May 16th – DAY 1
Welcome to Advisor Conference
Get checked in, pick up your conference packet, start networking and grab your seat!
What It Takes To Be Sole Provider In The 2020s
Frantz Widmaier – COO BGM
As the industry continues to shift, it is more important than ever to be the Sole Provider for your clients. As an advisor, you are in the business of building and maintaining relationships. There is a tremendous opportunity that technology will bring to the modern practice, but not in the way that you think… read more
The 6-Year Triple-Double:
My Plan For A $100M/Year In New AUM
Bryan Sarff – CEO True Wealth
Bill Good Marketing has helped hundreds of advisors do a 2-Year Double. But a triple-double – three doubles in a row – is MUCH harder. It’s something only a select few have done. Bryan Sarff is well on his way to doing it! He’s got a plan, he’s on track, and he’s building on a foundation of Organic Growth… read more
How To Make An Unforgettable First Impression
Bryan Ulatowski – Registered Representative Wellington Financial
There are eight different financial advisors within walking distance of Bryan’s office. He doesn’t worry about them – he knows they’ll never get his clients. Why? Because he creates an absolutely unforgettable first impression… read more
Enjoy lunch and a fantastic view with your peers on Thursday, May 16 on the rooftop of Sambuca, one of Nashville’s most premier establishments. Several menu options are available.
Live Growth Planning Session:
How To Dominate A Market
Richard Ina – AAMS® UBS
In this session, you’ll watch as we work with Rich in real time to build a growth plan for the 2020s. You’ll even get a chance to participate! This will be a unique, interactive presentation unlike anything we’ve ever done at our conference before… read more
How To Match Your Message To Your Market and Raise $3M A Month
Will Simpson – BMO Nesbitt Burns
At only 30 years old Will is on track to bring in $36M AUM in 2019. That’s $3M a month! The best part: He’s shooting for $50M by 2020. He’s doing it with very a very specific targeting approach that allows him to dial into his ideal clients… read more
Get Everyone Within 15 Miles To Know Your Name
Steve Robbins & Lisa Avenevoli
Utilize eight marketing channels, ensuring they all work together to achieve one goal: That everyone within a 15-mile radius of our office knows our name and eventually comes through our door… read more
How to Keep What’s Working and Innovate What’s Not
Neil McPeak, Jr. – CFP® MWMG
While gradually taking over his father’s practice, Neil is making it rain as well. He raised $75M in 2018 and is on task to hit $4B by age 40. He’ll share what’s key in a succession plan. Every Junior Advisor should attend! … read more
Cocktail Party – Networking Event
Drinks, light food, and fun at Up, a rooftop lounge.
Join us at the rooftop lounge on top of the beautiful Fairfield Inn & Suites for upscale libations with an eclectic menu featuring shareable plates. This unique rooftop lounge with inside and outside seating and magnificent views of the downtown Nashville skyline will make for an excellent evening.
May 17th – DAY 2
Welcome To Day 2
Day 1 Recap & Speaker Introductions
An Inside Look:
How Two Legends Plan to Grow Through The 2020s
Rob Rose & Chad Henry
These two industry giants will interview each other to discuss how they drove growth in the 2010s. Then they’ll discuss how to handle specific challenges in their practices before revealing their master plans for growth through the 2020s… read more
Be Found, Look Good:
Digital Marketing Secrets for Financial Advisors
Frantz Widmaier – COO BGM
Learn ways to generate leads online that convert into hot prospects by transforming your website and social media into a digital marketing funnel.
Catered Lunch – Monell’s
Classic Southern Cuisine. With a 4.9 Star rating out of 3,216 reviews, Monell’s is a Nashville tradition. With several lunch options available we are excited to have Monell’s cater this year’s second-day lunch. Several menu options are available.
Re-Engineering the System:
Special Unveiling of 10 New Strategies & Content
Matthew Bailey – Director Client Content & Strategy – BGM
As the head writer at Bill Good, Matt led the most extensive and ambitious overhaul to the System ever. The team started with the 110% Gorilla Chart and rebuilt it from the ground up – so that now there’s a specific strategy for improving every aspect of your practice organized into easy-to-understand processes so your team can implement them with minimal oversight. This will lead to faster, more systematized growth… read more
How the Right Team Accelerates Growth
Staff Panel – Lisa Avenevoli, Michele Tellstone, and Gaye Pike
I Told You So:
Forecasting Your Industry in the 2020s
Bill Good – Chairman BGM
Your host, the legendary Head Gorilla, who has coached 1000’s of advisors over 40+ years, will close out this year’s AdvisorCon with a focus on several specific best practices you must implement in 2020s. Do them and you’ll thrive. Ignore them, and you’ll find it hard to even survive… read more
Enjoy Music City!
This historic American City has something for everyone. With the perfect blend of country roots, hipster foodie vibe, and Rock & Roll, present there are plenty of great things to do and see while you’re here!