May 14 - 15 | Nashville, TN

Build Your Future at Advisorcon

AdvisorCon 2026 lands in Nashville—bringing together a powerful community of ambitious financial advisors, growth experts, and top performers ready to shape the future of wealth management.

AdvisorCon 2026 Logo Brand Concepts
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What is AdvisorCon?

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. You’ll walk away with battle-tested tools, eye-opening insights, and a personalized plan to double your production.

Grow

Step into tactical sessions designed specifically for financial advisors. Learn proven strategies to attract high-net-worth clients, streamline your operations, and scale your business—without burning out. Leave with practical tools, templates, and a growth plan you can implement the moment you’re back in the office.

Connect

Surround yourself with advisors, marketers, and practice management pros who are building the kind of business you want. From hallway conversations to after-hours events, AdvisorCon is where real relationships (and referrals) begin.

Get Inspired

Hear from top producers, industry veterans, and disruptive thinkers who’ve been in your shoes—and found a better way. Through candid keynotes and tactical deep-dives, you’ll discover what’s actually working for firms like yours right now.

Enjoy

From Broadway honky-tonks to gourmet hot chicken, AdvisorCon 2026 in Nashville blends serious learning with unforgettable fun. This is your chance to recharge, refocus, and reconnect with why you love this business in the first place.

What to Expect at AdvisorCon 2026

Hyper-Focused Speeches

Be captivated by the stories, successes, and strategies from top advisors who have not just reached the peaks of success but have set new ones. Each presentation is crafted to ignite your passion and equip you with transformative strategies that can be the catalyst for your business’s breakthrough.

Interactive Q&A Sessions

This is where your path to success gets personal. Pose your most pressing questions to those who’ve navigated the journey and emerged victorious. These sessions offer unparalleled access to tailored advice and insights, helping you decode the success strategies of the industry’s best.

Networking Opportunities

Forge lasting connections in a community where every handshake holds the promise of new partnerships, collaborations, and friendships. These networking moments are your chance to build a support network with those who understand your journey and share your drive for excellence.

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Featured Speakers

Hear from top producers, industry veterans, and disruptive thinkers who’ve been in your shoes—and found a better way. Through candid keynotes and tactical deep-dives, you’ll discover what’s actually working for firms like yours right now.

Scott Ferguson AdvisorCon 26
Scott Ferguson

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…

Bryan Sarff AdvisorCon 26
Bryan Sarff

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…

David Baker
David Baker

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…

Clare Carberry
Clare Carberry

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 collateral, Clare has revamped and refined nearly every aspect of the team’s prospecting, creating a system (and brand) that gets new clients…

Paul Kiker
Paul Kiker

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… 

Nick Grady AdvisorCon 26
Nick Grady

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…

Why Attend?

Embrace Real-Time Success Strategies

Embrace the opportunity to revolutionize your approach and elevate your practice with insights and strategies that are defining the success of today’s top advisors. Here’s why AdvisorCon 2026 is an unmissable event:

1. Real-World Insights

Gain direct access to what's working RIGHT NOW for the industry’s top advisors, distilled into actionable strategies you can apply immediately.

2. Peer-Driven Wisdom

Benefit from the collective experience and success of your peers. This is wisdom born from real challenges and triumphs in the current market landscape.

2. Unparalleled Networking

Connect with fellow advisors, industry innovators, and thought leaders. Forge valuable relationships that go beyond the conference, providing support and collaboration opportunities for years to come.

4. Immediate Impact

Leave with a toolkit of ideas, strategies, and contacts that will have an immediate impact on your business. It's not just about inspiration; it's about actionable change.

5. Community of Forward-Thinkers

Join a dedicated community of advisors committed to not just personal growth but advancing the profession as a whole. Be part of shaping the future of advising.

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Forward Thinkers

Who Should Attend?

For the Trailblazers and Dreamers

AdvisorCon is where financial advisors, marketing professionals, and business owners converge with a shared purpose—to learn from one another and collectively push the boundaries of what’s possible.

If you’re committed to applying real-world insights and strategies to achieve exceptional growth, welcome home.

Secure Your Spot

May 14 - 15 | Nashville, TN

Advisor Admission

Your all-access pass to two days of breakthrough strategies, expert sessions, and real-world tactics from top advisors who are growing faster and working smarter. 

Bringing a team member? Save big with our Advisor + Staff Combination Ticket.

$1,899 - Super Early Bird
sold out
$1,999 - Early Bird
$2,500 - Tier 3
May 14 - 15 | Nashville, TN

Staff Admission

Don’t let the name fool you—AdvisorCon is built for teams. With dedicated sessions for client service, operations, and marketing staff (plus several team members speaking on stage), this pass is perfect for the people who keep your practice running smoothly.

$1,195 - Super Early Bird
sold out
$1,295 - Early Bird
$1,600 - Tier 3

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.

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.

© 2025 Bill Good Marketing, Inc.
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.  

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.

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 familyAt 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! 

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. 

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.  

AdvisorCon Refund Policy

Your AdvisorCon 2026 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 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 Nashville, 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 2026 (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 info@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 Central Time the day before Day 1 of AdvisorCon 2026. 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: info@billgoodmarketing.com or contact your BGM Account Manager directly.

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