Spring 2022 Elite Advisor Summit

This is an exclusive event in Omaha for advisors who manage at least $100 million or have a 12-month trailing revenue greater than $1 million.…

Tuesday Morning Advisor Coffee: Burt White

TMAC will be held the first Tuesday of every month only. Each month will have a specific focus area. Each month, the coach host will provide…

Half-Time 2022 Webinar

Have you been wondering how the first half of 2022 went in the markets? Join us for our Half-Time 2022 Webinar where Greg Opitz, Executive…

Join Ron Carson and Burt White for Lunch in Chicago

We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors…