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 Evolution
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!
Frantz Widmaier
Bill Good Marketing
Frantz Widmaier
The More-Better Model Day: Leveraging Technology to Save Time and Effort
One of the most requested topics at our last, virtual conference was: “What tech tools should advisors be using right now to get more done?”
You asked, we listened.
In addition to being our Chief Executive Officer, Frantz also spearheads all of our technology efforts, including the development of Gorilla 5. He is constantly on the lookout for ways to help advisors get more done, in less time, with less effort.
At AdvisorCon, he’s going to share some of those ways with you. Specifically, he will focus on how to leverage the latest tools and apps the top financial advisors are using to boost productivity and better connect with clients and prospects.
Frantz will show you:
- How to create quick, and efficient prospecting videos to send out via email. (This is one of the top ways to connect with new prospects right now!)
- How to automate your appointment calendar and integrate it with your communication tools. (This will save your team so much effort!)
- How to improve your writing and catch costly mistakes. (An underrated way to deepen relationships with your clients.)
- How to get your business on the map and generating traffic to your website for free. (This, frankly, is a prerequisite for all financial advisors in 2022.)
- How to easily evaluate your website for improvements.
- How to quickly design invitations, emails, business cards, logos, etc.
- And more!
Think of it this way. By our calculations, the average advisor is worth at least $1500 an hour when meeting with clients and prospects. It is the only aspect of your job that can never, ever be automated. But there are only so many hours in the day to actually do this. That means every hour that is spent doing something else – something that can and should be automated – is $1500 thrown out the window.
Frantz will show you how to create more “$1500 hours” in your day by reducing the time and effort it takes to do everything else.
Bill Good
Bill Good Marketing
Bill Good
The Great Transition: Your Practice Management Plan for the Next 10 Years
Whereas our CEO will be opening the conference, our founder will be closing it with perhaps the most important session of all.
A few years ago, a major study came out showing that the average age of a financial advisor is over 55 years old and rising every year. Only 22% of financial advisors are under the age of 40. And when a senior FA retires, and a junior FA takes over, one in three firms retain less than 50% of their clients! (The ideal client retention rate, in case you’re wondering, is 90%.)
Our own data shows that half of all transitions fail because the retiring advisor gets less for their practice than they should, and the acquiring advisor loses all the clients they just bought!
Despite this, the study found that the average FA over 50 pays little to no attention to their succession plan…until it’s too late. Our own experience at BGM has shown this to be true. Even worse, the average FA under 40 – the same one who will eventually take over– has almost no understanding of how to grow the business they’re acquiring.
This is the Great Transition. And too many advisors are failing it.
Given all this, the Head Gorilla himself wants you to know that if you are over the age of 50, you must have a succession plan in place. If you do, you will find your best years in the industry to be much less stressful and much more productive. Uncertainty will be eliminated, and eventually, your workload will be diminished. If you don’t, you will, in all likelihood, end up grinding yourself into exhaustion or working much longer than you intend.
Similarly, if you are a junior advisor in your thirties or even forties, you must have a plan for your end of the Great Transition. If you do, you will be able to buy a thriving business that you can make your own. If you don’t, you may end up inheriting a dying one that simply cannot support yourself or your family.
Strong words? Yes – but they come from decades of helping advisors navigate the most important transition of their careers. In his presentation, Bill will reveal, in step-by-step format, the entire process for mastering the Great Transition.
You will learn:
- The Transition Success Factors. These are the things that must happen for you to eventually retire when you want, in the way you want, with the lifestyle you want.
- The two big mistakes financial advisors make and the terrible problems they create. (And, of course, how to avoid them!)
- How to prepare your practice for the Great Transition, so that you can gradually wind down your career at the pace you choose – instead of frantically rushing at the very end.
- What junior advisors must begin doing now to ensure that one day, they take over a thriving, growing business instead of a stagnant one.
A successful transition is a planned sequence of slight changes. At AdvisorCon, Bill will give you that sequence. In fact, when you return home, you will have your marching orders for the next 5 to 10 years. The result?
A faster growth rate for your practice now.
A successful retirement later.
