Elite Advisor Summit

An exclusive event for leading advisors seeking to reach the next level
Limited seats available. Reserve your spot now!

$995 FREE

for this year only
with promo code EASFRE
October 29-30, 2019
Hilton Omaha | Omaha, NE

Do you manage more than $100 million, or is your 12-month trailing revenue greater than $1 million?

Then you’re invited to this exclusive gathering of top-tier advisors, where you’ll get new ideas and inspiration and hear from some of the top minds in the industry.

At this two-day collaborative summit, you’ll be able to discover what’s working for other advisors on your level and bring practical, exclusive takeaways back to your firm.

Attend ideation sessions with other elite advisors, participate in an interactive panel with some of the top advisors in the industry, and 
even learn the best practices other advisors like you are using to 
grow their firms.

The round table discussions continue to be amazing! I take pages of notes from those discussions and always walk out with tons of ideas.

— Michael Ott
Summit Wealth Strategies

Here’s just a sample of what you can expect at this meeting of the top minds in the industry:

  • Meet with other advisors at your level who can appreciate what it took to get where you are, and know how to get to the next level…
  • Learn how top advisors are scaling their operations and improving efficiency within their team…
  • Compare your tech stack to other top advisors…
  • Discover the marketing and referral tactics of industry leaders…
  • and much, MUCH more!

This was a very positive and unique experience hard to get at any other conference. It offers great perspective from a very talented group.

— Mike McGervey
McGervey Wealth Management

If you’re an Elite Advisor, you don’t want to miss this!


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