Tom Hegna
Economist, Author
KeynoteWhy AI gets you in the room, but the conversations AI can't have are what close the case.
ATTENTION: INSURANCE & FINANCIAL ADVISORS
Close October better than the year to date.
No Recruiting. No Pitching. Pure Value
Top 8 Advisors Show You Their Calendar-Filling Strategies That Generated $251M+
Half-Day Virtual Livestream Wednesday, September 23rd
By The Industry's Top Sales and Marketing Insiders
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Speakers featured on...
Join The Best in Financial Services Marketing For a FREE Half-Day Virtual Summit & Learn Their Secrets
What is the Advisor Profit Surge Summit?
If you’re tired of prospects stalling out during the sales process, the Advisor Profit Surge Summit 2026 for Financial Advisors is your answer — a power-packed half-day where elite advisors reveal exactly how they close clients, again and again.
Exclusively for Financial Advisors, Life & IUL Insurance professionals, CFPs, RIAs and Wealth Managers
FREE HALF-DAY SUMMIT held on Zoom for Insurance & Financial Advisors who want to grow
8+ Speakers and Financial Advisors Sharing exclusive knowledge and tactics to get in front of more prospects and then turn them into high-ROI clients
Not your typical event: There's no pitches. All speakers are curated based on the insider knowledge they are sharing
Who is it for?
Growth minded financial professionals struggling with small sales pipelines
Advisors feeling unsure about the direction to take in 2026
Feeling stuck on what you should and shouldn't be doing in your practice
Paralyzed with all the prospecting, marketing, and sales options available to you
Looking to define the ONE approach that will drive growth in Q4 of 2026
Who is it not for?
If you’re not in financial services full time or are only doing this part time
If you’re scared to try new things and want to continue with the status quo
If you’re about to retire soon and aren’t interested in putting in the work to grow
What Will You Uncover?
Lead-to-client frameworks that transform cold prospects into long-term relationships
Automation & AI tools that nurture leads until they’re ready to meet
Branding strategies that position you as the only logical choice in a crowded marketplace
Sales systems & closing methods top producers use to hit $500K–$1M+ per year
And much more…
Lead-to-client frameworks that transform cold prospects into long-term relationships
Automation & AI tools that nurture leads until they’re ready to meet
Branding strategies that position you as the only logical choice in a crowded marketplace
Sales systems & closing methods top producers use to hit $500K–$1M+ per year
And much more…
Speaker lineup
Learn from The Worlds Best Financial Sales and Marketing Insiders
Jeremiah Desmarais
Host · CEO, Advisorist
#1 ROI Coach to FAsThe shift that turns AI into appointments instead of busywork.
Chris Gaddis
Co-President, CPA
7-Fig Trojan Horse StrategyHow tax-savings conversations open doors with business-owner clients.
John Moakler
Financial Advisor
7-Fig Niche DominationHow hyperniching can lead to $150K–$250K in revenue per case, with less prospecting.
Jeffrey Lamont
Financial Advisor
7-Fig Virtual NetworkingHow niching and AI content turn an invisible LinkedIn presence into inbound appointments.
Jay Crew
8-Figure Lead Expert
A live funnel case study on VSLs that qualify traffic before the prospect reaches you.
Jessie Lipscomb
Investment Advisor
7-Fig Taxes to Planning StrategyHow to use AI to pivot and add $21K in new revenue in 29 days.
Tom Wall
Ph.D., Keynote Speaker
The Whole Life Playbook: How to Sell Permanent Insurance to Affluent Clients. Whole life can be one of the most misunderstood products in financial planning, but positioned correctly it becomes a powerful retirement, legacy, and client-confidence tool.
Learn the closely guarded secrets from The Worlds
Best Financial Sales and Marketing Insiders
get FREE bonuses
when You register today!
When you register here today, you will also receive 2
bonuses completely for FREE!
FREE BONUS #1:
"4-Minute Automated Webinar Builder for Turning Prospects Into Clients” GPT
Steal Our Automated Tool That Instantly Builds Your Entire Financial Advisor Plan - Title, Script, Offer, and Promo Emails - in Just 4 Minutes
FREE BONUS #2:
"7-Figure Standout Sales Scripts That Convert in 2026"
Fill-in-the-blanks sales outreach scripts for email, sms, DM's and voicemail.
FREE BONUS #2:
"7-Figure Standout Sales Scripts That Convert in 2026"
Fill-in-the-blanks sales outreach scripts for email, sms, DM's and voicemail.
Join The Best in Financial Services Marketing, Sales, and growth
For a FREE Half-Day Virtual Summit To Learn Their Secrets!
Every session is tactical, not theoretical. You’ll walk away with ready-to-deploy strategies to grow faster, serve better, and convert smarter. Past summits hosted by Advisorist have attracted 25,000+ advisors — including the largest single virtual gathering of 9,000+ advisors.
Half-Day Livestream On Wednesday, September 23rd, 2026.
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