A complete mastery of the Great Transition.
John Halterman
Beacon Wealth Management - cambridge investment research
John Halterman
Survival of the Fittest: The Secret to Making Your Processes More Efficient & Effective
Processes! Whether you use Speedbuttons, Activity Plans, workflows, or good ol’ fashioned checklists, every practice depends on consistent, repeatable processes to grow. In fact, the highest-grossing FAs on our System usually reach the top because of their processes.
But ask yourself this question: If you could have a 10-step process or a 5-step process that accomplished the exact same thing, which would you choose?
That’s pretty easy. The 5-step process, right? When it comes to productivity, efficiency is king.
Now take it even further. What if you could not only make your processes more efficient, but more effective, too? What if you could transform that 10-step process into a 5-step… that helped you accomplish more than ever before?
That’s what John Halterman has done over the past year, as part of a major evolution of his entire practice. It started by taking a look at his Client Engagement process and asking his team, “What steps can we cut… without hurting our relationships?”
From there, John began pruning and refining nearly all his processes. He looked at his marketing processes making critical changes to how often he runs each type of event. He looked at his sales processes and evolved both his sales presentation and removed excess questions to only ask the critical ones. He evolved the way he does client reviews to make them more for the client’s benefit.
And in the process, he discovered something magical:
When you streamline your processes, you don’t just save time. You connect better with clients and prospects – because you save their time, too!
When John showed us what he was doing, we knew we had to invite him back to speak. We’re so glad he accepted, because…
At AdvisorCon, he’ll show you how to evolve your processes, too – so they become more efficient, more effective, and as Bill would say, more better!
You’ll learn:
- How to identify and remove bloat from the processes that support your business… so you can spend more time doing what you love with the people you love.
- How to simplify your sales presentation by honing in on only the critical questions with hot prospects. (This can dramatically shorten your sales cycle!)
- How to simplify your client engagement so that clients feel appreciated and cared for while not burying your team in administrative busywork.
- How to make your seminar, webinar, and client event presentations more exciting and engaging. (Hint: Talk less, listen more!)
- How scheduling listening sessions with your clients leads to more assets and referrals.
- And more!
Your business depends on processes. Every time you meet with a client, run a marketing campaign, hold a team meeting, execute a trade, or prepare a financial plan, you rely on them.
Now, you will learn how to make your processes take less time and get more done – so you can grow your business faster and see your family more.
That’s what you want, isn’t it?
Ric Lager
Lager & Company inc.
Ric Lager
Find & Conquer: How to Dominate Your Dream Market
This is Ric Lager. He is the preeminent provider of individual 401(k) advice in Minnesota…and probably in the entire industry.
For over fifteen years, Ric has specialized in helping retirement plan participants preserve the value of their retirement plan in the early stages of a stock market decline, then invest in the right kinds of stocks, mutual funds, and ETFs when the stock markets move back up. It is a niche that Ric dominates completely, helping him stand out from his competitors and ensuring him a continuous stream of new business, year after year.
How has Ric done this?
He has discovered how to use new tools – and put a new spin on old ones – to get in front of the prospects he wants most…and then stay there until they are ready to do business.
What kind of tools?
We’re talking LinkedIn.
Video marketing.
Infographics.
Research and government databases (for building prospecting lists).
To these, Ric adds the content he gets through Bill Good Marketing, which he customizes heavily to make it specific to him and his niche. Combine all this with a robust website, tested phone and email scripts, and a dynamite sales presentation, and you have the perfect formula for dominating your dream market.
You see, these are all tools that will work for every niche, not just his. At AdvisorCon, Ric will both reveal these tools and show you how to apply them to your own practice.
You will learn:
- How to identify potential markets in your area that are underserved or rife with opportunities.
- How to use the Find the Money campaign with existing clients to get a foothold in your desired market.
- How to use research, government, and other databases – which most advisors don’t even know about – to build high-quality prospecting lists full of people who are likely to be both interested and qualified.
- How to use LinkedIn and video marketing to get in front and stay in front of prospects in your desired market. (Honestly, Ric could do an entire presentation on this aspect alone.)
