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We can help you double your practice

We can help you Double your  practice

Upcoming Events

October 27-29, 2019
Dallas, TX

Attend 2019 EXCEL 401(k) and hear from successful advisors on a wide range of topics including sales and marketing, practice management, plan design and compliance, and a special new series of sessions to help you Live Better. Every session is carefully designed to help you reach the goal of doubling your practice. You’ll leave with an individualized, written plan to reach that goal.

March 22-24, 2020
New Orleans, LA

You want to be the go-to expert for retirees but aren’t sure how to differentiate yourself from every other advisor who claims to specialize in retirement planning. The Retirement and Longevity Summit (RLS) is for advisors who recognize asset management and financial planning are important, but know it’s not enough. Your clients want a comfortable retirement and longevity. What good is financial security without quality of life? Learn how elite advisors and their firms are building successful, holistic practices by helping people live long and live well.

Previous Events

July 28-29, 2019
Denver, CO

Thanks to all who attended OUTCOMES 2019, a first-in-the-industry event focused entirely on the implementation of holistic financial wellness in 401(k) Plans.

97% of attendees answered “YES” when asked:

Did you receive actionable ideas to help you implement holistic financial wellness into your own practice?”

89% of session speakers were rated 5/5 by attendees

Testimonials

“I was thoroughly impressed with this event. Great content and great networking.”

“The content that was presented throughout the conference was very relevant.  The quality of vendors and advisors in attendance was top notch.”

“Quality content and presenters. Schedule was excellent. Thanks for the sufficient break time and opportunities to connect with vendors and peers.”

“It was a great conference in a great location.”

“Such a great group of speakers with tremendous knowledge and experience in our industry. Timely and meaningful topics and panel discussions!”
“Great content at this event-very relevant and forward-looking.”
“There are so many events out there and this was one of the better ones. Thank you for all the time, energy and effort from the committee!”