hear straight from the experts
expand your network of support
share tools and tips with your peers
connect with solution providers
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2020/03/FA.png” back_title=”TOPIC” content_back_new=”Advisor Town Hall / Unlock the Mystery of Mergers, Acquisitions and Succession” use_3d_boxed_mode=”on” flip_direction_option=”ttb” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”|800|||||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2018/02/EatonVance.png” back_title=”Topic” content_back_new=”Chasing Positivity” use_3d_boxed_mode=”on” flip_direction_option=”ttb” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”|800||on|||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2019/07/324-Fidelity.png” back_title=”TOPIC” content_back_new=”Why Do Investors Make the Decisions They Do?” use_3d_boxed_mode=”on” flip_direction_option=”ttb” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”|800|||||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2018/02/Vanguard.png” back_title=”TOPIC” content_back_new=”Advisor Alpha: Staying Ahead of Change” use_3d_boxed_mode=”on” flip_direction_option=”ttb” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”|800|||||||” custom_padding=”||13px|||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
TAKE A PEEK AT OUR SPEAKERS FOR
Monday
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2020/03/Guggen.jpg” back_title=”TOPIC” content_back_new=”Macroeconomic Outlook & Credit Markets Update” use_3d_boxed_mode=”on” flip_direction_option=”ttb” use_3d_tilt_on_backcard=”on” admin_label=”Flip Cards” _builder_version=”4.4.0″ back_header_font=”|800|||||||” custom_margin=”-22px|||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2018/02/AIG.png” back_title=”TOPIC” content_back_new=”ESG Investing & Income Planning in Retirement” use_3d_boxed_mode=”on” flip_direction_option=”ttb” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”|800|||||||” custom_margin=”-22px|||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2018/02/Symetra.png” back_title=”TOPIC” content_back_new=”The Gen-Savvy Financial Advisor: Advising the Generations in the New Age of Uncertainty” use_3d_boxed_mode=”on” flip_direction_option=”ttb” use_3d_tilt_on_backcard=”on” admin_label=”Flip Cards” _builder_version=”4.4.0″ header_font_size=”1px” back_header_font=”|800|||||||” custom_margin=”-23px|||4px||” custom_padding=”0px|3px|0px|0px||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; ” border_radii_front_image_border=”off||||”][/b3m_flip_card]
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
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2018/02/ColumbiaThreadneedle.png” back_title=”TOPIC” content_back_new=”Beta Mania – The Evolution of Passive Investing” use_3d_boxed_mode=”on” flip_direction_option=”ttb” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”|800|||||||” custom_padding=”||||false|false” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2018/04/FederatedSecurities.png” back_title=”TOPIC” content_back_new=”Orlando’s Outlook: Character vs. Economy” use_3d_boxed_mode=”on” flip_direction_option=”ttb” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”|800|||||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2018/02/TPFG.png” back_title=”TOPIC” content_back_new=”Increase Your Fee Revenue & Secure Your Future IRA Rollover with In-Plan Advice for 401K, 403B, 401A and/or 457″ use_3d_boxed_mode=”on” flip_direction_option=”ttb” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”|800|||||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2019/07/324-trowe.png” back_title=”TOPIC” content_back_new=”The Art of the Clean-up” use_3d_boxed_mode=”on” flip_direction_option=”ttb” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”|800|||||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
DIVE IN FURTHER ON
Tuesday
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2018/02/AmericanCentury.png” back_title=”TOPIC” content_back_new=”Tools of the ETF Trade: Understanding ETF Liquidity and Trading” use_3d_boxed_mode=”on” flip_direction_option=”ttb” use_3d_tilt_on_backcard=”on” admin_label=”Flip Cards” _builder_version=”4.4.0″ back_header_font=”|800|||||||” custom_margin=”-22px|||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2018/02/BlueRock.png” back_title=”TOPIC” content_back_new=”Access to a New Core Asset Class” use_3d_boxed_mode=”on” flip_direction_option=”ttb” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”|800|||||||” custom_margin=”-22px|||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2019/06/toewshm.jpg” back_title=”TOPIC” content_back_new=”Behavioral Portfolio Design” use_3d_boxed_mode=”on” flip_direction_option=”ttb” use_3d_tilt_on_backcard=”on” admin_label=”Flip Cards” _builder_version=”4.4.0″ back_header_font=”|800|||||||” custom_margin=”-23px|||4px|false|false” custom_padding=”1px|5px|0px|0px|false|false” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2018/02/MFS.png” back_title=”TOPIC” content_back_new=”Never Let a Crisis Go to Waste: COVID, the Economy, Bond Market and Social Security” use_3d_boxed_mode=”on” flip_direction_option=”ttb” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”|800|||||||” custom_padding=”||||false|false” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2018/02/Hines.png” back_title=”TOPIC” content_back_new=”Real Estate Post COVID – Opportunities, Pitfalls and the Evolution of Product Design for Investors” use_3d_boxed_mode=”on” flip_direction_option=”ttb” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”|800|||||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2020/03/SwanGlobal.jpg” back_title=”TOPIC” content_back_new=”Broken Bonds: Assessing Bond Risks and the Future of Asset Allocation” use_3d_boxed_mode=”on” flip_direction_option=”ttb” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”|800|||||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2020/08/BizLIFB.png” back_title=”TOPIC” content_back_new=”Demo: BizEquity Valuation Platform” use_3d_boxed_mode=”on” flip_direction_option=”ttb” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”|800|||||||” custom_padding=”25px||24px|||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