- How to effectively customize BGM letters for your own niche and turbocharge your drip.
- How to create the perfect sales presentation that speaks to the specific needs and challenges of prospects in your dream market.
But wait, there’s more! As a special bonus, Ric has graciously agreed to share the following resources with all AdvisorCon attendees:
- Copies of his phone and email prospecting scripts.
- Ric’s LinkedIn templates for connecting with prospects in your niche.
- A copy of Ric’s 401(k) presentation (which you can use as a template for your own niche).
- Access to state-of-the-art mutual fund research and database tools. This will be a big help when crafting sales presentations for individuals in your specific niche.
- Three new versions of the Find the Money campaign created by BGM Head Writer Matthew Bailey to help with your niche marketing.
With every passing year, advisors must compete for oxygen with thousands of advisors at firms like Edward Jones or the huge bank across the street. More and more, advisors need to find ways to differentiate themselves and stand out from the crowd in order to grow. One of the best ways to do that is to select a limited market, stay on message, and dominate it thoroughly.
That is what Ric has done with his niche. That’s what you can do with yours. At AdvisorCon, you will learn new ways to find your dream market, craft and deliver the perfect message, and dominate your niche.
Ed Blumenthal
Stedmark Partners -
janney montgomery scott
Ed Blumenthal
Autopilot for Advisors: Creating a Self-Sustaining Practice So You Can Focus on You
From self-driving cars to robots to “set it and forget it” software, society is obsessed with finding hacks to make everyday life easier, less time consuming, and more productive.
What if you could do that with your entire practice? What if you could make your business so self-sustaining, it could not only run itself, but grow itself, too?
At AdvisorCon, Ed Blumenthal will show you how.
You know Ed. Along with his partners, Mark and Chris, he runs a practice in Philadelphia called Stedmark Partners with over $2.25 billion in AUM. Over the last year alone, they’ve raised $83M in new assets. He’s also one of the most oft-requested guest speakers on the entire System!
Unfortunately, Ed got into a terrible accident earlier in the year. He was so badly injured, he was forced to devote all his time and energy into recuperating. For over a month, he was not able to work at all.
Fortunately, Stedmark Partners already had the systems, procedures, and people in place so that the practice could continue running seamlessly. It was like putting a plane on autopilot – giving Ed the confidence and peace of mind that the business would get exactly where it needed to go even without his hand on the controls. As a result, when Ed returned to the office, he found that:
- The team had completed every action, resolved every issue, answered every question, and even replied to every email in his absence. Nothing was missed.
- Clients never once expressed worry about their money. The only thing they asked about was Ed’s wellbeing.
- Everything was so ahead of schedule, Ed was able to take his first 10 days and just ease himself back into the flow of work without having to play catch-up.
- Most amazingly of all, the business had actually grown while he was out!
It goes without saying that most advisor practices are not currently capable of this kind of self-sustainment. But every advisor’s can be – if you have the right systems in place!
At AdvisorCon, Ed will show you which procedures and best practices made the most difference while he was out, along with how you can adapt and implement them for your specific situation.
You’ll learn:
- How to create a tiered action plan for getting more done each and every day. (Stedmark Partners started this at the beginning of the pandemic and will never go back to life without it!)
- The team’s system for ensuring that every task can be immediately re-assigned and promptly handled by another team member. (That means no more silos or waiting for things to get done!)
- How to ensure anyone on your team can help any client with any issue or opportunity. That means no more sweating those small-but-crucial details that only you can supposedly handle! (Spoiler: It’s all based on Ed’s twist on “The Law.”)
- How to train your team to find new prospects, generate new referrals, and bring in out-of-house assets on their own initiative.
- And more!
Creating an “Advisor Autopilot” system isn’t just for dealing with a crisis. It’s for ensuring you always have the ability to focus on you when needed. For example…
- Want to take your spouse on that epic globetrotting trip for your 25th wedding anniversary? Now you can.
- Want to take a month and finally write that book in your head? Now you can.
- Want to spend more time going to your children’s soccer games and dance recitals? Now you can.
- Want to take better care of your physical and mental health? Now you can.
