

Welcome to Advisorcon
Join 100+ of North America’s brightest minds on the Bill Good Marketing System to learn, share secrets, and connect in-person.
This all-in-one Bill Good Marketing event will bring you closer to the top advisors in the industry than ever before.
THE ALL-STAR PROCESS
A process is “a series of actions or steps taken in order to achieve a particular end.” The most successful businesses are all built around processes. Processes that are repeatable, scalable, and proven to work time and time again. The best processes are what enable advisors to get more done in less time. They also prevent waste. Wasted time, wasted effort, and wasted money – because they keep advisors and team members focused on what works instead of what doesn’t.
Earlier this year, we asked each of these speakers to pick 2-4 of their BEST PROCESSES. The processes they created. The processes they are most proud of. The processes that have made the biggest impact on their business…


THE impact
At AdvisorCon 2023, all these legends are going to share these processes with you. The exact steps and actions they take in a particular area to ensure the right things get done every single time. All given to you. Processes related to:
- Client Engagement & Becoming Sole Provider
- Client & Strategic Partner Referrals
- Running a More Efficient Business
- Team Training & Development
- Prospecting
- Time Management
- Selling
That’s what you’re going to get at this year’s conference: Unparalleled access to what the best advisors do every day that you can do, too. (For this reason, we highly recommend you bring at least one team member with you, as much of what you’ll learn will pertain to them, too.)
We will even have every process thoroughly documented, both digitally and on paper, for you to take home so that you don’t miss a single step or action.
sPEAKERS
Your All-Star Lineup
Every speaker is a legend. Every speaker has presented at AdvisorCon at least twice before. Every speaker is someone we get request after request to invite back. Some speakers have set record years in terms of growth, and then gone on to break their own records a year later! Some speakers have discovered or pioneered so many best practices, the 110% Gorilla Chart is largely a repository of their best ideas and processes.

Frantz Widmaier
Bill Good Marketing | Salt Lake City, UT
Frantz Widmaier | Next-Gen Processes: Incorporating Modern Technology into Your Business
First it was email. Next, it was SEO. Then it was competition from robo-advisors. For advisors, technology is constantly changing. In our first presentation, Frantz Widmaier will give you a tour of the most recent advances in AI, machine learning, and other tools, plus how they can help you get in front of new prospects, automate tasks, and create more opportunities.
- Discover where your competitors are starting to utilize artificial intelligence.
- See how certain best practices from the 110% Gorilla Chart can be automated.
- Learn what tools should be in every FA’s tech stack moving forward.

Bill Good
Bill Good Marketing | Salt Lake City, UT
Bill Good | Processing Your Way to Sales Success: Unleashing Your Maximum Sales Potential
As always, the Head Gorilla himself will apply the final exclamation point to this amazing conference. Many, many years ago, Bill created The Good Way to Sell, the ultimate sales process for closing more prospects. In all the years since, he has never stopped tweaking, refining, and improving that process. Bill will share the latest discoveries and best practices he’s discovered for turning more red cherries into hot prospects… and more hot prospects into lifelong clients.

Ed Blumenthal
Stedmark Partners | Philadelphia, PA
Ed Blumenthal |Maximizing Your Value: The Processes That Help You Do More, Be More, and Get More
Back in 1985, Bill Good ran a time study where he found the average financial advisor is worth at least $1,000 an hour when meeting with clients and prospects. More recently, we’ve revised that number upward. In 2023, the average advisor is worth at least $1,500 an hour.
With $2.2 billion in AUM, and with an average client size of $2 million, Ed Blumenthal is obviously worth quite a bit more than that.
But how did Ed and his partners, Mark Eskin and Christopher Borden, get to that point? A huge reason is their processes – the repeatable, habitual steps they take for ensuring that more gets done. More clients contacted, more opportunities found, more of their team’s time and talents utilized. The result: Ed, Mark, and Chris can focus solely on what makes them worth far more than $1500 an hour.
At AdvisorCon, Ed will show you three of his most important processes for both getting to and managing such a large business. These are processes that can make a major difference in your productivity and time management, regardless of your current level of production or book size.
In Ed’s presentation, you will learn:
The Stedmark “Alpha” Process
For Ed, this is the most efficient way to stay in front of clients and prospects.
This process was born during the opening months of the COVID-19 pandemic back in 2020. At the time, with the markets crashing, Ed and his partners needed to contact people as quickly as possible, without any team member getting burned out, falling behind, or worst of all, allowing a client to fall through the cracks.
Soon, the team realized that this was more than just a “break glass in case of emergency” procedure. It was an incredibly effective way to:
- Find people with cash to invest.
- Handle issues before they became problems.
- Maintain top-of-mind awareness with prospects.
- Ensure that clients have a relationship with everyone on the team.
- Decrease everyone’s workload.
Most importantly, it was a way to create more $1500+ hours!
At AdvisorCon, Ed will show you how to maximize the concept of “90-Day Contact Calls” through the Stedmark Alpha Process, as well as how to more effectively use your CRM to stay in front of people.
The Stedmark “Law” Process
Imagine you just had a great call with a client or prospect. Maybe you uncovered a new opportunity or learned some bit of information you can use to build goodwill or get an introduction later.
What happens when you hang up the phone?
The Law states that “Every contact or attempted contact with a client or prospect must result in an updated record.”
But what gets done with this updated record?
What happens the instant a call or meeting ends is critical to ensuring that every actionable bit of information you just learned is documented and followed-up on… by someone not the advisor. Naturally, Ed has a process for this. In his presentation, he will show you:
- How he uses technology to effectively document all his calls and meetings.
- What should happen the moment the advisor hangs up the phone.
- How this process ensures each advisor spends time solely on advising and never follow-up. (This is key to generating more of those $1500+ hours!)
The Client Minimum Process
A few weeks ago, Ed had to say “No” to a $1.4M prospect.
Sounds insane, right? It certainly wasn’t easy. But Ed would be the first to tell you that doing this is essential to preserving his sanity. And it’s a prerequisite for achieving the kind of growth that he has.
You see, once upon a time, Ed would work with anyone. But over the years, in order to keep their time manageable and continue to grow by 20% or more each year, the team realized they simply had to raise their client minimums.
But doing this, of course, is difficult. Even gut-wrenching.
So, Ed created a process for it.
If you are one of the many advisors who wants to move into the HNW or UHNW market, you don’t want to miss this process. Ed will show you how his process for educating clients, prospects, and strategic partners about who is a good fit for the team. He’ll also show you how it has resulted in a better relationship with strategic partners and led to more high-quality referrals than ever before. At the conference, Ed will even share the scripts he uses for these types of conversations!
The fundamentals of the Bill Good Marketing System – the Law, 90-Day Contact Calls, the Model Day – are all about helping you create more $1500+ hours in the day. Ed and his partners have taken these fundamentals to a new level, with documented, step-by-step processes for each.
At AdvisorCon, you will learn these steps. You will get these processes.
And when you return home, you will create more $1500+ hours every day.

