The New Paradigm for Advisor Conferences

Sara GrilloAdvisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.

Financial advisor conferences are a symptom and a cause of what is wrong with our profession – conflicts of interest, sexual harassment, showboating, and ubiquitous product sales. I have a paradigm for the future.

In 2023, I set out to create a conference for the Transparent Advisor Movement that was radically different from any other event serving the advisory profession. It was called Immersion2024 and it took one year to plan it.

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Deeper and better, and created to enhance positive values instead of capitalist goals, it exceeded my expectations. Here is why the Immersion2024 event should be the model for the rest of our profession.

Here are the eight things I did differently.

1. Cleary stated code of conduct

I’ve heard horror stories of people (usually women) being assaulted, harassed, and excluded at conferences in our profession. This creates a negative environment for both men and women alike. I wanted everyone, regardless of gender, to have a positive experience. I knew it was a matter of communication. Abuse is only allowed to survive in silence. To prevent this, I had to establish boundaries and create an open dialogue about them.