AdvisorCon Speakers
The Advisors Taking the Stage
The best way to learn how to grow a practice is to hear from advisors who have already done it. Every speaker at AdvisorCon 2027 runs a real business, gets real results, and comes ready to show you exactly how.
Frantz Widmaier
Chief Executive Officer, Bill Good Marketing
Frantz Widmaier
As CEO of BGM, Frantz Widmaier has led the company through its boldest chapter yet, taking a proven methodology and fusing it with modern technology and AI. Under his leadership, BGM built Altitude, the CRM purpose-built to help advisors double their growth or halve their work time. Frantz's focus is simple: give advisors the tools and systems to run a business that grows whether or not they're at the office. At AdvisorCon 2027, he'll share where the industry is headed, what fifty years of the BGM System has taught us, and how the firms that embrace what's next will pull away from the rest.
Todd Haynes
Senior Vice President, Haynes Investment Group of RBC Wealth Management
Todd Haynes
More information to be released soon! Stay tuned!
Drew Barlow
Managing Director, Wells Fargo Advisors
Drew Barlow
Drew Barlow has been on the BGM System since the 1980s, back when he was cold calling names out of a phone book. Today, he runs a $750M practice and grosses over $2M in production…with assets routinely coming in on multiple fronts. At AdvisorCon 2027, Drew will share how to optimize and align every aspect of your practice — team, operations, succession, and more — so you can build a business that is capable of spectacular growth.
Damon Adcock
Chief of Staff, Pyle Financial Services
Damon Adcock
Pyle Financial Group is doing everything right. How do we know? Because they are attracting new HNW and UHNW prospects left, right, and center. But their secret weapon is Damon Adcock, the driver behind all their processes and systems. Whenever we find someone like that, we want to know more about them. Damon's job is to ensure that new strategic partners are routinely being developed, centers of influence are consistently sending in new referrals, and seminar attendees are always setting appointments. At AdvisorCon, he will share those processes and systems with you, so that you can turn your HNW prospecting into a repeatable, scalable science.
Tony Parmenter
Senior Vice President of Client Success, Bill Good Marketing
Tony Parmenter
More information to be released soon! Stay tuned!
Bill Good
Founder & Chairman, Bill Good Marketing
Bill Good
The Head Gorilla himself. Bill Good founded BGM nearly fifty years ago, after a retirement that famously lasted a single weekend. In the decades since, the system he built has helped advisors bring in billions in new assets and reclaim thousands of hours of their lives. He literally wrote the book on prospecting, Hot Prospects, and spent a career turning hard-won sales and marketing principles into a repeatable system any advisor can run. At AdvisorCon 2027, as we celebrate fifty years, Bill takes the stage to reflect on what actually builds a business that lasts, and the timeless principles that will carry the next generation of advisors just as far.
Olivia Rice
Financial Advisor, Emerald City Fiduciary Group
To be Announced...
More information to be released soon! Stay tuned!
Aubree Mussman
Director of Operations, Strong Tower Associates
Aubree Mussman
More information to be released soon! Stay tuned!
Joe Garrett
President & CEO, Garrett & Robinson
Joe Garrett
More information to be released soon! Stay tuned!
Matthew Bailey
Director of Content, Bill Good Marketing
Matthew Bailey
More information to be released soon! Stay tuned!
... And more to be announced soon!
Ed Blumenthal
Managing Director, Stedmark Partners
Ed Blumenthal
A Gorilla Legend, Ed is one of the co-founders of Stedmark Partners, a $3B practice in Philadelphia. Ed announced his forthcoming retirement earlier this year, so at AdvisorCon 2027, he will take us through his journey to building one of the largest teams to ever use the BGM System…including the most important lessons and best practices he learned along the way.
Scott Ferguson
Chief Executive Officer, Financial Concepts
Scott Ferguson
Fellow Gorilla Legend Scott Ferguson began his career as a humble computer operator. Now he runs a $1 billion practice in Columbus, Mississippi. At AdvisorCon, Scott will showcase how to transition from “financial advisor” to “Chief Executive Officer”…so you can transform your business into an institution that dominates the entire community. An institution where even a billion is just a milestone on the way to something greater.
Greg T. Clifton
Founder, Clifton Capital Advisors
Greg T. Clifton
HNW prospecting. Everyone wants to do it, but right now, few are doing it better than Greg Clifton of Highland Park, Texas. In recent years, Greg raised average client assets from $500K to $5M…and is now getting clients in the $20-30M range. At AdvisorCon, Greg will show his process for moving up-market, and how to tailor your operations, marketing strategy, and brand to attract more HNW individuals and build a multi-family office.
Matt Hicken
Senior Vice President of Consulting, Bill Good Marketing
Matt Hicken
More information to be released soon! Stay tuned!
TBA
To be Announced..
To be Announced...
More information to be released soon! Stay tuned!
Advisors Who "Tell All".
These aren’t motivational speakers or consultants who’ve never sat in your chair. They’re working advisors and firm owners who built something that lasts, and they take the stage to walk you through the specific moves that got them there. Real strategies, real numbers, and the decisions behind them.
Every talk ties back to one of the six parts of a lasting business: your brand, prospecting, operations, team, client service, and succession. You leave with plays you can put to work on Monday, not a notebook full of theory.
Here are the kinds of results advisors have shared from the AdvisorCon stage in recent years:
- A solo advisor who grew a book past $1 billion in AUM, from a town of 25,000
- A practice that went from $60 million to $660 million in eight years
- $100 million in new assets brought in during a single year
- Advisors who own the high-net-worth and business-owner markets in their area
What advisors are saying about Advisorcon
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.
