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The only sales and marketing conference for advisors

August 2nd & 3rd, Salt Lake City

Actionable insights, year after year.







AdvisorCon is all about growing your practice, through proven strategies. Everything you learn is designed to help you generate more leads and close more prospects. All while you retain and capture more assets from your existing clients.

Master the art of client marketing so you can grow organically. Get the real referral strategies from our top producers. Learn proven techniques, that you and your team can implement to solve your referral problems for good.

Learn some of the best practices used for a new advisor to bring in tons of new accounts through seminars. Not only that, but learn the tools that are being used to bring in and close multi-million dollar accounts.

If you aren’t growing organically, then you need to be prospecting. Learn the strategies and campaigns top advisors use to go from a few dozen prospects to a few hundred.

If your closing rate is less than 60% then you need to learn the 5 steps to closing more business. Improve your closing ratio and increase your AUM dramatically by learning this magical process.

How do you achieve hyper-growth? It’s not just one thing, but many. At the conference you will get glimpses into all the strategies that are used to grow your practice exceptionally well in just a few years.

What does a website do for you? How should you be using it? What about LinkedIn and Facebook? Learn the processes that multi-million dollar companies use to generate new business and how it applies to your own business.

Strategic Partnerships should become the backbone of your strategy to generate new assets. You will learn the techniques that some of most successful advisors are using to generate assets rapidly and solidly.

meet our speakers

We have selected some of the most successful, growth-minded advisors out there. They have proven year after year that they know how to grow their business with fantastic results. 

  • Rob Rose
    Rob Rose Unstoppable Momentum with Client Marketing

    Rob Rose started his role in 2009, his goal was to create the perfect system.

    Rob and his team have doubled their income three times since then. And in the process, he went from 50% fees to 98% fees.

    As of the end of first quarter 2018, they have brought in $24M new assets.

    They feel the momentum created year-to-date is literally unstoppable.

    I’m not going to tell you here exactly what created the unstoppable momentum.

    Some of it you are already doing.  But there is a missing piece.  And that’s the piece you’re going to learn when you sit through Rob Rose’s presentation, Unstoppable Momentum.

    I’m going to give you one word.  The word is “Activity.”

    The magic is in the total mix of Activities.

    What’s fascinating is they may do an event for Strategic Partners, and next week they get three new client referrals that are not any way connected to the event.  At least not that they can tell.

    But we know there is a connection because: Activity generates momentum. You just have to do the right kind of activity in sufficient volume.

  • Ray Dunlap
    Ray Dunlap Client Marketing

    With 34 years of experience and over $100 million in AUM, Atlanta-based advisor Ray Dunlap is, quite simply, one of the best in the industry at client marketing.

    Like many advisors, Ray once thought he had all of his clients’ assets.  Then, he revamped his business model to center around building a client community.  Since then, he’s generated dozens of new referrals and raised millions in new AUM every year – all from clients alone!  His secret is using client data, events, and social media to deepen client relationships and get introductions to clients’ friends and family.

    Note from Ray: “I attend AdvisorCon almost every year, because I always get a whole notebook’s worth of ideas I can use to improve my practice, and enhance the way we engage and interact with clients.  I’m thrilled to share my own ideas at this great event.”

    Fun Fact About Ray: A talented ballplayer, Ray is currently in his 25th year of playing “Old Man’s” baseball in a men’s hardball league in Atlanta.

  • Bill Good
    Bill Good Systematized Growth

    Bill Good is the Founder of Bill Good Marketing. He is an industry legend with more than 40 years of experience serving the wealth management industry. He has helped countless advisors become millionaires, and to this day continues to do so.

    Bill will go over with you the five biggest obstacles for growth you will face over the next few years and how to overcome them. And the five biggest opportunities you’ll be presented with and how to seize them.

    BRYAN SACHDEVA CRM & Technology

    Bryan is responsible for the vision of NexJ’s Wealth Management and Private Banking solutions and ensuring their alignment with industry needs and best practices. He leverages 10+ years of experience with top-tier firms through a combination of business, implementation, and technology consulting. His focus is on integrating Customer Relationship Management with Business Process Management and back-end systems to deliver unified digital wealth management solutions that revolutionize customer experience, front-office effectiveness, and back-office efficiency.

    JUSTIN WOOD Growing with Digital Marketing

    Justin Wood is the founder of KRFTWRK, a digital design and marketing agency in Toronto. He has been helping start-ups and technology companies build and sell digital products for the past 8 years through prototyping and product marketing.

  • Neil McPeak, Jr.
    Neil McPeak, Jr. Hyper-Growth with Seminars

    New Jersey advisor Neil McPeak, Jr. is an Associate Vice President in a billion-dollar practice.  As a Wharton graduate, he has lots of sophistication in all kinds of securities analysis, but until last year, he worked almost solely with existing clients.