Bryan Sarff
True Wealth & Company | Overland Park, KS
Bryan Sarff | The Top Two Processes to Boost Your Prospecting
Prospecting is, and probably always will be, one of the hardest parts of being a financial advisor. Getting in front of new people, finding out who is truly interested and qualified, then cultivating them until they set that first appointment is no easy task.
Fortunately, any task becomes easier if there’s a tried-and-true process attached to it.
Based in Kansas, Bryan’s business isn’t exactly located in a hotbed of investing wealth. That means his prospecting has to be extremely efficient and effective to achieve consistent and impressive growth. But there’s a reason Bryan has spoken at AdvisorCon twice before. Because efficient and effective processes are what his business is all about.
At AdvisorCon, Bryan is going to share his top two prospecting processes with you. The most crucial steps he takes to ensure he always has a steady stream of new faces coming through his door without wasting any time, money, or effort.
He’ll start with his:
Top-of-the-Torch Process
This is the single most effective method Bryan has found for generating the exact kind of prospects he needs. It’s his process for expanding and enhancing his strategic partner network.
A few years ago, Bill made a prediction: The most successful advisors in the 2020s would be the ones that nailed strategic partnerships. Other than your existing clients, they are the most lucrative and cost-effective source of high-quality prospects.
But building a real strategic partner network isn’t an overnight activity. So, at AdvisorCon, Bryan will show you how to build yours in less time. It all has to do with his annual Strategic Partner Event. In one incredible night, Bryan will accomplish three things:
- He will enhance his relationship with all existing strategic partners. This always leads to more referrals.
- He will meet his strategic partners’ other strategic partners! At each event, all the various CPAs, attorneys, and other professionals Bryan works with will bring their own Centers of Influence for him to meet. At each event, Bryan averages around 50 attendees! (That is a stunning number, by the way.)
- By the end of the night, he will carefully select two specific professionals who will go on to become two of his biggest referrers. Often this will be a completely new COI he’s never met before, but occasionally it will be with an existing one who hasn’t given many referrals yet.
Bryan will give you every step of this process from A to Z, including:
- How to get your existing strategic partners to attend
- How to get each to bring a guest
- How to host the event and keep the budget down
- How to leverage the event to get dozens of new HNW referrals.
If referrals are a big part of how you grow, this is a process you really can’t afford to miss. It will take your prospecting to a whole new level of HNW relationships.
Next, Bryan will share his:
First-Year Prospecting Process
It’s one thing to generate new prospects. It’s another to turn them into Hot Prospects and then Raving Fans in record time.
Bryan will show you everything his team does the moment he finds someone who is interested and qualified. Every question he asks, every step he takes, and every touch he makes to ensure every prospect sets an appointment… and 90% become clients.
(You read that right. Bryan has a 90% close ratio. The other 10%? Those are simply the folks he decides wouldn’t be a good fit.)
He’ll show you:
- What to do immediately after getting a new referral to ensure a timely appointment. (This turns cherries into Hots.)
- All the information he sends to his Hot Prospects before the appointment to prime them for a sale. (90% close ratio, remember.)
- How he builds an 82-point investment plan for each new prospect that gets them asking, “When can we start?”
- The entire “transition plan” his team implements with each prospect to turn them into clients.
Once upon a time, a lot of Bryan’s prospects would go dark because each step would be determined by the advisor. His team was paralyzed and unable to help. Now, everyone – from each team member to the prospects themselves – always knows exactly what will happen next. Everything is standardized, repeatable, and consistent.
The result? Bryan never has to sell to anyone. All he does is “shepherd” them to the dotted line.
By combining these two processes, Bryan has taken his new client average from $400k to $2 million.
Think about that. Lots of new prospects with $2 million to invest. Most referred by strategic partners. With 90% closing.
That is taking your prospecting to the top. At AdvisorCon, Bryan will show you how you can do it, too.
Prospecting is one of the most difficult parts of being a financial advisor – but it’s how the best advisors grow at much faster rates.
Come to AdvisorCon and we’ll show you how to make it easier, faster, and more effective.
See you in Austin!

