Advisor Growth Workshop
A two-day, hands-on workshop with Scott Briggs focused on seminar marketing, tax planning strategies, and the systems retirement advisors can use to generate more qualified appointments and close more premium. Registration is closing soon, and space is limited.
EverVest provides hotel accommodations and meals for the full event. Advisors are responsible for their own flights and travel to/from the Minneapolis/Bloomington area.
A proven seminar system built for serious retirement advisors.
This program gives qualified advisors a complete, end-to-end seminar marketing process with vetted attendees, hands-on training, and EverVest support. The workshop is coming up quickly, so now is the time to claim your spot.
Generate New Clients
Learn how to use proven seminar marketing to attract retirement prospects who are actively looking for guidance.
Identify Tax Opportunities
See how advisors can identify $100K–$500K tax planning opportunities and create stronger planning conversations.
Convert Prospects
Study the presentation flow, follow-up process, and close strategy used to move qualified attendees into client relationships.
Scale Your Business
Learn how EverVest’s carrier access, case support, and growth system can help you turn seminar interest into production.
Built for advisors ready to grow with EverVest.
To qualify for this seminar program, advisors need to place $200,000 of business with EverVest at street level. Once qualified, the program gives you access to a dialed-in process designed to bring qualified prospects into the room.
What the seminar program includes
- End-to-end event support, including marketing, setup, and execution.
- Vetted attendees, typically 15–25 qualified prospects per event.
- Prospects with a $250,000 minimum profile, creating a realistic $3M–$5M+ premium opportunity per event.
- A turnkey process where you can focus on presenting, building trust, and closing.
- While using the workshop program, advisors are 100% captive with EverVest and all contracts must be moved to EverVest.
Workshop agenda
Thursday
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Advisor Growth Workshop Kickoff
Welcome, introductions, overview of the seminar marketing opportunity, and expectations for the two-day training.
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Seminar Marketing Strategy Session
How to generate new clients using a proven seminar process and qualified attendee targeting.
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Live Client Seminar Presentation
Observe the presentation flow, positioning, attendee engagement, and conversion strategy.
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Dinner + Carrier Spotlight
Dinner provided by EverVest, with carrier-focused discussion and relationship-building.
Friday
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Tax Strategy Deep Dive
Two-hour session on tax planning concepts, positioning, and how to identify larger client opportunities.
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Prospect Conversion & Follow-Up
How to convert seminar attendees into long-term clients through a structured follow-up process.
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EverVest Growth & Support System
Carrier access, case design, practice growth support, and how EverVest helps advisors scale.
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Next Steps
Review qualification requirements, seminar program economics, and the path to launching your own event.
Everything needed to understand the system before you run it.
The goal is to help advisors leave with a clear understanding of how the seminar program works, what the economics look like, and how EverVest supports execution.
Marketing & Setup
The upfront seminar cost typically covers the marketing, event setup, and execution needed to drive qualified attendance.
Live Demonstration
See a real seminar presentation structure so you understand the attendee experience and advisor role.
Conversion Process
Learn how to move qualified prospects from dinner seminar attendee to appointment, case design, and close.
Meet the workshop presenters.
Scott Briggs
Seminar Marketing Specialist
Brock Weaver, CPA
Tax Planning Specialist
Matthew Holmbeck
EverVest
Frequently asked questions
Is there a cost to attend the workshop?
There is no cost to attend the two-day workshop itself. EverVest provides hotel accommodations and all meals for the full event. Advisors are responsible for flights and travel to/from the Minneapolis/Bloomington area.
What is required to qualify for the seminar program?
To qualify, advisors need to place $200,000 of business with EverVest at street level. While using the workshop/seminar program, advisors are 100% captive with EverVest and all contracts must be moved to EverVest.
What does a typical seminar event produce?
Events typically bring in 15–25 qualified attendees, each with a $250,000 minimum profile. That creates a realistic premium opportunity of $3M–$5M+ per event, depending on execution and follow-up.
What is the upfront seminar cost?
The upfront event cost is typically $5,500–$6,500 and covers the end-to-end process, including marketing, setup, and execution.
How do I get more information?
Submit the form, email info@evervest.com, or call EverVest at 952-542-6300.
May 28–29 is coming up fast.
Submit your registration today and an EverVest team member will follow up to review the agenda, qualification requirements, travel details, and whether this seminar program is a fit for your practice.