Charleston, SC - The Segra Club


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!


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)



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.

Play Video


Frequently Asked Questions

Unfortunately no, after two years of COVID restrictions we are excited to see everybody's smiling faces live and in-person!
We have a room block available at the downtown Charleston Marriot, just a short walk away from where the conference is being held. By booking through SkyHigh Travel you will receive a conference discount. You can check them out here:

Use event code "bgm" to take advantage of your conference discount.
We get this question often, and the answer is always the same. This event is for the advisor(s) and their teams that want to learn the latest best practices to solve the problems they are facing right now. And there is no better place to lean, share, and forge new friendships with your peers than our conferences.
Bringing staff is a great investment. We know that more team members on the same page means more velocity in overcoming barriers and reaching goals. That is why we offer a discounted ticket for staff.
Recordings are part of your ticket. After editing, we give you access via the Client Portal, this tends to take about a month to get done.
The venue is a 6 minute walk from the hotel. If transportation is needed we will provide it.
We will provide snacks and lunch on both days, breakfast and dinner are up to you.
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. You can check them out here:

Use event code "bgm" to take advantage of your conference discount.

Join us in Charleston, October 6-7, 2022


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

$ 1,495 Reg Price: $1,795
  • (1) Advisor 2-Day Conference Access
  • Lunch Both Days
  • Refreshments During the Conference
  • Exclusive Cocktail and Networking Event Ticket
  • Online Recording and Materials Access
  • Conference Discount at the Hotel

Additional Staff Member
Pre-Sale Ticket

$ 450 Reg Price: $895
  • (1) 2-day Non-Producing Staff Member Access
  • Lunch Both Days
  • Refreshments During the Conference
  • Exclusive Cocktail and Networking Event Ticket
  • Online Recording and Materials Access
  • Conference Discount at the Hotel

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