- Want to transition to a different phase of your career without having to worry about the day-to-day? Now you can.
This is, quite simply, practice management on a different level.
Bob Bennie
Bob Bennie Wealth Management
Bob Bennie & Jessie Thompson
Websites & Webinars: Digital Marketing for the Digital Age
These days, advisors have more tools than ever to get in front of interested and qualified prospects. All they have to do is embrace a bit of technology, be willing to try new things, and find the right appeal.
Our newest AdvisorCon speakers are doing all that to great effect. Meet Bob Bennie and Jessie Thompson. They’re a father-daughter team with a thriving practice in Lincoln, Nebraska. A big part of their success? They own the #1 ranking on Google for most searches in their area.
How have they accomplished this? By embracing a multi-prong approach to marketing that encompasses the following channels:
- YouTube videos
- Webinars
- TV & radio ads
- Dripping/blogging
Most importantly, they know how to appeal exactly to their desired audience across all these channels.
In many ways, Bob and Jessie are still fairly new to digital marketing, which makes their early success all the more exciting! (They’ve brought in over $12M in new assets in the first six months of 2022 alone.) But already, they’ve discovered plenty of best practices for making themselves easy to find and instantly appealing to folks in their market.
At AdvisorCon, they’re going to share some of those best practices with you!
You will learn how to get started on:
- Webinar marketing, including:
- The topics that prospects are most interested in, especially during times of volatility.
- How to effectively promote your webinars.
- How to stage attractive, professional-looking webinars.
- Video marketing, including:
- How to use videos to increase your search rankings on Google.
- What you need to start recording polished, high-quality videos without investing a ton of time or money.
- The keys to creating videos that are both entertaining, educational…and make prospects want to learn more about you.
- TV and radio ads, including:
- What makes a good ad, including the tone, offer, and timing.
- How to find the right angle or appeal so that your dream prospect sees you as someone who will understand who they are, what they want, and what they care about. (Spoiler: For Bob, it’s politics.)
- A checklist for getting started!
Bob and Jessie will also discuss how they’ve put these channels together to drive prospects to their website – and how they’ve structured their website to create instant engagement.
Bill Good has always preached that advisors must be able to be found and look good. Whether you live in Nebraska or New York or anywhere in between, this is more important now than ever. It’s critical that you evolve your marketing and take advantage of the digital tools available to help you do this. We can’t wait for Bob and Jessie to show you how to get started!
See you at the conference!
Jessie Thompson
Bob Bennie Wealth Management
Bob Bennie & Jessie Thompson
Websites & Webinars: Digital Marketing for the Digital Age
These days, advisors have more tools than ever to get in front of interested and qualified prospects. All they have to do is embrace a bit of technology, be willing to try new things, and find the right appeal.
Our newest AdvisorCon speakers are doing all that to great effect. Meet Bob Bennie and Jessie Thompson. They’re a father-daughter team with a thriving practice in Lincoln, Nebraska. A big part of their success? They own the #1 ranking on Google for most searches in their area.
How have they accomplished this? By embracing a multi-prong approach to marketing that encompasses the following channels:
- YouTube videos
- Webinars
- TV & radio ads
- Dripping/blogging
Most importantly, they know how to appeal exactly to their desired audience across all these channels.
In many ways, Bob and Jessie are still fairly new to digital marketing, which makes their early success all the more exciting! (They’ve brought in over $12M in new assets in the first six months of 2022 alone.) But already, they’ve discovered plenty of best practices for making themselves easy to find and instantly appealing to folks in their market.
At AdvisorCon, they’re going to share some of those best practices with you!
You will learn how to get started on:
- Webinar marketing, including:
- The topics that prospects are most interested in, especially during times of volatility.
- How to effectively promote your webinars.
- How to stage attractive, professional-looking webinars.
- Video marketing, including:
- How to use videos to increase your search rankings on Google.
- What you need to start recording polished, high-quality videos without investing a ton of time or money.
- The keys to creating videos that are both entertaining, educational…and make prospects want to learn more about you.
- TV and radio ads, including:
- What makes a good ad, including the tone, offer, and timing.
