Advisor Summit
Affiliated Advisors
You're Invited!
Connect with Peers.
Solve Real-World Challenges.
Build Better Firms.
What We'll Cover
The Advisor Summit isn’t about slides and speeches — it’s about conversation, collaboration, and collective problem solving. Across sessions and roundtables, advisors and USAF team members will share practical strategies and lessons learned across the most impactful parts of their business.
Business Development & Growth
>> What's working now in client acquisition - referrals, events, seminars, digital channels
>> Real M&A experiences: challenges, pitfalls, timing, valuation insights
Operations, Team & Leadership
>> Building and leading high-performing teams (hiring, culture, accountability)
>> Operational systems that scale without burnout
Unfiltered Peer Conversations
>> Open roundtables on advisors' biggest wins - and lessons from what didn't go well
>> Breakout discussions around specific challenges (you choose the topics)
Technology & Tools
>> Which tech investments pay off - automation, CRM, AI workflows
>> Integrations that save time and reduce errors
Marketing & Differentiation
>> Brand positioning and messaging that resonates with today's clients
>> Content that actually drives engagement (not just "something to post")
>> What's new? What's working?
Practice Management
>> How top advisors structure their week, pipeline, and priorities
>> Balancing growth with compliance and client experience
Introduction to Crump
>> Join us for a conversation with our new life insurance partner, Crump.
>> Learn about their services and offerings and pick up some new ideas along the way.
Who Should Attend
This Summit is designed for successful, growth-oriented financial advisors who believe in learning as much from peers as from experts. It’s perfect for advisors who:
- Want honest, practical conversations about what works — and what doesn’t — in running and growing a practice.
- Are ready to share best practices and learn from other high-performing advisors.
- Care about the business side of advising — from marketing and operations to leadership and technology.
- Value connection, collaboration, and collective problem solving more than passive listening.
- Enjoy diving deep into real scenarios — not abstract theory.
Registration Deadline: Friday, February 20th, 2026
Tuesday, March 24
Arrivals
5:30 - 8:30 pm - Welcome Reception @ Beans & Barrel Patio (inside hotel)*
Wednesday, March 25
7:30 am - Breakfast at Hotel
8:30 am - Advisor Summit Day 1 Begins
4:30 pm - Advisor Summit Day 1 Concludes
6:00 - 9:00 pm - Dinner at Sidecar Social*
Thursday, March 26
7:30 am - Breakfast at Hotel
8:30 am - Advisor Summit Day 2 Begins
12:00 pm - Advisor Summit Day 2 Concludes
Registration Deadline: Friday, February 20th
*If you plan to join us for dinner, please indicate whether you're planning to attend when registering for the event.