    Starting in 2017, Neil decided it was time to build his own book.  He raised $29 million in new AUM in only one year, mainly through seminars.

    At AdvisorCon, Neil will show you how to use seminars to achieve fast, explosive growth in just twelve months.  If you’re impatient to grow, this presentation is for you.

    Fun Fact About Neil: An avid rower, Neil is a Junior World Champion, once trained with the U.S. Olympic team for the 2012 Olympic Games.

  • Rhonda Ferguson
    Rhonda Ferguson Dominating Your Market

    Some financial advisors absolutely dominate their local market.  Rhonda Ferguson, a retirement income specialist in Columbus, Missouri, is definitely one of those.  With over 34 years of experience and $500 million in AUM, Rhonda has mastered many different forms of prospecting, from classic channels like seminars to more modern ones like relationship marketing and social media.

    At AdvisorCon, Rhonda will show you the exact steps you must take to dominate your own market in 3 years.  This presentation is a must for all advisors who truly want to take their marketing to the next level.    

    Note from Rhonda: “I’m so excited to attend AdvisorCon again, not just as a speaker, but as a listener!  Hearing the best practices from some of the best people in our industry is an incredible experience.”

    Fun Fact About Rhonda: She once blew up a gas station.  If you’re lucky, she’ll consider telling you the whole story.

  • Steve Robbins & Lisa Avenevoli
    Steve Robbins & Lisa Avenevoli New Assets Month in Month Out

    Steve and Lisa are two of the best prospectors we’ve ever come across.

    You see, most advisors get their prospects from one, maybe two different sources. (Referrals is almost always one.)  But not Steve and Lisa.  Month after month, year after year, these two partners reach their business goals because they always receive a steady flow of prospects.  How do they do this?  Because Steve created a diversified prospecting strategy that contains multiple sources of new leads.  We’re not talking 1 or 2.  We’re not even talking 3 or 4.

    We’re talking seven.

    As a result, Steve and Lisa have achieved what most advisors only dream about: a consistent prospecting pipeline that never dries up.

    At AdvisorCon, Steve and Lisa will show you how to create a diversified prospecting strategy containing multiple sources of prospects.  If prospecting has been a hit-or-miss affair for you, hearing Steve and Lisa will be especially crucial.

    Note from Lisa: We’re so excited to share ideas we feel can help others with a similar business to ours.  AdvsiorCon is an amazing forum to talk with your peers to see what’s working and what’s not.  The opportunity to explore marketing ideas you’ve never considered before can’t be found anywhere else. 

    Fun Fact About Steve: George Bush once asked him how long he’d been a financial advisor.  Sadly, this did not result in any new business.

  • Michele Tellstone
    Michele Tellstone Growing Your Practice

    If you take a look at any decent-sized medical practice or law firm, you will find an Operations Manager.

    This person is not a lawyer.  This person is not a doctor.  This person manages the entire business.

    The purpose of this position is to design the administrative machine so that the lawyers or the doctors, as the case may be, can do what they are supposed to be doing.

    You would be entirely shocked to go in to a medical office and see the doctor filling out insurance forms.  Yet this work has to be done.

    Once a business passes a certain level of assets (maybe it’s $150M, maybe more), the advisor cannot and should not be the system manager.  That financial services practice needs a Business Manager.  And that is exactly what Michelle Tellstone does for Minich MacGregor.

    She’s not a Sales Assistant.  She’s not a Service Assistant.  She runs the machine.  She will tell you how.

    Note from Michele: Every year, we have our team members attend AdvisorCon so we can identify what we can incorporate into our own practice.  Networking and hearing a variety of real-life best practices is very beneficial, and we discuss and implement what we learn throughout the year.  I’m excited for the opportunity to share some of the things we’re doing.  We’ve learned a lot from past presenters over the years, so I’m hoping to give back a little!”

Additional speakers being added soon.

We have a dozen speakers booked, we will be updating this section soon. 

Your Host

Bill Good

“My team and I have been helping advisors grow their businesses for more than 40 years. We are finally opening up our 20 year running, Users Conference to all advisors that want to attend. Any of our clients will tell you, that they come year after year because of what they take home and implement in their own offices.”

What did  some of our attendees say about the Conference last year?

Stop spinning your wheels

Our speakers = stellar success + exceptional growth.

Year after year, we invite top producers to share their secrets with our clients. This is the first time ever that we are opening up our conference to non-clients. Don’t miss your change to get the best practices, right from the mouths of advisors, like you, who have implemented them. 

proven tactics

You will get pages and pages of proven tactics. 


You will get the methods our most successful advisors use to achieve hyper-growth.

best practices

Add to and refine your own best practices, resulting in more growth for you.

actionable items

Learn, get and use actionable items that will move you in an upward trajectory. 

0 Billion
AUM Our Advisors Manage
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Years of Experience

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