- How to find the right angle or appeal so that your dream prospect sees you as someone who will understand who they are, what they want, and what they care about. (Spoiler: For Bob, it’s politics.)
- A checklist for getting started!
Bob and Jessie will also discuss how they’ve put these channels together to drive prospects to their website – and how they’ve structured their website to create instant engagement.
Bill Good has always preached that advisors must be able to be found and look good. Whether you live in Nebraska or New York or anywhere in between, this is more important now than ever. It’s critical that you evolve your marketing and take advantage of the digital tools available to help you do this. We can’t wait for Bob and Jessie to show you how to get started!
See you at the conference!
Erik Strid
Concentus Wealth Advisors
Erick Strid
How to Grow without Prospecting: Connecting Your Way to Sales Success
Let’s not bury the lede: This AdvisorCon speaker is an FA who had a very special year last year. And he’s on track to do it again in 2022.
How special? Check out these stats:
- $99M in total new assets in 2021
- $54M in new assets from existing clients
- $45M in assets from new clients
Best of all, this FA is achieving these numbers without blowing his marketing budget on expensive seminars or his schedule on exhaustive cold campaigns.
Based just outside Philadelphia, Erik is one of the founding principals of Concentus Wealth Advisors, a team with over $850M in assets under management.
Where are these new assets coming from? You can sum it up in a single word:
Connections.
Here’s how Bill Good has always defined a “connection”: Someone you know socially – through your hobbies, religion, charitable pursuits, neighborhood, or these days, social media – that you would like to do business with. For over 20 years, we’ve known that connections could be one of the most powerful sources of growth, ever since Bill and an advisor named Dick Wilson created the Wilson Campaign and raised $50M in new assets in just a few months.
Erik has taken the concept of “connections” to a whole new level. He doesn’t just use the Wilson Campaign – though that is an important part of the equation, as you’ll see. He has built a massive list of connections (which he calls Centers of Influence) by embracing multiple channels of communication.
We’re talking LinkedIn®
Video marketing
Webinars
Events
Networking
You get the idea. The result? Dozens of new connections made each week. Multiple new appointments each month. And as we’ve already covered, tens of millions in new assets over the course of a year. Because Erik doesn’t just make connections. He nurtures them. That way, when the day comes when each connection needs a financial advisor, they always think of him first.
At AdvisorCon, Erik will show you multiple strategies for both building a massive list of high-level connections and developing them into full-blown prospects!
You will learn:
- More about the three types of connections Erik has, where he looks for them, and the appropriate introduction method for each.
- How Erik uses LinkedIn to not only make high-level connections but start a dialogue with them! (In July alone, Erik made 130 new connections on this channel, many of whom he has already met with.)
- How Erik uses optimistic videos, educational webinars, and drip letters to stay in front of his connections, so they always think of him first when they need financial advice. (You’ve got to see what Erik’s doing with video!)
- Erik’s amazing “Lunch with Interesting People” strategy for actually meeting his connections. (Erik’s presentation will be a home run for this one idea alone.)
- How Erik has adapted classic strategies – like the legendary Wilson Campaign as well as in-person events – to take his relationship with connections to the next level.
- What to do – and what not to do – to turn your connections into bona fide Hot Prospects… who will then become clients!
BONUS: Much of what Erik does with his connections is also how he gets outside assets and referrals from existing clients, so you will also come away with invaluable tactics for boosting your client marketing!
Every advisor wants to grow. Most advisors who achieve the kind of numbers Erik has, though, rely on pricey seminars, massive direct mail campaigns, or exhaustive cold calling. In other words, traditional prospecting. Make no mistake, these channels still work, but they can be hard on your budget and your calendar – and in this post-pandemic world we live in, it’s extra difficult to get going if you don’t already have the right infrastructure in place.
Erik is proof, however, that you can grow by leaps and bounds without prospecting. Instead, by embracing multiple alternate channels of communication, you can build a thriving book of business through your connections and clients alone.
It’s the perfect way to grow in 2023 and beyond. A process that’s both less fuss and more fun. For a result that means less money going out and more money coming in.
