How to Re-establish Momentum & Optimize Your Financial Practice

May 24th - 27th, 2021 
with 2-hours of content daily  

(9am -11am PT   -   11am-1pm CT.   -  12pm - 2pm ET)

The Ultimate Advisor Virtual Summit is a 4-Day Summit created to help provide financial advisors with the tools, resources & strategies necessary to geometrically grow their practices during this challenging time.  


Not only have we compiled leading industry experts, your enrollment in the Summit also give you access to a variety of FREE resources, including:

  • Four Days Worth of Amazing Speakers

  • Dozens of Marketing Resources, Templates & Action Items For FREE   (a $1,000 Value)

  • The Methods To Onboarding More Than $250 Million in AUM in less than 18-months. 

  • A FREE Copy of "The Ultimate Advisor Book"  ($17 Value)

The Ultimate Advisor Summit is for any financial advisor who wants to grow into becoming the #1 trusted authority in their market, stand out from the competition, and make a massive impact on your clients, the community and the world as a whole. 



A copy of the "Ultimate Financial Advisor" Book to help you create more automations & marketing systems in your advising practice.


Numerous exercises, resources & templates to immediately implement with your team, to create more efficiencies & standard operating procedures.


Complete Access to ALL 4-DAYS of Content, Speakers & Resources that can immediately help you inside of your advising practice!


Below are just a few of the incredible speakers that we have lined up to help you thrive in your advising practice.  While other advisors may be uncertain during these time, your access to these individuals can be your "unfair advantage" to help you radically grow your firm. 

Benjamin Hardy, PhD

Dr. Benjamin Hardy is an organizational psychologist and bestselling author of Willpower Doesn’t Work, Personality Isn't Permanent, and Who Not How. His blogs have been read by over 100 million people and are featured on Harvard Business Review, New York Times, Forbes, Fortune, CNBC, Cheddar, and many others. He is a regular contributor to Inc. and Psychology Today and from 2015-2018, he was the #1 writer in the world on He and his wife Lauren adopted three children through the foster system in February 2018 and, one month later, Lauren became pregnant with twins, who were born in December of 2018. They recently welcomed their 6th child into their home. 

Jon LoDuca

Jon LoDuca is a business strategist who helps seasoned entrepreneurs define and monetize their intellectual property. Jon is founder and president of The Wisdom Link (founded in 2002), an intellectual capital development firm and is also founder of PlaybookBuilder ( , an award-winning knowledge management software. As a trusted advisor to several hundred of the top 1% income-earning financial advisors from across the US, UK and CAN, Jon is called upon to provide strategy, leadership, and the tactical resources to grow top line. Jon has been featured as a technology and business leader in Forbes, The Wall St. Journal, Advisor Today and dozens of trade publications.   Jon is the author of The Thought Leader, founder of The Wisdom Network - a private community of entrepreneurs, a contributing writer for Capterra, and a sought-after speaker with engagements at MDRT, TED, AALU, TechAssure, Lincoln Financial, Marshberry, AIMWest, NAIFA, and several regional organizations nationwide.


Dr. Patty Ann Tublin

Dr. Patty Ann Tublin is the CEO and Founder of Relationship Toolbox LLC, a training and development consulting firm specializing in the development of emotional intelligence and other "soft" skills that promote optimal individual and group performance that impacts the bottom line. As a Relationship, Communication and Emotional Intelligence expert, Dr. Patty Ann understands that a company's people are its most important asset. 

Dr. Patty Ann is that rare individual who can seamlessly move between the corporate and entrepreneurial world, resonating with executives from diverse industries and backgrounds.



Brittany is a Co-founder of Dare to Dream Enterprises and the Director of Operations at Sweet Financial, RJFS. She is the author of two books – Imagine. Act. Inspire. A Daily Journal & Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To. 



Bryan Sweet

Bryan is the Founder of Sweet Financial and a Chairman's Council member of RJFS. He has been featured as a Forbes, Best in State advisor for the state of Minnesota and was previously named to the Inc Magazine Top 500 list for fastest growing Private Companies.

Bryan is a cultivator of opportunity and that is reflected in his passion for serving the clients of Sweet Financial Services. Beginning his financial services career in 1979, Bryan has done more than create lasting wealth plans for the wonderful clients we’ve been so fortunate to work with. He has worked to create a movement in this industry to help people realize just how much they are capable of.

Matt Halloran

Matt’s brainchild –– using a podcast to accelerate influence –– is how professionals and companies rise above the noise, freeing themselves from the torment of sales.  Matt has developed a robust Influence Accelerator System that has grown to a $2M+ revenue enterprise in only 4 short years since inception.

Scaling clients’ credibility has led to game-changing outcomes for clients, and how they’ve turned ProudMouth into such a success story. Not many businesses can claim their system (what they do for others) has also been the staple of their own success. 

Check out his podcast!

