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Elite Advisor Meeting 2021

March 3rd-5th

Scottsdale, AZ

The Westin Kierland Resort & Spa


This event will be significantly smaller than our Advisory Summits, aimed at discussion and feedback with our elite advisors.  Our two, half-day meetings will include information on new tech features, updated pricing, upcoming releases, and more.

What we believe will be most valuable is the open discussions between you, our Elite Advisors, and our team in terms of what is most important to you in building the success of your firm.

Because of this.. we will cover the full cost of your two night hotel stay, as well as meals and transportation in AZ during the event, for both you and your guest.

Quick Schedule

The full agenda will be available soon, but tentative schedule will be...

Wednesday, March 3rd: Guests arrive during the day, Event launches with Evening Cocktail Reception and dinner

Thursday March 4th: Meetings will begin in the morning and conclude prior to lunch. 

Free afternoon for individual or group events. (Golfing, Shopping, Resort Activities, etc.)

Group Dinner in the evening for those who choose to join.

Friday, March 5th: Meetings continue in the morning, wrap up by 11:00 AM.  Guests depart afternoon/evening. 

Anchor 1

We would be remiss if we didn't mention the elephant in the room. We plan to mitigate the risks of Covid-19 by following all suggested protocols. Our meeting spaces and group events will have room to maintain social distancing and we will adhere to the Marriot conditions in terms of mask requirements and public safety.  

You can learn more about Marriott's current policies and stay updated on these policies as the event approaches on their website:

or email with questions

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