Matthew Bailey
Bill Good Marketing
Matthew Bailey
Special Lunch Presentation on Content
In this lunch presentation, our Head Writer will officially release a trove of new content that you can use as soon as you get home, including:
- Seminar packages
- Campaigns
- eBooks
- Letter series
- And more!
Matthew will also explain how to best deploy this new content to your clients and prospects.
Stephen Hamer
CIBC Wood Gundy
Stephen Hamer
The Final Frontier: Mastering Your Work/Life Balance As You Near Retirement
This is Stephen Hamer. Based in Toronto, Stephen has had a lot on his plate the last few years. No, he’s not giving dozens of seminars every month or spending 40-hour weeks in the office.
Instead, at the tender young age of 70, he has recently:
- Competed in two Iron Man competitions
- Biked his way across Canada
- Trained to hike the entire Appalachian Trail (interrupted only by COVID)
- Written his first book
At the same time, he’s still maintaining a practice with over $175M in AUM, filled with clients he’s known and helped for more than thirty years.
If you had asked Stephen at the beginning of his career when he planned to retire, he would have told you there was no chance he would continue working past age 60. But a funny thing happened on the way to retirement: He realized he enjoyed his job too much to stop completely. So, instead, he has gradually and systematically trained himself, his team, and his clients for a new type of work/life balance. One where he continues to help his clients achieve their dream lifestyle while also enjoying his.
At AdvisorCon, Stephen will explain how he has gradually transitioned away from the daily grind while still maintaining a healthy business and a happy client-base… and how you can, too!
You will learn:
- How to identify when it’s time to start focusing more on self-care and personal goals, and how to create a plan that allows you to do that.
- Which areas of your business you need to always oversee even as you start transitioning closer to retirement, and which areas you can safely delegate to others.
- How to train your team members to handle more of the business so you can spend more time outside the business.
- How to train your clients to know, accept, and even applaud the fact you will be spending more time out of the office.
- The role your partners, friends, and family members play in helping you improve your work/life balance.
- How to keep your business growing even when you’re spending an increasing amount of time on other goals in your life.
At AdvisorCon, you will hear Stephen’s inspiring story of how he came to realize that focusing on his own personal happiness was just as important to being a successful advisor as his investment strategy or business processes. Stemming from both personal loss and professional challenges, Stephen’s journey is a real example of how mastering your work/life balance isn’t just a slogan or mantra.
It's a critical step in achieving both personal and professional success.
If you don’t want to stop being a financial advisor, but find yourself moving closer and closer to retirement…
Or if you truly love what you do, but also want to spend more time doing other things you love, with the people you love…
This presentation is for you.
See you in Charleston!
Bill Pickens
(Gorilla Legend) - RETIRED Advisor
Bill Pickens
Q&A with a Gorilla Legend: Adapting the BGM System for Every Stage of Your Career
As you can see, Day One of the conference nearly encapsulates an advisor’s entire career evolution. From learning how to be more productive early in your career, to mastering modern prospecting channels and conquering new markets to build a mature, high-grossing practice, and finally, transitioning toward and into retirement.
It’s only fitting, then, that we close Day One with an advisor who successfully completed all these stages – and used the Bill Good Marketing System to do it.
The two Bills – Pickens and Good – will share the microphone to share the lessons and insights they’ve gleaned from over forty years in the industry… and how you can adapt the System for every stage of your career.
Tony Parmenter
Bill Good Marketing
Matt Hicken & Tony Parmenter
Live Strategy School Session: Overcoming Plateaus with your AUM
This dynamic duo have been coaching financial advisors since the early 2000s, including some of the top FAs to ever use our System. (Think Ed Blumenthal, Rhonda Ferguson, Rob Rose, Mike Robertson, Chad Henry, Keith VanderVeen, Ira Walker, Ray Dunlap, and many, many more.)
At AdvisorCon, Matt and Tony will record a live Strategy School session about one of the most important topics they’ve encountered in the past twelve months:
Plateaus.
In working with advisors who manage anywhere from $10M to multiple billions in AUM, Matt and Tony have seen each every one hit plateaus in their growth. These are levels where everything just seems like too much work and it feels impossible to push through.
