Neil McPeak, Jr. - Advisor Conference 2019 - Home

Advisor Conference 2019

Neil McPeak, Jr.

Succession Planning: How to Keep What’s Working and Innovate What’s Not

Succession Planning: How to Keep What’s Working and Innovate What’s Not

Neil McPeak, Jr. is a rising superstar. For one thing, he’s in the process of gradually taking over his father’s billion-dollar practice – a tall order for anyone. But he’s also proven that he can “make it rain” for himself. In 2017, Neil personally raised $30M in new AUM. That’s a great year! But In 2018 he raised $75M

In his presentation, Neil will take you through the succession plan he and his father are implementing. It’s all based on retaining what works and innovating what doesn’t so Neil can eventually take the mega-practice his father built and build it even higher!


At AdvisorCon, Neil Will Show You:

  • The infrastructure he is building to ensure a smooth, orderly transition.
  • His step-by-step process for transitioning clients from father to son without losing anyone
  • How he started from the ground up to establish his own brand and identity in the minds of the clients he’s taking over. (This is critical!)
  • How he took the growth strategies his father used and tweaked them for himself to raise $75M last year.

Most importantly, Neil will show you how he’s followed in his father’s footsteps and transformed into an asset-gathering machine.

Neil is only 32 years old, but with the succession plan he has in place, Bill estimates he will be at $4 billion by age 40. He’s well-positioned to dominate the 2020s. At AdvisorCon, Neil will show you how you can dominate, too. So…

If you have a junior partner who needs to bring in more assets

If you're a junior hoping to take over a practice one day

Then You Must Not Miss This Session!

It contains the strategies and best practices you need to make your own succession plan work!


About Neil McPeak, Jr.

Neil holds a Bachelor of Science degree in Economics with a Concentration in Finance from the Wharton School of the University of Pennsylvania. Neil joined the McPeak Wealth Management Group of Wells Fargo Advisors in 2010. While he is the Heir Apparent to Neil MckPeak Sr. he is becoming a powerhouse in his own right. In his spare time, Neil is an avid supporter of the Penn Rowing Team, serves on the Board of Governors for the Bacharach Institute of Rehabilitation and the Board of St. Augustine Prep.

Join Neil To Learn What's Key For Every Succession Transition!

You can also purchase your tickets over the phone by calling Michelle Graves at 800-678-1480 x 1309

Early-Bird Pricing for a limited time puts Advisor Tickets at $1,295 and accompanying staff tickets for just $495.