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AdvisorCon FAQs

Frequently Asked Questions

Everything you need to know before you join us in Salt Lake City.

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General FAQs

AdvisorCon is Bill Good Marketing’s annual conference for financial advisors and their teams. It’s two days of practice-management strategy from advisors who are growing faster and working fewer hours, covering everything from prospecting to succession. 2027 marks the 50th anniversary.

AdvisorCon 2027 takes place May 13 and 14, 2027 in Salt Lake City, Utah. 

At The Grand America Hotel in downtown Salt Lake City, Utah. This year the venue and the host hotel are the same building, so your room and the sessions are under one roof.

Financial advisors, firm owners, and the staff who keep a practice running, including client-service, operations, and marketing team members. Whether it’s your first AdvisorCon or your tenth, there are sessions built for you.

Building a business that lasts. Every session ties back to one of six areas: brand, prospecting, operations, team, client service, and succession.

Tickets & Pricing

No. AdvisorCon is open to any financial advisor or team, whether or not you’re on the BGM System. First-timers get a working overview of the whole system along with the specific tactics advisors are using to grow now, so it’s a great place to start.

No. Staff are welcome on their own, with sessions built specifically for client-service, operations, and marketing team members. That said, we highly recommend coming together when you can. Teams that attend together leave on the same page, with a shared vision and the same playbook to run back home.

Yes. If you can’t attend, your ticket transfers to a colleague at no charge. The details are outlined in our refund policy.

There are three ticket types: Financial Advisor + Staff, Financial Advisor, and Staff. Our First 50 discount is open now at the lowest rate of the year, and prices go up as the event gets closer. See current pricing for every ticket type on the ticket page.

Head to the ticket page, pick your ticket type, and check out. The sooner you register, the lower the price and the better your pick of hotel rooms in our block. If at any point you’re unable to get your ticket online feel free to call our office at 888-495-7303. 

It’s our lowest price of the year, and a nod to the 50th anniversary. Register early to be one of the “First 50” before prices step up. You’ll find it on the ticket page.

Both days of keynote sessions and Q&A panels; the 50th anniversary cocktail party; and breakfast, lunch, and coffee both days. You can review what each ticket includes on the ticket page.

Yes. AdvisorCon is built for teams, and the Financial Advisor + Staff ticket is priced to bring one team member along for less than two separate tickets. Compare ticket options on the ticket page, or call the team at 888-495-7303 about pricing for larger groups.

Now. The First 50 discount is the lowest price we offer, and rates rise as the event approaches. Lock in your seat on the ticket page before the next price increase!

If you can’t make it, your seat transfers to a colleague at no charge. Full terms are listed here:

Hotel & Travel

Right at the venue. We’ve reserved a block of rooms at The Grand America at a discounted conference rate, so your room and the sessions are under one roof. Rooms in the block are first-come, first-served, so book early. You can learn more about the group rate by visiting our Hotel & Venue page.

Use our group rate link to book your room at The Grand America at the discounted conference rate: book your room here. Rooms in the block are first-come, first-served, so booking early gets you the best rate and your pick of rooms.

Salt Lake City International Airport (SLC) is about 7 miles from The Grand America, roughly a 12-minute drive by car, rideshare, or transit. SLC is a major Delta hub with nonstop service to nearly 100 cities, so most teams have a short, direct trip.

Salt Lake City International Airport (SLC). It’s the closest airport to the venue and one of the easiest big-city airports in the country to get in and out of. More on flights and getting here is on the travel page.

Just your passport for entry into the U.S. Air Canada and other carriers serve SLC, so the trip is straightforward. Check your passport expiration early and book your flight ahead for the best rate.

The Grand America is downtown. Temple Square, City Creek Center, and plenty of restaurants are a short walk away, with the airport about ten minutes out.

More than people expect, and most of it is close. Temple Square and downtown dining are walkable, and the mountains and canyons are about thirty minutes away if you want to fit in a hike. The travel page has our full guide to the city, from food to the outdoors.

You don’t need one for the conference itself, since the hotel, sessions, and downtown are all walkable. A car is worth it only if you plan to head into the mountains or extend your trip. See the travel page for ideas on making a longer trip of it.

Absolutely. Salt Lake City puts national parks, canyons, and ski country within reach, and it’s a great place to add a few days on either side of the conference. The travel page is a good starting point.

Miscellaneous

Yes. It’s the 50th anniversary of the company he built, so of course he’ll be there! It’s a rare chance to hear from Bill in person and to raise a glass with him at the anniversary cocktail party. Bring your favorite Bill story. 😊

Yes, both breakfast and lunch are served on both days, along with coffee and snacks to keep you going.

Yes. We record the entire event, and the recordings are included in your ticket price, so you can revisit sessions afterward or share them with the rest of your team.

No. Personal recording is distracting to the speakers and the people around you. Since we record everything and include the recordings with your ticket, you’ll have every session to go back to without having to capture it yourself.

What advisors are saying about Advisorcon

For Advisors & Staff

Need to convince the boss? We've got you.

Want to attend AdvisorCon 2027, but need a yes from your firm or your advisor first? 

Download a ready-to-send email template that lays out the value, the cost, and the business case, so all you have to do is fill in a few blanks and hit send. There’s one for advisors and one for staff.