Everyone hits plateaus at various points in their career. The problem is that most advisors who hit these plateaus do one of three things:
- They get comfortable
- They wear out trying to break through
- They implement the best practices that are specifically designed to help them break through.
These best practices can be broken down into Four Phases. All of the top advisors on our System have gone through each of these phases. Some spent more time in a particular phase than others, but every single one got through all four. That is how they were able to build practices ranging from $500M to over $2.5 billion in AUM.
This year alone, Matt and Tony have coached dozens of advisors on how to break through. At AdvisorCon, they will share some of the most important best practices for climbing above plateaus and getting back to consistent, steady growth.
In this live Strategy School, you will learn the Four Phases of advisor growth and how to know which one you are in. Then, Matt and Tony will break down the key best practices for each phase, including how to strengthen your team, better engage with clients, build a pipeline that consistently delivers new leads, and more.
As you know, the theme of this year’s conference is advisor evolution. To become a top advisor, you must continually evolve yourself and your practice to meet new challenges and overcome plateaus. At AdvisorCon, you will learn how to do exactly that.
Matt Hicken
Bill Good Marketing
Matt Hicken & Tony Parmenter
Live Strategy School Session: Overcoming Plateaus with your AUM
This dynamic duo have been coaching financial advisors since the early 2000s, including some of the top FAs to ever use our System. (Think Ed Blumenthal, Rhonda Ferguson, Rob Rose, Mike Robertson, Chad Henry, Keith VanderVeen, Ira Walker, Ray Dunlap, and many, many more.)
At AdvisorCon, Matt and Tony will record a live Strategy School session about one of the most important topics they’ve encountered in the past twelve months:
Plateaus.
In working with advisors who manage anywhere from $10M to multiple billions in AUM, Matt and Tony have seen each every one hit plateaus in their growth. These are levels where everything just seems like too much work and it feels impossible to push through.
Everyone hits plateaus at various points in their career. The problem is that most advisors who hit these plateaus do one of three things:
- They get comfortable
- They wear out trying to break through
- They implement the best practices that are specifically designed to help them break through.
These best practices can be broken down into Four Phases. All of the top advisors on our System have gone through each of these phases. Some spent more time in a particular phase than others, but every single one got through all four. That is how they were able to build practices ranging from $500M to over $2.5 billion in AUM.
This year alone, Matt and Tony have coached dozens of advisors on how to break through. At AdvisorCon, they will share some of the most important best practices for climbing above plateaus and getting back to consistent, steady growth.
In this live Strategy School, you will learn the Four Phases of advisor growth and how to know which one you are in. Then, Matt and Tony will break down the key best practices for each phase, including how to strengthen your team, better engage with clients, build a pipeline that consistently delivers new leads, and more.
As you know, the theme of this year’s conference is advisor evolution. To become a top advisor, you must continually evolve yourself and your practice to meet new challenges and overcome plateaus. At AdvisorCon, you will learn how to do exactly that.
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.
If you need help booking your room please call Joava Good at 801.755.9886
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?
If you need help booking your stay please call Joava Good at 801.755.9886
Why should I attend?
Can I bring staff?
Will I receive a recording of the event?
Do I have to pay for food?
Is travel included?
Unfortunately no, since we don't allow sponsors at our events, we do have a limit to what we can spend and break even. Although we have partnered with SkyHigh Travel to assist you in finding the best flight for you.
Call Joava Good at 801.755.9886 for assistance with travel.
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 Staff Member
Pre-Sale Ticket
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(1) 2-day Staff Member 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
Solo Advisor
Pre-Sale Ticket
-
(1) Advisor 2-Day Conference Access
-
Lunch Both Days
-
Refreshments During the Conference
-
Exclusive Cocktail and Networking Event Ticket
-
Online Recording and Materials Access
Additional Staff Member
Pre-Sale Ticket
-
(1) 2-day Staff Member Conference Access
-
Lunch Both Days
-
Refreshments During the Conference
-
Exclusive Cocktail and Networking Event Ticket
-
Online Recording and Materials Access