Ray Dunlap
Dunlap & Associates | Peachtree City, GA
Ray Dunlap | Processes for Building the Trusted Advisor Relationship
“Become or remain trusted advisor for all clients.” This is the goal of client marketing, and it’s so vitally important, we devoted a whole section to it on the 110% Gorilla Chart. You see, when clients think of you as a trusted advisor, several things happen:
• They will do what you tell them to do when you tell them to do it.
• They will hand over 100% of their assets to your management.
• They will refer multiple friends and family members to you, because they are nothing less than a raving fan.
Clients need only one trusted financial advisor for the same reason they only need one dentist, one primary care physician, and one “car guy.” If you do nothing else, becoming a Trusted Advisor with all your clients is the single most important and most effective way to grow in this industry.
When it comes to building the Trusted Advisor Relationship, there are a few advisors out there who are equal to Ray.
We know of none who are his superior.
Ray Dunlap is, quite frankly, an absolute genius when it comes to creating the Trusted Advisor Relationship. A big part of his success is due to his processes – the repeatable, scalable steps he and his team take every day, with every client, to ensure that each sees Ray as an integral part of their lives.
Each of these Trusted Advisor processes have been thoroughly documented to ensure all actions are assigned to the right team member and each task completed quickly and on-time. At AdvisorCon, Ray is going to share the most important of these processes with you. In his presentation, you will learn and receive the following procedures:
Ray Dunlap’s Appointment Process
This is where the Trusted Advisor relationship begins – the moment a prospect walks through Ray’s door. In fact, Ray has processes for all types of appointments: Client, Prospect, In-Office, Out-of-Office, Zoom, and Telephone. He will show you his time-tested steps for:
- Discovery Meetings
- SWOT Analysis
- New Account Openings
- Social Security Analysis
- Account Reviews
- Client & Wholesaler Meals
Adopting some of these steps will ensure that your appointment process is both more effective and easier to stage, with less time wasted as a result.
Next, Ray will show you his secret sauce. A huge part of building the Trusted Advisor Relationship is showing clients that you care about them as people, not accounts. To help, Ray has agreed to reveal a number of his…
Life Events Processes
- Client Death
- Client Illness
- College Graduation
- High School Graduation
- New Baby
- New Grandbaby
- New Home
- Retirement
- Vacation
- New Account (Red Carpet)
Ray has a procedure for all of these life events, each designed to make the client feel cared for, looked after, and prioritized. Adopting any of these will lead to more engagement and more referrals. Most importantly, they will lead to happier clients.
Then, Ray will give a sneak peek at his…
Client Events Process
Client events are one of the most powerful and proven ways to build a stronger rapport with clients – not to mention get introductions to their friends, family, and neighbors. Ray has developed several winning event formulas over the years, including:
- Client Golf Tournaments
- Client Appreciation Dinners
- Educational Workshops
- Client Breakfasts
- Office Open Houses
Ray will show you his most critical steps for staging these types of events so you gain a greater share in your clients’ social lives.
Finally, another vital part of the Trusted Advisor Relationship is ongoing communication. This is how you build Top-of-Mind Awareness, which is key to not only cementing your relationship, but also spreading your brand. Ray is one of the finest writers and communicators on our system, so to cap his presentation, he’ll show you his:
Client Communication Process
You’ll learn what Ray does to make his Monthly Drip stand out and connect with clients and prospects online. Finally, you’ll get a look at one of the few truly effective advisor newsletters in the industry.
The fact that Ray has agreed to share any of these processes is, frankly, an incredible act of generosity. The fact that he’s sharing all of them? That’s a straight-up jackpot. And it’s just the start of what you’ll learn at AdvisorCon 2023: All-Star Edition.
Become or remain trusted advisor for all clients. This is Job #1 for any advisor who wants to grow. At AdvisorCon, Ray Dunlap will show you exactly how to do it.

