Here’s What Financial Advisors Can Look Forward to at This Year’s Advisor Summit (Agenda Included)

Motivational speaker Brian Tracey said, “Personal development is a major time-saver. The better you become, the less time it takes you to achieve your goals.”

We are excited to invite you to our largest event of the year, the Advisor Summit event!

Formerly known as the Advisor Appreciation event, the Advisor Summit is designed to help you improve your retirement business by investing in your most valuable asset- you.

View Agenda

The Advisor Summit event continues to have four main objectives:

  1. Educating our Advisors on Industry “Hot Topics”
  2. Networking with Industry Professionals”
  3. Having Fun in the Wasatch Mountain Range
  4. Showing Appreciation for Our Advisors

The Advisor Summit is designed to educate you on current industry topics and connect you with peers, all the while giving you a well-deserved afternoon of fun in the scenic Park City, Utah. Why do we do this? Because you are our business and we care about your success as much as you do.

  • Learn how your advisory firm can improve their best practices from our industry experts.

    This year’s theme is “Innovation in the Retirement Space”. In a recent article published by Investment News, author Greg Lacurci reminds us that as technology continues to improve, advisors need to innovate and adapt with the industry or they risk losing their piece of the economic pie.

    Learn what our top presenters are saying about innovation in the retirement space! Click here to register.

  • The conference is designed to encourage networking between advisors. Throughout the day, advisors are encouraged to mingle as they discuss industry-relevant presentations and participate in their activity of choice.

    We know that it is often easier to create real connections in smaller groups, which is why many of the activities have limited capacities. Fly fishing, for example, will only host 10 attendees. This will allow for easier conversation and connections within groups.

  • Picture clear blue skies with puffy white clouds dotting the horizon. Soft mountain breezes rustle leaves on the nearby trees: perfect setting for well-deserved “sharpening of the saw”.

    You’ve spent the morning learning from our top presenters and are getting ready to head out for your activity of choice. Mountain biking? It’s you, your group, and the beautiful Wasatch mountain range. Fly fishing? You’re standing knee deep in a cool mountain river catching your first fish. Golfing, spa, or bowling? Well, you get the idea.

    You deserve a ‘workation’ and trust me… we’ve included all the elements needed for you to feel productive while having an amazing day in Park City, Utah.

  • We are so incredibly grateful for your support of our business. It is our combined efforts that help our clients to achieve happy, stress-free retirements doing the things they love. To show our appreciation for financial advisors like you, event participation is free (this includes the catered lunch and snacks, cutting-edge presentations, and activities selection).

Thank you for all that you do to make a difference in the industry. Attached below is this year’s event agenda:

Regardless of why you come, we hope that you will take a day to invest in yourself. Join the ABG Rocky Mountain team and your peers at the Silver Baron Lodge in Park City, Utah.

Click here to register!