Expect the unexpected during our Agent Convention, where guests come to learn, grow, and unwind. Qualifying financial professionals are invited to participate in this unique and luxurious offsite retreat. Our Agent Convention revolves around informative group meetings intertwined with entertainment and activities. Unique destinations and accommodations allow you to learn and share ideas for business growth in a less formal environment. These destinations offer opportunities for personal engagement and business development in serene settings that balance vocation and recreation.  

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Invitation Only Event

Capstone is a high-level client event intent on improving your business strengths, enhancing workflow efficiencies, and providing better planning and offerings to your clients. In this invitation-only experience, event qualifiers are encouraged to engage with in-depth coaching and small group discussions.

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Guests and potential partners are introduced to our Family of Companies and the offerings we provide. This experience allows you to hear active FIG advisors discuss the tools we deliver and how they can improve your business inside a collaboration-based framework.

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Invitation Only Event

Elevate Bootcamps offer exclusive, in-depth training led by top-performing financial professionals who share their proven strategies, essential tools, and best practices. These events provide a unique opportunity to gain valuable insights from industry leaders, equipping participants with actionable tactics to drive business growth and operational excellence.

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ElevateU is a one-of-a-kind marketing and business development event unique to financial services. It’s designed for independent financial professionals like yourself who want to maximize office and marketing efficiencies while increasing your firm’s overall value and success. We bring together highly successful professionals, industry influencers, and our elite coaching mentors to showcase proven strategies and tactics to expand your firm’s growth as you envision. 

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During each ElevateU event, you’ll have opportunities to learn and share marketing techniques, address personal challenges, and discover solutions for what’s bogging your business down. ElevateU guests will also find new ways to utilize our premier Elevate program while building key relationships.

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The FIG Sales Symposium is often described as our biggest event. Every 12-15 months, our industry experts and keynote speakers touch down in a different city for a two-day immersive conference experience. Past meeting locations include San Diego, Nashville, New Orleans, and Dallas—but the destination is only a part of the experience. Talented speakers, influencers, and educators will inspire your business goals so you can achieve new strategic levels.

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At our Sales Symposium, there’s the perfect mix of learning and entertainment. Engage with educational sessions during the day and soak in the local scenery afterward with regionally-distinct food and beverage. Event guests will interact with peers and thought leaders for a deep dive into the FIG Family of Companies, our affiliated partners, and our proven business solutions.

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This event emphasizes education and development and less on merit. We bring everything together and offer all the essential tools of the trade directly to our attendees. The FIG Sales Symposium represents the best comprehensive exposure for learning and growth in our industry. 

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We developed an immersive experience for the golf purist through our partnership with the Dormie Network. The FIG Open is an invitation-only meeting at a private golf club destination designed with business events in mind.

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An ideal camaraderie in the exclusive yet comfortable atmosphere allows a safe space for open dialogue. Discussions and strategic alliances are constructed over golf, premier accommodations, and delicious meals. The FIG Open is where blueprints and planning come together to form new partnerships for your business growth and your clients’ well-being. 

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Invitation Only Event

The Tip of the Triangle (TOT) offers a small group format to deliver extraordinary outcomes to already-remarkable firms. If you want to experience even more growth, our TOT program is your ticket to an exclusive, members-only club comprised of the top 3% of financial professionals. TOT is a VIP group for those exclusively committed to FIG looking for collaboration and camaraderie with fellow independent financial professionals.

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The TOT Retreat is an annual event where TOT members come together for B2B exchanges, group sharing, and networking discussions. In this advisor-only summit, the most successful professionals come to learn and grow. At the TOT Retreat, guests will learn and share trade secrets on improving efficiencies and cultivating their businesses, ensuring superior client services for now and the future. 

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Invitation Only Event

TOT Study Groups are elite small-group conferences. These invitation-only meetings are where the most successful financial professionals unite in a think-tank of ideas on options. TOT Study Groups focus on industry collaboration with peers and thought leaders to improve the marketplace, tailoring businesses for tremendous success. 

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Invitation Only Event