Rhonda Ferguson
Financial Concepts | Columbus, MS
Rhonda & Scott Ferguson | The Most Important Processes for People’s Most Important Needs
In 2021, the S&P 500 rose 26.89%.
These two speakers brought in $48M in new money.
In 2022, the S&P 500 fell by 19.64%.
These two speakers still brought in $37M in new money.
In 2023, these two speakers set a goal to raise $50M in new assets for 2023.
In the first quarter alone, they have already raised $14M. As of this writing, they are on pace for $56M for the year!
So, who are these two superstars – and how are they achieving such growth no matter the market?
They are:
Rhonda & Scott Ferguson – Financial First Responders: The Most Important Processes for People’s Most Important Needs
If there is any financial advisor in the world who truly embodies what the Bill Good Marketing System is all about, it is Rhonda Ferguson. And her son and successor, Scott, is now carrying the torch even further.
So, what are they doing to grow even when the markets are in free fall? When there’s a pandemic raging? What are they doing to keep new referrals, new prospects, and new assets coming in the door every week, month, quarter, and year?
It’s simple: They have processes for handling every single need a client or prospect has virtually the moment they need it. Every client. Every prospect. Every time.
The result: They are ridiculously TOP-OF-MIND with literally thousands of investors in their area. So that in any given week, there is someone thinking, “Wow, what would I do without Rhonda and Scott?”
In short, they are the FINANCIAL FIRST RESPONDERS for their community. That means no matter what is going on in the markets, or the economy, or the country, people will always turn to them.
At AdvisorCon, they are going to share their three most critical processes for handling people’s most important needs – and staying top-of-mind as a result. The three processes that ensure they never miss an opportunity to be a financial first responder for anyone. They’ll share their:
Community Service Process
On March 31st, a major tornado outbreak struck northern Mississippi.
By 9am the next day, they had spoken to every client who’d been affected and found out what they’d needed. Then, they were able to turn their attention to prospects.
This is their Community Service Process – their checklist for rapidly doing anything and everything they can for their community whenever the unexpected happens. It ensures they are always front-and-center whenever people are in need.
Why You Need This: There is no better way to be visible in your community than by serving it. When people know you will be there when they need you most, they will end up turning to you when they need help with anything. Rhonda and Scott’s process will enable you to better identify opportunities to serve. You’ll also learn how to leverage your time and team to become well-known in your community. And while growth is emphatically NOT the reason Rhonda and Scott do this, massive growth is most definitely the result.
Beneficiary Process
When does a client need their financial advisor most? Whenever there is a major change in their life – like a death in the family.
Several years ago, Bill Good identified one of the biggest problems financial advisors face: Their baby boomer clients are starting to pass away… and their assets are going with them. In fact, on average, 85% of a client’s assets will leave the advisor’s management after they die.
To solve both these issues, Rhonda and Scott will share their Beneficiary Process. These are all the steps they take to ensure that both client and beneficiary are well-prepared in advance… and when the inevitable occurs, everything the client’s spouse or child needs is taken care of promptly and visibly. Bills, bank statements, estate issues, property titles and more, all handled with Ritz Carlton-level efficiency.
The result? Not only do the client’s assets stay… but the client beneficiary becomes a client, too, who will then bring their own assets and referrals to the table.
Why You Need This: You would be surprised how many of your competitors are NOT doing this. In fact, Scott Ferguson estimates that many of his prospects come to them because their existing financial advisor just doesn’t want to bother with it. By being a Financial First Responder for one of the most stressful moments of someone’s life, you ensure they become a raving fan forever.
And raving fans always tell their friends and family.
Personal Care Process
This last process is the piece de resistance. The secret sauce.
What does this process do? Here’s just a taste:
- When a client is preparing to retire, they get a personalized Retirement Basket based on their likes and interests
- When a stressed strategic partner CPA is dealing with tax filing deadlines, they get a “Tax Time Relief” box
- When a prospect has COVID, they get a special COVID-care package
- When a client is about to go on a major vacation, they receive everything they need to make the trip easier
- When that same client’s son buys their first car, they get a Congratulations Kit
Why You Need This: Many advisors will occasionally do this kind of thing.
For some of their clients.
Some of the time.
Rhonda’s and Scott’s process ensures that every client, every prospect, and every strategic partner gets this kind of personalized care all of the time.
The result: Well, we already mentioned their numbers, didn’t we?
As part of this process, Scott will also show you:
- How they use their CRM and social media to mine for data,
- How they find every occasion that should be celebrated, memorialized, or recognized
- How their team uses special digital tools to ensure nothing falls through the cracks
- The actual Speedbuttons/Workflows they’ve created to determine what people get, how they get it, and when they get it.
Take another look at what Scott and Rhonda have achieved: $98M in new assets in just 27 months.
During a pandemic.
And a bear market.
How are they doing it? By being Financial First Responders. For every client, prospect, connection, and strategic partner. Every single time.
At AdvisorCon, you will get everything you need to replicate their outstanding service models. Everything you need to handle people’s most important needs… every single time. The result?
Total Top-of-Mind Awareness with your entire community.
See you in Austin!


