to help you get noticed, look good, and achieve higher, faster ROI.

Bill Good AdvisorCon 26
Bill Good
Founder & Chairman @ Bill Good Marketing
Topic: To Be Announced...

At our last conference in Puerto Rico, Bill opened his presentation by saying: “I trust I don’t need an introduction.” 

It was an incredible moment — one that got by far the biggest cheer of the entire event. 

As always, we will close the conference by hearing from our founder, the Head Gorilla himself.  Since Bill can essentially talk about anything, he is still mulling over exactly what he wants to share in Nashville.  Details about Bill’s topic will be released as they become available!