Elevate Your Practice

REPLENISH YOUR TOOLBOX

ATTEND OUR VIRTUAL CONFERENCE!

REGISTER NOWVIEW AGENDA

hear straight from the experts

expand your network of support

share tools and tips with your peers

connect with solution providers

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TAKE A PEEK AT OUR SPEAKERS 

Monday Sessions

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ATTEND OUR NIGHTLY & VIRTUAL

Happy Hour

During this time, we will…

  • Provide you with key takeaways from the sessions that day
  • Offer Networking Opportunities with your peers and sponsors
  • Allow open discussion / Live Q&A from speakers

Hosted by

Gary Campbell, Founder & Chief Strategy Officer
Angie Vlach, President & chief executive officer

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DIVE IN FURTHER WITH OUR

Tuesday Sessions

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There was a great variety of speakers and the breakout groups were diverse enough for me to find something I wanted to hear at each time slot. There was also sufficient time in between for coffee/mingling in between each presentation.

The LPL Clientworks technology breakouts were excellent. All of the presenters were very informative.

Good speakers. Well organized. Kept on the schedule. Really helpful information. Great networking.

As an admin, I like the opportunity to learn new things. The experiences aren’t just applicable to the representative, but also anyone who comes into client contact.

Extremely informative, positive, and provided resources for admin as well.

The presentations were excellent. The comradery was heartwarming. The event was well run… One of the best conferences of the year.

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KEEP LEARNING & GROWING

Wednesday Sessions

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FINANCIAL ADVOCATES

Advisors & Admin with our OSJ or Hybrid RIA, FAIM
 
CLICK HERE

LPL FINANCIAL

Advisors & Admin with Home Office Supervision or with another OSJ

CLICK HERE

THERE IS NO COST To ATTEND ELEVATE

Register Now!

Thanks to our sponsors, we are able to offer our conference at no cost for advisors and their administrative staff.

WHAT WE HAVE PLANNED

Full Conference Agenda

MONDAY, SEPTEMBER 14
Time
TOPIC
SPEAKER

8:00 AM

Financial Advocates Update & State of the Union
Gary Campbell & Angie Vlach
Financial Advocates

9:00 AM

TBD
TBD

10:00 AM

TBD
TBD

11:00 AM

TBD
TBD

12:00 PM

TBD
TBD

1:00 PM

TBD
TBD

2:00 PM

TBD
TBD

3:00 PM

TBD
TBD

4:00 PM

Virtual Happy Hour & Networking

Presenters from All Sessions
TUESDAY, SEPTEMBER 15
Time
TOPIC
SPEAKER

8:00 AM

Financial Advocates
TBD

9:00 AM

TBD
TBD

10:00 AM

TBD
TBD

11:00 AM

TBD
TBD

12:00 PM

TBD
TBD

1:00 PM

TBD
TBD

2:00 PM

TBD
TBD

3:00 PM

TBD
TBD

4:00 PM

Virtual Happy Hour & Networking

Presenters from All Sessions
WEDNESDAY, SEPTEMBER 16
Time
TOPIC
SPEAKER

8:00 AM

Financial Advocates
TBD

9:00 AM

TBD
TBD

10:00 AM

TBD
TBD

11:00 AM

TBD
TBD

12:00 PM

TBD
TBD

1:00 PM

TBD
TBD

2:00 PM

TBD
TBD

3:00 PM

TBD
TBD

4:00 PM

Virtual Happy Hour & Networking

Presenters from All Sessions

IMPORTANT INFORMATION

Frequently Asked Questions

Why has Financial Advocates' conference been changed from in-person to virtual?

Based upon information provided by the Centers for Disease Control and Prevention, the World Health Organization and other authorities, physical gatherings will continue to present risk for coronavirus transmission into the foreseeable future.

The safety of our clients, partners and employees takes precedence over other factors. For that reason, we’ve replaced the in-person gatherings with virtual events.

When and "where" will FA Elevate take place?

Financial Advocates’ Virtual Experience will launch September 13th. Live sessions will start on September 14th and continue until September 16th. Recordings of sessions will be available in the weeks following.

 

This virtual experience of sessions is a new way to connect with you and partners when it’s convenient for you.

What is the cost to attend Elevate?

There is no cost to attend the virtual event. 

Can my administrative staff attend?

Yes! We encourage your administrative staff to register and attend. 

How will the content be delivered?

All sessions will be delivered using GoToMeeting or GoToWebinar.

Do I need to attend all three days?

No, you do not, however, we encourage you to attend as many sessions as you can and also attend our daily “happy hour” for a recap of the sessions and an opportunity to speak with the presenters 1:1.

DON’T MISS OUT!

Join Us In…

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

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WE APPRECIATE YOU!!

Event Sponsors

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