Scott Ferguson
Financial Concepts | Columbus, MS
Rhonda & Scott Ferguson | The Most Important Processes for People’s Most Important Needs
In 2021, the S&P 500 rose 26.89%.
These two speakers brought in $48M in new money.
In 2022, the S&P 500 fell by 19.64%.
These two speakers still brought in $37M in new money.
In 2023, these two speakers set a goal to raise $50M in new assets for 2023.
In the first quarter alone, they have already raised $14M. As of this writing, they are on pace for $56M for the year!
So, who are these two superstars – and how are they achieving such growth no matter the market?
They are:
Rhonda & Scott Ferguson – Financial First Responders: The Most Important Processes for People’s Most Important Needs
If there is any financial advisor in the world who truly embodies what the Bill Good Marketing System is all about, it is Rhonda Ferguson. And her son and successor, Scott, is now carrying the torch even further.
So, what are they doing to grow even when the markets are in free fall? When there’s a pandemic raging? What are they doing to keep new referrals, new prospects, and new assets coming in the door every week, month, quarter, and year?
It’s simple: They have processes for handling every single need a client or prospect has virtually the moment they need it. Every client. Every prospect. Every time.
The result: They are ridiculously TOP-OF-MIND with literally thousands of investors in their area. So that in any given week, there is someone thinking, “Wow, what would I do without Rhonda and Scott?”
In short, they are the FINANCIAL FIRST RESPONDERS for their community. That means no matter what is going on in the markets, or the economy, or the country, people will always turn to them.
At AdvisorCon, they are going to share their three most critical processes for handling people’s most important needs – and staying top-of-mind as a result. The three processes that ensure they never miss an opportunity to be a financial first responder for anyone. They’ll share their:
Community Service Process
On March 31st, a major tornado outbreak struck northern Mississippi.
By 9am the next day, they had spoken to every client who’d been affected and found out what they’d needed. Then, they were able to turn their attention to prospects.
This is their Community Service Process – their checklist for rapidly doing anything and everything they can for their community whenever the unexpected happens. It ensures they are always front-and-center whenever people are in need.
Why You Need This: There is no better way to be visible in your community than by serving it. When people know you will be there when they need you most, they will end up turning to you when they need help with anything. Rhonda and Scott’s process will enable you to better identify opportunities to serve. You’ll also learn how to leverage your time and team to become well-known in your community. And while growth is emphatically NOT the reason Rhonda and Scott do this, massive growth is most definitely the result.
Beneficiary Process
When does a client need their financial advisor most? Whenever there is a major change in their life – like a death in the family.
Several years ago, Bill Good identified one of the biggest problems financial advisors face: Their baby boomer clients are starting to pass away… and their assets are going with them. In fact, on average, 85% of a client’s assets will leave the advisor’s management after they die.
To solve both these issues, Rhonda and Scott will share their Beneficiary Process. These are all the steps they take to ensure that both client and beneficiary are well-prepared in advance… and when the inevitable occurs, everything the client’s spouse or child needs is taken care of promptly and visibly. Bills, bank statements, estate issues, property titles and more, all handled with Ritz Carlton-level efficiency.
The result? Not only do the client’s assets stay… but the client beneficiary becomes a client, too, who will then bring their own assets and referrals to the table.
Why You Need This: You would be surprised how many of your competitors are NOT doing this. In fact, Scott Ferguson estimates that many of his prospects come to them because their existing financial advisor just doesn’t want to bother with it. By being a Financial First Responder for one of the most stressful moments of someone’s life, you ensure they become a raving fan forever.
And raving fans always tell their friends and family.
Personal Care Process
This last process is the piece de resistance. The secret sauce.
What does this process do? Here’s just a taste:
- When a client is preparing to retire, they get a personalized Retirement Basket based on their likes and interests
- When a stressed strategic partner CPA is dealing with tax filing deadlines, they get a “Tax Time Relief” box
- When a prospect has COVID, they get a special COVID-care package
- When a client is about to go on a major vacation, they receive everything they need to make the trip easier
- When that same client’s son buys their first car, they get a Congratulations Kit
Why You Need This: Many advisors will occasionally do this kind of thing.
For some of their clients.
Some of the time.
Rhonda’s and Scott’s process ensures that every client, every prospect, and every strategic partner gets this kind of personalized care all of the time.
The result: Well, we already mentioned their numbers, didn’t we?
As part of this process, Scott will also show you:
- How they use their CRM and social media to mine for data,
- How they find every occasion that should be celebrated, memorialized, or recognized
- How their team uses special digital tools to ensure nothing falls through the cracks
- The actual Speedbuttons/Workflows they’ve created to determine what people get, how they get it, and when they get it.
Take another look at what Scott and Rhonda have achieved: $98M in new assets in just 27 months.
During a pandemic.
And a bear market.
How are they doing it? By being Financial First Responders. For every client, prospect, connection, and strategic partner. Every single time.
At AdvisorCon, you will get everything you need to replicate their outstanding service models. Everything you need to handle people’s most important needs… every single time. The result?
Total Top-of-Mind Awareness with your entire community.
See you in Austin!


Barbara Hudock
Hudock Capital Group | Williamsport, PA
Barbara Hudock | The Iceberg: Three Back-Office Processes for Front-Office Results
With over $700M in AUM, and having been with us since the 1980s, Barbara Hudock is truly one of the mavens of the Bill Good Marketing System. But as she will explain, one of the keys to consistent, decades-long growth isn’t what your clients and prospects see. It’s what they don’t see. It’s the processes behind the scenes that create an incredible client experience, a powerful brand, and unbelievable referral marketing. Barbara will showcase three of her most valuable “back of the office” processes that lead to new money coming in the front.
- Learn how Barbara continuously adds value to her clients’ investment portfolios with her Mutual Fund Checklist Process.
- See how Barbara’s team is constantly refining and improving everything it does with her Team Committee Process. (Nobody else is doing this. Everyone should be.)
- Get Barbara’s entire Event Planning Process, which enables Barbara to get unparalleled numbers of referrals and introductions every single year.


