You’ve Built a Successful Practice
Now Build a Scalable Business.
Join growth-minded advisors for two days of implementation-focused workshops designed to help you build systems, create leverage, develop your team, and scale beyond yourself.
October 27-28, 2026 | AUSTIN, TX
Scale in Community
The Hidden cOST of Growth
Many advisors hit a ceiling when their revenue is growing, clients are booked, but complexity is multiplying. And suddenly every decision, client issue, marketing initiative, and operational challenge flow through one person. You.
Playbook was built for advisors who are tired of being the bottleneck and ready to build a business that can scale beyond their personal capacity.
What You'll Walk Away With
The goal isn’t to leave inspired. It’s to leave with a plan. At Playbook, you’ll spend two days working on your business, not just learning about someone else’s.
Build a Business that doesn't depend on you
Practical automation systems that eliminate repetitive work
A repeatable content strategy that keeps you visible and relevant
A scalable operating framework built for growth
Surround Yourself With People Building What You’re Building
Proven ideas from advisors further along the journey
Relationships with growth-minded advisors navigating the same challenges
CE Credits (Details Coming Soon)
Our Supporters
WHO It's For
Playbook is designed for growth-minded advisors who are ready to scale beyond themselves. You want better systems, better processes, and better leverage. You’re looking for practical strategies, not theory. You believe your business should grow because of systems, not because you worked harder. This event is for you if you are:
Generating Revenue
but don’t have the systems required to scale sustainably
Built A Practice
but feel like everything still depends on you
Feeling Limited
in your growth by time, capacity, or structure
Ready To Lead
your business like a CEO instead of operating as the bottleneck
The Playbook Pillars
Scaling doesn’t happen by accident. It happens when you intentionally build the systems, visibility, leverage, and leadership capacity required to grow beyond yourself. The Playbook Pillars provide the framework for creating a business that can scale with more structure, more efficiency, and less dependence on you.
Deliver advice clients can’t easily replace across investments, tax planning, and estate planning.
Build authority at scale through content and visibility.
Streamline repetitive work and create more capacity so you can focus on what matters most.
Build a team that executes without constant oversight.
Agenda
October 27-28 | 9:00 AM – 5:00 PM Daily
This is not a sit-back-and-listen conference.
Expect a mix of:
- Keynotes
- Workshops
- Working Sessions
- Advisor Collaboration
- Implementation Exercises
- Peer Discussions
- Action Planning
Learn from the People Shaping How Advice Gets Delivered
Past Speakers Include:
Mando Sallavanti
Financial Advisor for Big Tech Pros & Entrepreneurs, #25 at MassMutual for financial planning fees collected in 2024
Alanah Phillips
Helping financial advisors break up with their broker-dealers!
Podcast Host of NextGen in 10
Playbook exists to replace conferences that leave you with more questions than answers. You’ll spend two days working on your business alongside advisors facing the same growth challenges you are.
Collecting Ideas
TURNS into
Build Systems
Taking Notes
TURNS into
Create Action Plans
Leaving Motivated
TURNS into
Leave Equipped
WHat Advisors Are Saying
Plan Your Trip
Attend In Person
Intentionally limited to 150 growth-minded advisors for two days of workshops, networking, and implementation.
This allows for deeper discussions and more direct access to speakers and peers.
Once capacity is reached, registration closes.
Attend Online
Can’t travel?
Join virtually and get access to all sessions from wherever you are.
Scale or Die
Your Next Stage of Growth Requires a Different Operating System.
The question is how far you want your impact to go.
Elevate your advice.
Broadcast your expertise.
Automate what slows you down.
Delegate what no longer requires you.
Early Bird Countdown
Walk away with the Playbook.
Powered By:
The Forefront Advisor Network (FAN) is unsurpassed in its approach to supporting advisors in serving their clients. Whether you are looking to enhance, scale, or exit your financial advisory practice, FAN will provide the technology and resources for your next level.
- Contact
- Privacy Policy