Conference Agenda

Download the agenda and lock in the sessions that matter most to your practice.

Conference Materials

Agents of AI

Selecting the Right Tool for the Right Job

Frantz Widmaier

During Frantz’s live presentation he presented his “Personal AI Profile Builder” that you can use within Claude. You can download this file in it’s entirety here.

HNW Prospecting

A Clear Strategy for the Ultimate Niche

David Baker

Amplified Prospecting

Revamping the Entire “Prospect Experience”

Clare Carberry

Successful Chaos

The Key to Prospecting Business Owners

Bryan Sarff

Turn Up the Mic

Building a Virtual Pipeline from Podcasts to Zoom

Paul Kiker

Successful Succession

How to Build a Successful Succession Strategy

Matt Hicken & Tony Parmenter

Break-Throughs & Best Practices

One Advisor’s Journey to $1B in AUM

Scott Ferguson

Systems & SEO

Tools for Being Found, Looking Good, and Growing Faster

Katie Johansson

Building a Three-Year Plan

How to Create a Roadmap to the Future You Want

Nick Grady

What's Working Now

A Lightning Round of Best Practices…Where You Are the Expert!

BGM Staff + You!