Chad Henry
UBS | Naperville, IL
Chad Henry | Secrets of a Superstar Salesman: A Complete List of 2% Changes That Lead to 100% More Growth
Over the years, Chad has been a record-setter in seminars, referral marketing, strategic partner marketing, and selling. In his presentation, he’ll explain how the key to achieving success in all these areas isn’t making huge, wholesale changes. It’s making small, 2%-level changes on a consistent basis – that inevitably add up and create a runaway effect with your growth. He’ll show you his process for identifying the details that matter and where improvements can be made in everything from how you stage your office to how you present yourself to prospects. The result: An avalanche of growth from a pebble’s worth of change.
- Learn how the very way you answer someone’s questions can make all the difference between a hot prospect and a cold one, or between a sale and a fail.
- See how the smallest changes you make to your office, your scripts, your branding materials, and even your voice will make you instantly more impressive to prospects.
- Find out how to troubleshoot any area of your business that you feel may be falling short.


Michele Tellstone
Minich Macgregor Wealth Management Saratoga Springs, NY
Michelle Tellstone | Secrets of the System Manager: Creating Your Own Processes
During this conference, you will learn literally dozens of processes. But at some point, you will need to create your own processes to solve a problem or seize an opportunity that’s unique to you. How do you do this? How do you identify which steps to take? How do you determine what’s critical and what’s not? What’s working and what’s not? To answer these questions, we’re thrilled to welcome back Michele Tellstone. Michele is the Director of Project Management for Minich & MacGregor Wealth Management in New York, one of the fastest growing teams on the System. (In 2022, they brought in $37.7M in new assets – during a bear market! The year before that, they raised $45.4M. And in the first quarter of 2023, they were already up $13.2M.) Michele is responsible for both creating and implementing the various processes that drive her team’s growth, and in this special presentation, she’s going to share what she knows with you!
- Learn what areas of your business can be delegated and turned over to team members by creating specific processes.
- Find out how to create a new process from scratch without wasting time and effort on trial and error.
- Understand how to take what’s in your head and turn it into a written, repeatable process that everyone on your team can implement.


John Halterman
Beacon Wealth Management | Bridgeport, WV
John Halterman | Twice the Gain, Half the Pain: Three Processes for Doubling Your Business and Working Half As Much
Double your business or work half as much. For decades, that’s been the promise of the BGM System. But what if you want to do one but need to do the other…at the same time? Enter John Halterman. In 2021, John brought in $30M in new assets. In 2022, he brought in $49.7M. So far in 2023, he has another $100M in his pipeline.
And yet he only works in the office Tuesdays, Wednesdays, and Thursdays.
In his presentation, John will show you how it’s possible to grow your business and work less – you just have to get your processes right. And he’ll reveal his three most important processes for doing exactly that.
- Learn the process behind John’s single most productive prospecting channel. You might call them seminars; John calls them community education events, and last year, he got 15 new UHNW clients from these alone.
- Get a copy of John’s Model Day, which enables him to work three days per week in the office, with client/prospect meetings taking place only between 10am and 2pm. Plus, learn how to adjust your model day with ZERO client pushback!
- Discover John’s process for reducing turnover, getting rid of deadweight, and training team members to be more productive – the #1 prerequisite for doubling your business and working half as much.


Rob Rose
RLR Wealth Management | Greensboro, NC


Matt Hicken
Bill Good Marketing | Salt Lake City, UT
Matt Hicken | What's Working Now: The Best Practices for Closing New Business Today
All the campaigns and processes you are learning at this conference will do nothing if you don’t close the generated leads. Not to worry, our panel of experts will give you everything you need. Follow their advice, and you’ll close over 95% of your referrals and over 60% of your cold leads!
Connor Kamp is the head of Customer Success at Nasdaq Dorsey Wright. This means he has worked with advisors all over on how to use the NDW tools to provide great investment advice. As a CFA® charterholder and long-time team member at NDW, Connor is the expert on using NDW’s tools to help advisors analyze current portfolios and craft winning proposals. He’ll show you exactly how to do that with some of the amazing features of the NDW tools.
Matt Hicken has been in the industry for over 22 years, with almost 14 of those years working with Rob Rose in North Carolina. He has been in your shoes, sitting across from prospects through the discovery stage. As a coach, Matt now works with top teams throughout the United States and Canada on their team and sales processes. He has seen what top closers are doing and taught those techniques to great success for advisors in every market.
Tony Parmenter has been coaching advisors and helping craft and manage BGMs processes for over 21 years. Working with some of the top teams, including many of our presenters at this conference, Tony has helped advisors implement the best practices that have helped them succeed.
Together they will walk you through the best practices of each step of the sales cycle:
- Everything you need to do prior to the appointment to set the stage for a great meeting. This is at least 50% of the close.
- How to streamline your discovery process, while making it more meaningful.
- What you need to show in your proposals and how you can use NDW tools to do it easily.


