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The Single-Day Event Dedicated to Financial Advisor Growth

Learn the Best-Kept Secrets
from High-Growth Advisors

Virtual Financial Advisor Summit

June 9, 2022

Learn What 20+ Leading Financial Advisors are Doing to Fill Their Calendars, Retain Clients With What’s Working NOW - FREE for the first 1,000 FAs!

Thursday, June 9, 2022
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Back for Our Third Year

Back for our 3rd year

In May 2020, we hosted the first Virtual Financial Advisor Summit to help Advisors adapt to the dramatic changes of going fully virtual during the pandemic. 

Though it was intended as a single, one-time event, we were so overwhelmed by the positive response that we were compelled to continue the effort. 

Almost 14,000 FAs, Wealth Managers and RIAs have registered for our past two events. 

Fast forward to today: The Virtual Financial Advisor Summit is the LARGEST Advisor growth-focused event of the year. And we’re raising the bar again with even more speakers and special tracks, highlighting growth techniques for new Advisors and sharing strategies to drive engagement with different audiences — from millennials to baby boomers. 

Advisor panels to show you what’s working right now

In-the-trenches tactics and strategies to drive growth and client retention

Inspiring keynotes

Templates, scripts, funnels and hacks you can use right away

Fun virtual entertainment, games and contests

Back for our 3rd year

A Massive Free Give Back That Went Viral… 3rd Year Running! 

In May 2020, we hosted the first Virtual Financial Advisor Summit to help Advisors adapt to the dramatic changes of going fully virtual during the pandemic. 

Though it was intended as a single, one-time event, we were so overwhelmed by the positive response that we were compelled to continue the effort. 

Fast forward today, almost 14,000 FAs, Wealth Managers and RIAs have registered for our past 2 events. 

This year, the Virtual Financial Advisor Summit has become the LARGEST Advisor growth-focused event of the year. And we’re raising the bar again this year with even more speakers and special tracks, highlighting growth techniques for new Advisors and sharing strategies to drive engagement with different audiences — from millennials to baby boomers. 

Advisor 2 Advisor panels to show you what’s working right now

In the trenches tactics and strategies to drive growth and client retention

Inspiring Keynotes

Templates, scripts, funnels, and hacks you can use the same day.

Fun virtual entertainment, games and contests

Agenda highlights

We’re proud this event has become the leading advisor growth event in the industry. Last year we welcome over three thousand financial advisors with a combined aum of over $5 trillion
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Digital rock stars panel discussion: growth tactics powering high growth practices

9.30 - 10.30     Speaker Name

New advisor growth panel: techniques that have super-charged client acquisition for new advisors

9.30 - 10.30     Speaker Name

Digital round up: what's effective in 2022?

9.30 - 10.30     Speaker Name

Segment marketing: engaging from millenials to boomers

9.30 - 10.30     Speaker Name

Thinking like a chief marketing officer: panel discussion with leading wealth cmos

9.30 - 10.30     Speaker Name

Playing the long game: nurturing techniques that convert your best prospects

9.30 - 10.30     Speaker Name

Thursday, June 9, 2022

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Past Speakers Include:

Jeremiah Desmarais

Jeremiah D. Desmarais is one of the world's leading voices on marketing strategy in the financial and insurance industries. Founder of Advisorist.com, a pre-eminent platform of business growth strategies for financial professionals, he's a 23X time award-winning entrepreneur, consultant, and philanthropist.

Tom Hegna

Nobody knows retirement income planning better than financial expert, author and speaker, Tom Hegna. As a former First Vice President at New York Life, he has dominated the main platform of all the biggest stages in the retirement and financial planning industry. 

Jeremiah Desmarais

Jeremiah D. Desmarais is one of the world's leading voices on marketing strategy in the financial and insurance industries. Founder of Advisorist.com, a pre-eminent platform of business growth strategies for financial professionals, he's a 23-time award-winning entrepreneur, consultant, and philanthropist.

Brian Kelly

Brian Kelly is Founder & CEO of BKCM LLC, a digital currency investment firm. He is the portfolio manager of the BKCM Digital Asset Fund and the REX BKCM Blockchain ETF (NYSE: BKC). Brian is the author of “The Bitcoin Big Bang – How Alternative Currencies Are About to Change the World.”

Brian Moran

President and Founder of The 12 Week Year, Brian Moran has 30 years of expertise as a corporate executive, entrepreneur, consultant and coach. His background as a corporate executive combined with his experience as an entrepreneur positions him with a unique skill set to help individuals and organizations grow and prosper.

Ed Slott

Ed Slott is a financial expert in the United States. He is an author and public speaker providing training in IRAs and retirement distribution planning. He has been a collaborative creator of three nationally aired Public Television Specials and is a practicing CPA based in Rockville Centre, New York. 

Tom Hegna

Nobody knows retirement income planning better than financial expert, author, and speaker, Tom Hegna. As a former First Vice President at New York Life, he has dominated the main platform of all the biggest stages in the retirement and financial planning industry. 
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Past Speakers Include:

Kevin Darlington

Kevin Darlington is Vice President of Product Management at Broadridge Advisor Solutions.

 

Ed Slott

Ed Slott is a financial expert in the United States. He is an author and public speaker providing training in IRAs and retirement distribution planning. He has been a collaborative creator of three nationally aired Public Television Specials and is a practicing CPA based in Rockville Centre, New York.

Michael Kitces

Michael Kitces is an American financial planner, commentator, speaker, blogger, and educator. He frequently contributes to industry publications, publishes a blog and newsletter for advisors, is the former practitioner editor of the Journal of Financial Planning, the co-founder of the XY Planning Network (#168 on the Inc. 5000 list in 2018) and AdvicePay, and is a partner of Pinnacle Advisory Group, a financial advisory firm. 

Mike Foy

Mike Foy is Senior Director and Head of Wealth Intelligence at J.D. Power. He is responsible for developing and delivering research and consulting
solutions that help clients more effectively measure and improve the experience of their advisors and clients, ultimately driving greater loyalty, advocacy and engagement. 

Michael Kitces

An American financial planner, commentator, speaker, blogger, and educator. He frequently contributes to industry publications, publishes a blog and newsletter for advisors, is the former practitioner editor of the Journal of Financial Planning, the co-founder of the XY Planning Network (#168 on the Inc. 5000 list in 2018)and AdvicePay, and is a partner of Pinnacle Advisory Group, a financial advisory firm.

Brian Moran

President and Founder of The 12 Week Year, has 30 years of expertise as a corporate executive, entrepreneur, consultant and coach. His background as a corporate executive combined with his experience as an entrepreneur positions him with a unique skill set to help individuals and organizations grow and prosper. 

Brian Kelly

Brian Kelly is Founder & CEO of BKCM LLC, a digital currency investment firm. He is the portfolio manager of the BKCM Digital Asset Fund and the REX BKCM Blockchain ETF (NYSE: BKC). Brian is the author of “The Bitcoin Big Bang – How Alternative Currencies Are About to Change the World.” 

Mike Foy - JD Power

Mike Foy is Senior Director and Head of Wealth Intelligence at J.D. Power. He is responsible for developing and delivering research and consulting
solutions that help clients more effectively measure and improve the experience of their advisors and clients, ultimately driving greater loyalty, advocacy and engagement.  

Kevin Darlington

Kevin Darlington is vice president of product management at Broadridge Advisor Solutions.
 
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