Episode 279 & Episode 275

Alex Rivera

Alex Rivera is the founder and owner of Digital Blitz, a YouTube advertising agency that specializes in helping businesses multiply their lead flow with consistency and profitability. From early on in his high school years,  Alex began studying and practicing digital marketing out of pure curiosity. What started as a passion, later turned into a business. Digital Blitz has now managed over $1M in ad spend for their clients with an average 2-3x ROI across all ad accounts. Alex has been featured in publications such as FOX, CBS, and NBC for his expertise in YouTube ads, and he’s now on a mission to share his expertise with as many entrepreneurs as possible.

Draye Redfern

Draye is the Founder of Redfern Media, & Marketing Consultant for Elite Financial Advisors. He is one of the most sought after direct-response marketers serving clientele that have included elite financial advisors, New York Times best selling authors, Sharks from ABC’s hit TV Show “Shark Tank” and many others. 


The Ultimate Advisor Summit is specifically focused on helping financial advisors radically improve their practices through...

  • Automation - You'll learn how to automation certain aspects of your communication, while actually deepening the relationship with your prospects & clients

  • Marketing & Messaging - Throughout the Summit, you'll learn how you can refine your messaging to that you position your firm as uniquely different from your competition.  You'll also learn how to market your firm in unique methods that make you truly stand-out from the competition.

  • Optimizing Client Communication - How to improve and leverage our communication skills to capture more assets while keeping your clients, cool-calm-and-collected.

  • Implementation - The key methods that Elite Financial Advisors are using to get ideas implemented faster, with even greater results.

  • Working Remote - Best Practices for working remote that you can use to keep your team motivated, and ensure that your clients feel "looked-after" and attended to throughout this COVID-19 Crisis.

  • Extinguishing Limiting Beliefs - You'll learn how to find more opportunities that are presenting themselves than ever before and how to remove your limiting belief "blinders".  

"When I heard that Bryan and his team were offering a “virtual summit”, I quickly signed up. I consider Bryan to be one of the best mentors in our business and consistently gather valuable nuggets of advice from him and his team as well.  Brittany is a bundle of energy and enthusiasm as well as a wealth of knowledge. Draye Redfern helps me think “outside the box” with various marketing tips and instructions. My time was well invested and I plan to continue to follow Bryan’s lead. 

Thanks for the help!"

Mark D. Cunningham, CFP®, CDFA®
Financial Advisor



With the uncertainty in the market and in the economy, it is crucial that you and your team stay up to date with the most effective marketing, customer care and communication strategies that you can use to actually increase your AUM and grow your practice during this tumultuous time. 

Marketing strategies to bring in new prospects and new strategies to create "Personalized" communication in mass... Saving you dozens of hours.

Best-Practices for keeping you (and your team) motivated towards a common goal during the COVID Crisis. 

How to increase your AUM by bringing in additional assets that have been sitting on the side-lines

How to handle personal fears and limiting beliefs around the the COVID-19 crisis, that may be hindering your future growth


...and we will fill up!

To be more accessible to people during these tumultuous times, we have crafted the Ultimate Advisor Summit to best suit your schedule. You can tune in virtually every day during your lunch break for insights and inspiration that will elevate your practice.

MONDAY,  May 24th   -   THURSDAY, May 27th

11:00 AM - 1:00PM CST (DAILY)





  • Monday, May 24th, 2021

    - DAY 1 -

    11:00am-1:00pm CST


    The first day of the Summit will lay the foundation for the entire week's work of content and resources.  You'll learn how to spot the incredible opportunities that exist right now, and how you can use this time to deepen relationships with existing clients (while attracting new clients). 

  • Tuesday, May 25th, 2021

    - DAY 2 -

    11:00am-1:00pm CST


    The second day of our Summit you will learn how you can radically differentiate your advising practice so that you can stand head-and-shoulders above the competition.   We will also cover the ways that you can create "Deep" messaging instead of "Wide" messaging. You'll then learn how you can create messaging, content and resources, that reflect your unique differentiation and adequately convey that to your prospects and clients. 

  • Wednesday, May 26th, 2021

    - DAY 3 -

    11:00am-1:00pm CST


    In the third day of the Summit we are going to be showing you how you can market your business in ways that 99% of other advisors simply are not taking advantage of.   We will then show you how you can automate more marketing efforts using the "Singular Actions" framework so that you can marketing with greater, authority and efficiency.  

  • Thursday, May 27th, 2021

    - DAY 4 -

    11:00am-1:00pm CST


    Day four of our summit will consist of world-class content that you can use to grow your teams, company culture and operations.  Growing a thriving advising practice is not something that you can do alone... that's why Day 4 is focused on how you can grow and lead your team towards being the preeminent practice in your area.


Register Now To Attend The Entire Week Long Summit

This course will teach you, step by step, how to double if not triple your traffic over the next 30 days.

 only $97

100% Privacy. We Will Never Spam You!

Worried About Missing a Day?

No Worries, We are Offering Recordings of the Whole Summit When You Purchase Your Ticket

 only $47

100% Privacy. We Will Never Spam You!


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