Connor Kamp
NASDAQ Dorsey Wright | New York City, NY
Connor Kamp | What's Working Now: The Best Practices for Closing New Business Today
All the campaigns and processes you are learning at this conference will do nothing if you don’t close the generated leads. Not to worry, our panel of experts will give you everything you need. Follow their advice, and you’ll close over 95% of your referrals and over 60% of your cold leads!
Connor Kamp is the head of Customer Success at Nasdaq Dorsey Wright. This means he has worked with advisors all over on how to use the NDW tools to provide great investment advice. As a CFA® charterholder and long-time team member at NDW, Connor is the expert on using NDW’s tools to help advisors analyze current portfolios and craft winning proposals. He’ll show you exactly how to do that with some of the amazing features of the NDW tools.
Matt Hicken has been in the industry for over 22 years, with almost 14 of those years working with Rob Rose in North Carolina. He has been in your shoes, sitting across from prospects through the discovery stage. As a coach, Matt now works with top teams throughout the United States and Canada on their team and sales processes. He has seen what top closers are doing and taught those techniques to great success for advisors in every market.
Tony Parmenter has been coaching advisors and helping craft and manage BGMs processes for over 21 years. Working with some of the top teams, including many of our presenters at this conference, Tony has helped advisors implement the best practices that have helped them succeed.
Together they will walk you through the best practices of each step of the sales cycle:
- Everything you need to do prior to the appointment to set the stage for a great meeting. This is at least 50% of the close.
- How to streamline your discovery process, while making it more meaningful.
- What you need to show in your proposals and how you can use NDW tools to do it easily.


Jenny Widmaier
Bill Good Marketing | Salt Lake City, UT
Matthew Bailey & Jenny Widmaier | Bonus Presentation: The Good Way to Write a Book
We have a special bonus session for any advisors who are interested! This one will feature our Head Writer, Matthew Bailey, and our VP of Marketing, Jenny Widmaier. Together, they will break down the process of how to write a book that demonstrates your expertise and actually gets read. As a financial advisor, authoring a book is an excellent way to boost your brand, establish credibility, and even cement your own legacy, but there are definite dos and don’ts to the process. Matthew (who has ghostwritten multiple books for advisors) and Jenny will explain what they are so you can create a work to be proud of!
- Learn the simplest, most efficient process for writing your book (and not just thinking about doing it).
- See what separates a financial advisor book that gets read and one that gets buried.
- Find out how to use your book to boost your business, as well as options for publication.


Matthew Bailey
Bill Good Marketing | Salt Lake City, UT
Matthew Bailey & Jenny Widmaier | Bonus Presentation: The Good Way to Write a Book
We have a special bonus session for any advisors who are interested! This one will feature our Head Writer, Matthew Bailey, and our VP of Marketing, Jenny Widmaier. Together, they will break down the process of how to write a book that demonstrates your expertise and actually gets read. As a financial advisor, authoring a book is an excellent way to boost your brand, establish credibility, and even cement your own legacy, but there are definite dos and don’ts to the process. Matthew (who has ghostwritten multiple books for advisors) and Jenny will explain what they are so you can create a work to be proud of!
- Learn the simplest, most efficient process for writing your book (and not just thinking about doing it).
- See what separates a financial advisor book that gets read and one that gets buried.
- Find out how to use your book to boost your business, as well as options for publication.


Tony Parmenter
Bill Good Marketing | Salt Lake City, UT
Tony Parmenter | What's Working Now: The Best Practices for Closing New Business Today
All the campaigns and processes you are learning at this conference will do nothing if you don’t close the generated leads. Not to worry, our panel of experts will give you everything you need. Follow their advice, and you’ll close over 95% of your referrals and over 60% of your cold leads!
Connor Kamp is the head of Customer Success at Nasdaq Dorsey Wright. This means he has worked with advisors all over on how to use the NDW tools to provide great investment advice. As a CFA® charterholder and long-time team member at NDW, Connor is the expert on using NDW’s tools to help advisors analyze current portfolios and craft winning proposals. He’ll show you exactly how to do that with some of the amazing features of the NDW tools.
Matt Hicken has been in the industry for over 22 years, with almost 14 of those years working with Rob Rose in North Carolina. He has been in your shoes, sitting across from prospects through the discovery stage. As a coach, Matt now works with top teams throughout the United States and Canada on their team and sales processes. He has seen what top closers are doing and taught those techniques to great success for advisors in every market.
Tony Parmenter has been coaching advisors and helping craft and manage BGMs processes for over 21 years. Working with some of the top teams, including many of our presenters at this conference, Tony has helped advisors implement the best practices that have helped them succeed.
Together they will walk you through the best practices of each step of the sales cycle:
- Everything you need to do prior to the appointment to set the stage for a great meeting. This is at least 50% of the close.
- How to streamline your discovery process, while making it more meaningful.
- What you need to show in your proposals and how you can use NDW tools to do it easily.
Conference Location
800 Congress - Historic Austin







We have booked out 800 Congress – one of the most beautiful locations for a conference in Austin, Texas.
800 Congress sits gloriously on the historic Congress Avenue with views of the Paramount & State Theatre’s and the Capitol building. This state-of-the-art venue is close to everything you could want to see in Austin.
We have also reserved a room block at the Hyatt Centric Austin.
Book your hotel below at a discounted rate!
Start booking now...
October is one of Austin’s busiest months. With the Formula 1 race, and Austin City Limits festival, Austin sees an influx of thousands of visitors. That means that you need to get your tickets, book your flights, and reserve your hotel rooms now.
We promise this year will be the best AdvisorCon yet, with local food favorites, our hottest lineup of speakers, and plenty of opportunities to hang out with old friends, and make new ones.