"Convince My Firm" Template
"Convince My Advisor" Template
Need to Convince your Boss

AdvisorCon 2027 · The 50th Anniversary

Fifty Years of Building Something That Lasts

What started with one man and a big idea has grown into fifty years of helping advisors build businesses that last. This May, come see what Bill built, and learn how to build it in your own practice.

Reserve Your Seat
Bill Good Through the Years
AdvisorCon Refund Policy

Your AdvisorCon 2027 registration includes entry to all standard conference sessions, networking events noted as included, conference materials, and designated meals/refreshments shown in the agenda. Third‑party activities, hotel, airfare, and personal expenses are NOT part of your registration fee. 

Transfers (Recommended First Option)

If you can’t attend, you may transfer your registration to a colleague or another advisor at no additional charge. 

Deadlines:

  • Up to 7 calendar days before Day 1: Email us the new attendee’s full contact info, firm name, dietary needs, and any compliance requirements. We’ll update the badge and confirmations.
  • Within 7 days / Onsite: We’ll do our best. Badge reprint lines can get long—please be patient.

Pro Tip: Transferring your seat to a team member is the fastest and easiest way to protect your investment.

Credits Instead of Refunds

Because AdvisorCon requires long‑lead venue, food & beverage, A/V, and staffing commitments, all registrations are non‑refundable.

However, we recognize that circumstances beyond your control can arise. When approved, we will issue a non‑transferable, non‑cash credit equal to some or all of your paid registration (less previously applied promo codes, if any) to your BGM account.

Credits may be applied to:

  • Future AdvisorCon or other BGM live/virtual events.
  • BGM consulting, coaching, or training services.
  • Eligible BGM marketing content subscriptions or programs (e.g., Presence, eligible content libraries, or other current offerings—ask for details).

Credit Expiration: 12 months from date of issue unless otherwise stated in your approval notice.

Situations Eligible for Credit Review

Documentation is required for all requests. Examples include:

Situation

Possible Credit*

Serious illness or injury preventing travel

Up to 100% credit.

Family emergency (e.g., hospitalization of immediate family member)

Up to 100% credit.

Bereavement (death in immediate family)

Up to 100% credit.

Active military/first responder deployment conflicting with event

Up to 100% credit.

Travel delays affecting your primary residence or regional travel infrastructure

50–100% credit depending on severity.

Visa denial / passport emergency (international attendees)

Up to 100% credit.


*Actual credit amount is determined at BGM’s sole discretion after review.

Travel Disruptions: Weather, Airline, & Missed Flights

We know travel can get messy—especially in storm season. Here’s how we handle it:

1. Widespread, Severe Travel Disruption

If a major weather event (e.g., hurricanes, blizzards, airport shutdowns) or large‑scale airline operations failure prevents a significant number of registered attendees from reaching Salt Lake City, BGM may extend a partial or full credit to affected registrants. We’ll announce guidance via email and on the event site if this occurs.

2. Individual Travel Issues

Delays, missed connections, or personal schedule conflicts that affect only a few attendees do not automatically qualify. You may still submit documentation (airline delay/cancellation notices). We evaluate case‑by‑case. Typical outcomes range from no credit to partial credit depending on timing, documentation, and whether you attempted to transfer your seat.

3. Late Arrival

If you arrive partway through the event, no credit is due. (Please still come! There’s a lot of value even on Day 2.)

Event Changes or Cancellation by BGM

If BGM must reschedule or cancel AdvisorCon 2027 (in whole or material part), we will automatically apply a 100% credit of your paid registration toward the rescheduled event or any other eligible BGM offering. If you cannot attend the new dates, you may reassign or redirect the credit within 12 months.

How to Request a Credit

Step 1: Email sales@billgoodmarketing.com
Step 2: Include:

  • Registered attendee name(s)
  • Firm name
  • Original order/confirmation number
  • Reason you are unable to attend
  • Supporting documentation (PDF or image)
  • Whether you wish to transfer to another person instead

Deadline: Written request must be received no later than 11:59 PM Mountain Time the day before Day 1 of AdvisorCon 2027. If the emergency occurs during the event window, submit within 5 business days after the event concludes.

You will receive an acknowledgement within 3 business days; final determinations typically within 10 business days after we receive complete documentation.

Credit Terms & Use

  • Credits apply to the invoice total actually paid for AdvisorCon registration(s) after discounts.
  • Credits are non‑cash and non‑refundable.
  • Credits cannot be sold or exchanged for cash, gift cards, or unrelated third‑party products.

No Show Policy

If you do not attend and do not contact us in advance (or within 5 business days citing an emergency), no credit will be issued.

Hotel, Travel, & Third Party Costs

You are responsible for canceling hotel rooms, flights, ground transport, and any third‑party activity bookings directly with those providers. Their refund/credit policies may differ from ours. BGM is not responsible for those charges.

Accessibility & Special Needs

If a change in accessibility needs impacts your ability to attend, please contact us as early as possible. We’ll work with you on accommodations or alternative participation options; credit determinations follow the same review process.

Policy Changes

BGM may update this policy at any time. The version in effect on the date you submit a written credit request will govern that request. Updated terms will be posted on the AdvisorCon website and noted in attendee communications.

Questions?

We’re happy to help. If you have any questions about this policy, your registration, or special circumstances, please reach out to us at: sales@billgoodmarketing.com or contact your BGM Account Manager directly.

We’ll do our best to respond within 1–2 business days.