KEEP LEARNING ON
Wednesday
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2019/06/BMO-hm.jpg” back_title=”TOPIC” content_back_new=”Lights, Camera, Sell! How to Host an Impactful Virtual Meeting or Client Review” use_3d_boxed_mode=”on” flip_direction_option=”ttb” use_3d_tilt_on_backcard=”on” admin_label=”Flip Cards” _builder_version=”4.4.0″ back_header_font=”|800|||||||” custom_margin=”-22px|||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2018/02/PacificLife.png” back_title=”TOPIC” content_back_new=”Using Annuities to Protect Clients in the Current Environment” use_3d_boxed_mode=”on” flip_direction_option=”ttb” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”|800|||||||” custom_margin=”-22px|||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2019/07/324nationwide.png” back_title=”TOPIC” content_back_new=”Planning Opportunities and Sequencing Strategies for Retirement Income” use_3d_boxed_mode=”on” flip_direction_option=”ttb” use_3d_tilt_on_backcard=”on” admin_label=”Flip Cards” _builder_version=”4.4.0″ back_header_font=”|800|||||||” custom_margin=”-23px|||4px||” custom_padding=”0px|6px|8px|10px||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
FINANCIAL ADVOCATES
Advisors & Admin with our OSJ or Hybrid RIA, FAIM
CLICK HERE
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
[showmodule id=”209769″]
TUESDAY, SEPTEMBER 15
[showmodule id=”210060″]
WEDNESDAY, SEPTEMBER 16
[showmodule id=”210070″]
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 Platform will launch September 10th. 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)
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2018/02/Vanguard.png” back_title=”Keynote Sponsor” use_3d_boxed_mode=”on” flip_direction_option=”btt” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”Montserrat|||on|||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2018/02/MFS.png” back_title=”Breakout Sponsor” use_3d_boxed_mode=”on” flip_direction_option=”ltr” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”Montserrat|||on|||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
WE APPRECIATE YOU!!
Event Sponsors
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2018/02/EatonVance.png” back_title=”Breakout Sponsor” use_3d_boxed_mode=”on” flip_direction_option=”btt” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”Montserrat|||on|||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2018/02/AIG.png” back_title=”Breakout Sponsor” use_3d_boxed_mode=”on” flip_direction_option=”btt” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”Montserrat|||on|||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2018/02/BlueRock.png” back_title=”Breakout Sponsor” use_3d_boxed_mode=”on” flip_direction_option=”btt” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”Montserrat|||on|||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2018/02/Hines.png” back_title=”Breakout Sponsor” use_3d_boxed_mode=”on” flip_direction_option=”btt” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”Montserrat|||on|||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2019/07/324-Fidelity.png” back_title=”Breakout Sponsor” use_3d_boxed_mode=”on” flip_direction_option=”ltr” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”Montserrat|||on|||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2018/04/FederatedSecurities.png” back_title=”Breakout Sponsor” use_3d_boxed_mode=”on” flip_direction_option=”btt” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”Montserrat|||on|||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2018/02/TPFG.png” back_title=”Breakout Sponsor” use_3d_boxed_mode=”on” flip_direction_option=”btt” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”Montserrat|||on|||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2020/03/SwanGlobal.jpg” back_title=”Breakout Sponsor” use_3d_boxed_mode=”on” flip_direction_option=”ttb” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”Montserrat|||on|||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2018/02/Symetra.png” back_title=”Breakout Sponsor” use_3d_boxed_mode=”on” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”Montserrat|||on|||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2019/07/324-trowe.png” back_title=”Breakout Sponsor” use_3d_boxed_mode=”on” flip_direction_option=”btt” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”Montserrat|||on|||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2018/02/PacificLife.png” back_title=”Breakout Sponsor” use_3d_boxed_mode=”on” flip_direction_option=”ltr” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”Montserrat|||on|||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2020/03/Guggen.jpg” back_title=”Breakout Sponsor” use_3d_boxed_mode=”on” flip_direction_option=”btt” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”Montserrat|||on|||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2019/07/324-AmCentury.png” back_title=”Breakout Sponsor” use_3d_boxed_mode=”on” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”Montserrat|||on|||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]
[b3m_flip_card front_image=”https://faconference.com/wp-content/uploads/2018/02/ColumbiaThreadneedle.png” back_title=”Breakout Sponsor” use_3d_boxed_mode=”on” flip_direction_option=”ttb” use_3d_tilt_on_backcard=”on” _builder_version=”4.4.0″ back_header_font=”Montserrat|||on|||||” custom_css_b3m_use_icon_in_front_side=”padding-top: 25px;” custom_css_b3m_front_title=”display: none; “][/b3m_flip_card]