Faqs
Frequently Asked Questions
What time does the conference start?
Check-in begins at 8:30 AM on October 5, 2023.
Our first speaker - CEO of Bill Good Marketing, Frantz Widmaier, will be taking the stage at 9:00 AM.
Why should I attend?
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 learn, share, and forge new friendships with your peers than our conferences.
Will this event be virtual?
Unfortunately no, after several years of COVID restrictions we are excited to see everybody's smiling faces live and in-person!
Where should I stay?
We have reserved a room block at the Hyatt Centric Austin, and will be supplying you with the Group ID number after your purchase.
Be sure to book your stay with this Group ID number to ensure your discounted price.
Can I bring staff?
What time does the conference end?
We will be wrapping up the conference with our final speaker Bill Good, Founder of Bill Good Marketing, at 2:30 PM on October 6th, 2023.
Will I receive a recording of the event?
Do I have to pay for food?
We will provide breakfast, snacks, and lunch on both days. Dinner will be up to you and your team.
Is travel included?
Travel is not included in the ticket price. You will need to purchase and schedule your plane tickets separately.
How close is the hotel to the conference?
The hotel, Hyatt Centric Austin is a one minute walk across Congress Ave. to get to the conference location, 800 Congress.
Join us in Austin, October 5-6, 2023
HOW IS THIS ADVISORCON DIFFERENT?
At previous conferences, advisors have always loved it whenever a speaker shares a specific process with them, especially when they get into the actual steps.
This conference will give you more time-tested, legend-made processes than ever before. Each documented step-by-step with everything you need to make them your own.
At previous conferences, advisors have always asked us when we’re bringing back Chad Henry, Rhonda Ferguson, Michele Tellstone, and others.
This conference will feature all of the most-requested speakers from the last fifteen years. You will never go to an event with more talent and knowhow than this one.
Why Austin?
Whenever we hold a survey asking advisors where they want the next conference to be, Austin, Texas is always in the top three. And for good reason! Austin is famous both for its live music scene and its incredible BBQ. You’ll also enjoy warm weather, legendary breakfast tacos, and amazing sights in a city known both as the sunniest in America and the Live Music Capital of the World.


Tickets
CONFERENCE PRICING
If you are using a promotional code, select the ticket you which to purchase and enter the code during checkout.
Conference ticket
ADVISOR
sold out
- (1) Advisor Ticket
- 2 days of 12+ speeches, panels, and interviews
- 1-on-1 networking with 100+ attendees
- Access to exclusive documented processes
- Access to the AdvisorCon 2023 recordings
- BGM catered lunch on both October 5-6
- Conference discount at the hotel
- Exclusive cocktail and networking event ticket
You just missed it...
WE ARE SOLD OUT!
But...You're still in luck!
We will be recording the entire event! Purchase the recordings for AdvisorCon 2023 below! And a link will hit your inbox the moment we finish our post production editing.
Don’t miss out again… Order today!
Bundle & Save
ADVISOR + TEAM MEMBER
sold out
- (1) Advisor Ticket
- (1) Staff Ticket
- 2 days of 12+ speeches, panels, and interviews
- 1-on-1 networking with 100+ attendees
- Access to exclusive documented processes
- Access to the AdvisorCon 2023 recordings
- BGM catered lunch on both October 5-6
- Conference discount at the hotel
- Exclusive cocktail and networking event ticket
You just missed it...
WE ARE SOLD OUT!
But...You're still in luck!
We will be recording the entire event! Purchase the recordings for AdvisorCon 2023 below! And a link will hit your inbox the moment we finish our post production editing.
Don’t miss out again… Order today!
Conference Ticket
TEAM MEMBER*
sold out
- (1) Staff Ticket
- 2 days of 12+ speeches, panels, and interviews
- 1-on-1 networking with 100+ attendees
- Access to exclusive documented processes
- Access to the AdvisorCon 2023 recordings
- BGM catered lunch on both October 5-6
- Conference discount at the hotel
- Exclusive cocktail and networking event ticket
You just missed it...
WE ARE SOLD OUT!
But...You're still in luck!
We will be recording the entire event! Purchase the recordings for AdvisorCon 2023 below! And a link will hit your inbox the moment we finish our post production editing.
Don’t miss out again… Order today!
Our team is here and ready to help!
From time to time we get questions about AdvisorCon. Feel free to check out the Frequently Asked Questions above if you haven’t already.
If you have any additional questions feel free to contact our team at 888-495-7303 and we will be happy to clear up any additional questions!

