THE #1 CONFERENCE FOR
EVOLVING YOUR PRACTICE
Charleston, SC - The Segra Club
OCTOBER 6-7
Why Charleston?
During last years conference, we asked attendees where they wanted next year’s conference to be.
The overwhelming majority chose Charleston. (Which is fitting, because that’s where our last in-person conference was set to be before COVID hit.)
Charleston is one of the most gorgeous cities in the United States, especially during the fall. (Travel+Leisure Magazine voted it the best city in the US for the fourth consecutive time in 2019.)
You’ll enjoy warm weather, lovely beaches, stunning architecture, and delicious cuisine. Plus, it’s the perfect opportunity to bring your family along if you want to extend your stay!
agenda
advisor evolution
The theme of this year’s conference is Advisor Evolution. Every advisor, at some point in their career, will find themselves transitioning from one phase of their business to another.
Some of those transitions include:
Target Transformations
Transitioning into a new niche, specialty, or demographic
Planning Evloution
Evolving your business plan to be more ambitious, with loftier goals
Practice Evolution
Evolving from a largely transactional practice to a fee-based practice
Transitioning to HNWIs
Transitioning from working primarily with “mass affluent” clients to “High Net Worth” clients
Going on the Offense
Transitioning into a new, more aggressive prospecting campaign or strategy
Team Evolution
Evolving your team from being suited to a million in production to one capable of $2M and beyond
Life Transitions
Transitioning out of the industry and into retirement
Marketing Evolution
Evolving from mass marketing (seminars, cold calling) to relationship marketing (strategic partnerships, referrals)
AdvisorCon
speakers
At AdvisorCon, you will hear from advisors – a mix of legendary Gorillas and rising stars – who have already completed these (and other) transitions. They will reveal the best practices you need to navigate change, dominate your market, and evolve your practice to the next level.
Our lineup is already coming together, and we’ll start revealing more speakers soon, so stay tuned!
Bill Good
Bill Good Marketing
Frantz Widmaier
Bill Good Marketing
Matt Hicken
Bill Good Marketing
Ric Lager
Lager & Comapny inc.
Sam Lupica
Stratos Wealth Partners -
LPL Financial
Jim Lupica
Stratos Wealth Partners -
LPL Financial
Tony Parmenter
Bill Good Marketing
Stephanie Peterson
Bill Good Marketing
Matthew Bailey
Bill Good Marketing
John Halterman
Beacon Wealth Management - cambridge investment research
Bill Pickens
(Gorilla Legend) - RETIRED Advisor
Ed Blumenthal
Stedmark Partners -
janney mongomery scott
More speakers coming soon!
Conference Location
The Segra Club - riley park
We have booked out the Segra Club at Riley Park – one of the most beautiful locations for a conference in Charleston. The Segra Club sits gloriously above Joseph P. Riley, Jr. Park, giving you unparalleled views of the Ashley River marsh and the home field of the Charleston RiverDogs, as you relax in climate-controlled comfort.
We have also partnered with Sky High Travel and reserved a room block available to you for booking at a discounted price, at the downtown Charleston Marriot.
Use event code “bgm” to take advantage of your discount.
Advisors Are Talking… and it’s all “GOOD” things.
Every advisor who attends AdvisorCon leaves with something to apply the day they get back to the office.
Don’t just take our word for it; check out what some of our advisors have to say about their experiences.
FAQs
Frequently Asked Questions
Will this event be virtual?
Where should I stay?
https://skyhightravel.com/
Use event code "bgm" to take advantage of your conference discount.
Why should I attend?
Can I bring staff?
Will I receive a recording of the event?
How do I get to the venue from the hotel?
Do I have to pay for food?
Is travel included?
Use event code "bgm" to take advantage of your conference discount.
Join us in Charleston, October 6-7, 2022
HOW IS ADVISORCON DIFFERENT FROM OTHER CONFERENCES?
Most conferences are heavy on fluffy motivational speakers and technology vendors desperate to sell you things. That’s fine, but it’s not what financial advisors want – because it doesn’t help them grow.
Our 2022 Advisor Conference – AdvisorCon for short – is different.
On October 6-7, some of the top producers in the financial services industry will share their strategies and best practices for getting more referrals, generating more online leads, closing more prospects, and building a stronger practice.
Here, unlike anywhere else, you’ll meet advisors from every rung of the ladder, all happy to share their insights and ideas with you.
Save Your Spot!
This is an exclusive event that you don’t want to miss!
We have 100 tickets available and we will sell out.
We have extended a discount for your staff, if you want to bring anyone with you.
But this pre-order pricing is only available for a limited time.
Solo Advisor
Pre-Sale Ticket
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(1) Advisor 2-Day Conference Access
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Lunch Both Days
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Refreshments During the Conference
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Exclusive Cocktail and Networking Event Ticket
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Online Recording and Materials Access
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Conference Discount at the Hotel
Additional Staff Member
Pre-Sale Ticket
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(1) 2-day Non-Producing Staff Member Access
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Lunch Both Days
-
Refreshments During the Conference
-
Exclusive Cocktail and Networking Event Ticket
-
Online Recording and Materials Access
-
Conference Discount at the Hotel