AdvisorCon Agenda
Building a Business That Lasts
Here’s how the two days come together. Pick a day to see the sessions, from the opening keynote through the anniversary reception and the closing talk. Every block ties back to building a business that lasts, with time blocked to ask questions and meet the people around you.
- May 13, 2027
- 7:30 AM - 8:30 AM
Check-in & Mingle
- May 13, 2027
- 8:35 AM - 9:20AM
Frantz Widmaier
Chief Executive Officer
The Next 50 Years: Automating the Bill Good Marketing System
- May 13, 2027
- 9:30 AM - 10:15 AM
Ed Blumenthal
Managing Director, Stedmark Partners
Fun & Games: How to Break $2 Billion By Leveraging Your Own Hobbies & Interests
- May 13, 2027
- 10:30 AM - 11:15AM
Damon Adcock
Chief of Staff, Pyle Financial Services
Selling to the Elite: The Processes That Scale Your HNW Pipeline
- May 13, 2027
- 11:30 AM - 12:15 PM
Olivia Rice
Financial Advisor, Emerald City Fiduciary Group
Intentional Hospitality: Driving Referrals Through Magical, Memorable Moments
- May 13, 2027
- 12:15 PM - 1:15 PM
Break for Lunch
- May 13, 2027
- 1:15 PM - 2:00PM
Greg T. Clifton
Founder, Clifton Capital Advisors
Social Networking: How to Build a Business & Brand That Attracts the HNW
- May 13, 2027
- 2:15 PM - 3:00 PM
To be announced...
To be announced...
Session: To be announced...
- May 13, 2027
- 3:15 PM - 4:00 PM
Matt Hicken & Tony Parmenter
Senior Vice President of Consulting & Senior Vice President of Client Success, Bill Good Marketing
Session: To be announced...
- May 13, 2027
- 4:00 PM
Adjourn
- May 13, 2027
- 5:00 PM - 7:00 PM
🥂 The 50th Anniversary Cocktail Party 🥂
Join us to celebrate fifty years of BGM with cocktails and the kind of conversation you only get with a room full of people who do what you do. It’s a night to raise a glass to Bill, swap stories, and toast the next fifty years together. Bring your favorite Bill memory. We’ll bring the drinks.
BONUS SESSION
- May 14, 2027
- 8:00 AM - 8:45 AM
Matthew Bailey
Director of Client Content & Head Writer, Bill Good Marketing
Coffee & Content: An In-Depth Update on New Content Coming to BGM Users
- May 14, 2027
- 8:45 AM - 9:00 AM
Welcome & Mingle
- May 14, 2027
- 9:05 AM - 9:50 AM
Scott Ferguson
Chief Executive Officer, Financial Concepts
To a Billion and Beyond: The Importance of Evolving from an “Advisor” to a “CEO”
- May 14, 2027
- 10:00 AM - 10:50 AM
Drew Barlow
Managing Director, Beyond Investing Private Wealth Management Group of Wells Fargo Advisors
Unstoppable Momentum: How to Optimize Every Aspect of Your Business For Growth
- May 14, 2027
- 11:00 AM - 11:45AM
Todd Haynes
Senior Vice President, Haynes Investment Group of RBC Wealth Management
Top-of-Mind Awareness: Creating a COI Network That Always Thinks of You First
- May 14, 2027
- 11:45 AM - 12:30 PM
Break for Lunch
- May 14, 2027
- 12:30 PM - 1:15 PM
Aubree Mussman
Director of Operations, Strong Tower Associates
Perfect Processes: How to Convert Chaos Into Systematic Growth
- May 14, 2027
- 1:30 PM - 2:15 PM
Bill Good & BGM Executive Team
Founder & Chairman, Bill Good Marketing
Things Known to Be True: A Celebration of the Head Gorilla’s Most Important Lessons
- May 14, 2027
- 2:15 PM
Closing Remarks & Adjourn
Learn From Advisors Who Built Businesses That Last
Proven Practices,
50 Years in the Making
At AdvisorCon 2027, we’re putting some of the fastest-growing practices on the BGM System on stage. On May 13 and 14, each advisor will show you how they built a business that lasts, and the exact moves that got them there.
So what makes a business last? It keeps growing no matter what the economy does. It runs without the owner in the room every day. And it holds its value when the time comes to sell it or hand it down. These advisors built all three. They aren’t just working harder. They built the systems, teams, and habits that do the heavy lifting for them.
Real Strategies From Real Advisors
From a First Hire
to a $1 Billion Book
Each speaker breaks down the moves behind their biggest wins, whether that’s a prospecting system that fills the calendar, a brand that pulls in the right clients, or the operations that let them step back without the business slowing down.
These aren’t theories. Advisors who’ve taken the AdvisorCon stage have:
- Brought in $50M to $100M in new assets in a single year
- Won the high-net-worth and business-owner markets in their area
- Grown a practice from $60M to $660M in eight years
- Pushed a solo book past $1B in AUM, from a town of 25,000
Every session ties back to one of the six parts of a lasting business: your brand, operations, team, client service, prospecting, and succession. Some of what you’ll learn is brand new. Some has worked for fifty years. All of it has been tested in real firms.
What advisors are saying about Advisorcon
Tickets
What are you waiting for?
Hear from top producing advisors, operational geniuses, and the sharpest minds across the industry, all on one stage.
Advisor + Staff
$3,800
$2,795
Early bird discount!
For an advisor bringing one team member. The best value, and the way most firms come, so you and your staffer learn the same plays and leave ready to run them together.
Advisor
$1,999
For advisors and firm owners. Two days of specific, tested strategy from advisors who are growing faster and working fewer hours.
Staff
$1,395
For the people who keep the practice running: client service, operations, and marketing staff. Dedicated sessions built for your work, plus team members speaking from the stage.
AdvisorCon 2027 · The 50th Anniversary
Fifty Years of Building Something That Lasts
What started with one man and a big idea has grown into fifty years of helping advisors build businesses that last. This May, come see what Bill built, and learn how to build it in your own practice.
